> For the complete documentation index, see [llms.txt](https://support.pears.io/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://support.pears.io/updates/march-2026-updates.md).

# March 2026 Updates

This page summarizes new features and improvements released across PEARS in March 2026.

## Importer Improvements

* **Partnership import** — A new import type for creating partnership records in bulk, including action plan links and collaborators. See [Import Partnerships](/engage/partnerships/import-partnerships.md).
* **Program Activity import** — Program activity import now generates a dynamic template with a Key Mapping sheet. See [Import Program Activities](/engage/program-activities/import-program-activities.md).
* **Dynamic import templates** — All import types now generate templates with a Key Mapping sheet listing all valid values for lookup fields, scoped to your organization.
* **Error workbooks** — Import validation errors are now returned in a downloadable error workbook with hyperlinked cell references.

## Action Plan Reports

* **Outputs dashboard improvements** — The APR Outputs page now shows program activity hours, and module card titles link directly to the filtered module list view.
* **Direct Contacts card** — Organizations using action plans for direct contacts now see a Direct Contacts card in the Outputs dashboard.

## Export Updates

* **Summary Export** — Now includes Action Plan ID and Action Plan name columns across module worksheets.
* **User Export** — Now includes a Viewable Users column.
* **"Not linked to an Action Plan" label** — Records not linked to an action plan now display "Not linked to an Action Plan" in exports instead of a blank or internal value.

## Other Improvements

* **Default collaborator access** — When adding a collaborator, the Access dropdown now defaults to "View & Edit" instead of "View Only."
* **Search text persistence** — Search text in module list views is preserved when you navigate away and return.
* **QER auto-calculate volunteer hours** — The Auto-Calculate button on quarterly effort records now also populates volunteer hours from program activities.
* **Action plan copy for admins** — Organization administrators and data managers can now copy any individual-level action plan from a past reporting period to the current year.
* **Professional development read-only occurrences** — Event occurrences in past reporting periods are now read-only and cannot be edited or removed.
* **CRM site search and filter** — The CRM search bar now searches site names, and a new Site filter is available.
* **CRM delete permission** — The Delete button on CRM contacts is only visible to users with delete permission.
* **Data manager survey type change** — Data managers can now change a program survey's Type after responses have been collected.
* **Notification email reply-to** — All PEARS notification emails (collaborator, action plan, registration, etc.) now set the reply-to address to the person who performed the action.
* **Profile photo** — Users can upload a profile photo on their user profile page.
* **Copy form validation** — Copy dialogs now enforce the same maximum character length as the original record's name field.