Improvements
- Added the ability to rearrange the order of Contact custom fields appearing to an applicant in the Grantee Portal.
- Added the option to exclude Dockets or Portfolios without a status in the Dockets Dashboard and the Portfolios Dashboard criteria.
- Updated display for the following standard reports: Pending Grants Without Payments, Approval Summary, Pending Summary, Staff Portfolio.
Fixes
- Re-added date to file name of files exported to Excel.
- Resolved a bug with email notifications when batch adding workflows. Prior to the fix, the email notification sent to the GivingData user assigned to a task in the workflow did not contain content (such as text, logos, link to GivingData).
- Corrected an error when renewing a Request from Scenario Planning.
- Resolved a bug with adding a dropdown date contact custom field in Settings.
- Fixed a bug occurring when responding to a comment in a submitted intake entry by following a link from an email notification.
- Corrected an error occurring when accessing the Payments Year to Date report.
- Resolved a bug with incorrect imported payment dates. Prior to the fix, the issue would occur when re-importing payments that were already set to Paid. The payment date would get changed in that scenario even though no change was necessary.
- Corrected an issue with marking a Request grant term change as a grant term amendment.
- Resolved a bug in which no email notifications were sent when a comment was added to a workflow.
- Fixed a problem with the "Next Payment Account" merge field. Prior to the fix, when using the field in a Request Super Doc, the field did not pull in its data.
- Fixed a bug in which the Staff Portfolio showed requests by calendar year (rather than fiscal year).