Release Date: November 4
Improvements
- Updated the process for batch adding a requirement with an intake form to a request. Now, the default assigned Grantee Portal User on a request is automatically added as an assigned user on the intake form, and the request followers (that have view or manage intake entries permissions) are automatically added as followers on the intake form.
- Added a checkbox on the Grantee Portal Campaign modal when adding or editing a campaign. This checkbox allows users to prevent the submitter of an unsolicited application in this campaign from automatically being associated with the organization. Checking the checkbox prevents the Grantee Portal User from automatically being added as an organization contact and from automatically being assigned as a Grantee Portal User on the unsolicited application. The checkbox reads: "Disable automatic contact assignment for submitter," and a tooltip appears next to the checkbox text explaining the functionality described above.
- Added a horizontal scrollbar to the top of the Payments and Approvals Dashboards' Allocation Summary. This scrollbar only appears if the summary contains enough columns to exceed the width of the screen/view. Previously, the user had to scroll down to the bottom of the table in order to see the scrollbar, but now it shows both at the top and bottom of the table.
- Updated the Grant Commitments Schedule Report to take refunds into account. Refunded amounts are now subtracted from the relevant paid columns.
Notable Bug Fixes
- Fixed an error occurring when a Grantee Portal User opened an unsolicited application containing a contact field. This fix was merged back to version 5.0.10.1.
- Resolved issues and errors occurring when viewing unsolicited applications. This fix was merged back to version 5.0.10.1.
- Corrected an error occurring when importing files from an intake form. This fix was merged back to version 5.0.10.2.
- Fixed a problem with intake forms disappearing from requests when the request is moved from one organization to another. This fix was merged back to version 5.0.10.2.
- Resolved an error occurring when moving a request from one organization to another. This fix was merged back to version 5.0.10.2.
Other Bug Fixes
- Resolved an issue with recipient's responses to emails out of GivingData not being received or logged in interactions.
- Fixed a bug with setting a request custom field on an invited application as read only.