Release Date: January 11
New Rich Text Editor for GivingData and Portal
We are excited to announce updates to our rich text editor throughout GivingData and the Portal. The new rich text editor has enhanced formatting capabilities and addresses common issues with copy-and-pasting from external sources such as Word Documents. These improvements aim to streamline the editing process, ensuring cleaner, more consistent formatting across all rich text fields. The updated editor now better preserves styles and layouts when pasting content from external sources, reducing the need for manual adjustments.
Improvements
- Grantee Portal - Contacts Field: Updated contact input field layout on grantee portal intake forms. These changes are visual improvements to the user interface. Changes to the UI include: Updates to the style and location of buttons, relocation of the required field asterisk, removal of the completed icon and an update to the contact field title.
- Grantee Portal - Financials by Year Fields: Updated financials by year display and input field layout on grantee portal intake forms. These changes are visual improvements to the user interface. Changes to the UI include: Updates to the display of current values on record, updates to the progress indicator design, change in font styles, button alignment and panel titles.
- Grantee Portal - Comments and Comment Notification Emails: Updated comments design within a grantee portal intake form. These changes are visual improvements to the user interface. Changes to the UI include: Updated comment button icon location and expanded view, expanded comment section will push the page content to the right. Additionally, when a user receives a notification email of a new comment on their intake form, the email will contain a link that brings them directly to the page of the intake form where the comment was added.
- Grantee Portal - Submit Page Icons: Updated icons on the submit page of grantee portal intake forms. These changes are visual improvements to enhance the contrast.
- Grantee Portal - Eligibility Test Required Fields: An unsolicited application eligibility quiz can no longer be submitted without completing all of the required fields. This update improves the user experience by only allowing submission of the eligibility quiz once all fields have been completed, preventing the need for the grantee to return to the quiz to complete any remaining fields.
Notable Bug Fixes
With every new release, we address bug fixes that may affect your user experience. If you have any queries or concerns about bugs, feel free to contact our support team for assistance.
- Formatting issues with pasting data from an external source into HTML editor/rich text editor fields throughout the site has now been resolved.
Replica Database Schema Changes
Clients without a replica database in their subscription can disregard these technical details. This section is intended to notify administrators about changes to the database schema. If your subscription includes a replica database, these details may be relevant to the administrators managing your replica database or advanced data visualization tools like Power BI. For further assistance, please contact our support team.
Add IntakeEntryPageId to Notifications, similar to Activity
ALTER TABLE [dbo].[Notifications] ADD [IntakeEntryPageId] int NULL
Convert task description fields to nvarchar(max)
ALTER TABLE [TaskTemplates] ALTER COLUMN [Description] nvarchar(max) NULL
ALTER TABLE [Tasks] ALTER COLUMN [Description] nvarchar(max) NULL
Add CustomFieldValId column to CustomFieldVals table
ALTER TABLE [CustomFieldVals] ADD [CustomFieldValId] INT IDENTITY(1,1)