Release Date: December 13
Improvements
- Added the ability to upload and download documents from Portal intake forms. GivingData users can add a file (either a template or a published document from GivingData) into an intake form.
- Removed the Year-To-Year Summary Report from the site.
- Removed the Multi-Year Support Trend Report from the site.
- Removed the Visualizer tool from the site.
Fixes
- Resolved an error occurring when importing a file from an Organization Intake Form.
- Fixed an error occurring when importing data from a report intake form.
- Corrected a display issue for the Organization field/search box in the Dashboard Criteria modal.
- Resolved an issue occurring when selecting a contact record from a Super Search. Prior to the fix, the record opened to the Watchlist Check tab when watchlist checks were not enabled.
- Fixed a bug with uploading documents with file names containing foreign characters to the Grantee Portal.
- Resolved a bug with deselected codes remaining in intake forms.
- Fixed an error occurring when importing an intake form with an attached file.
- Corrected a bug with removing deleted documents from a docket. Prior to the fix, linked documents would get left behind in the docket after a Request had been removed from the docket.
- Fixed a bug occurring when editing a dynamic Project Budget field in a Super Doc.
- Resolved a bug with the Meeting Date field in Default Request Properties not populating when importing data from an intake form.
- Fixed a bug with the Payment Summary occasionally not appearing on a Payments Dashboard.
- Resolved issues with performing large (over 30 records) batch edits through Super Search.
- Corrected an error occurring when viewing the weekly view of a Dashboard.
- Resolved a bug in which due dates for an intake form are not consistent throughout the site.