Coming May 17th! This update brings exciting Home Page customization options, automatic signed document uploads for E-signature documents, a new Grantee Portal language option and more! Let’s dive in!
Announcement! A new GDCentral space for Known Issues is launching on May 19th. This space will highlight the high impact bugs that have been reported so you can stay informed.
What’s New?
🖋️Automatic upload of completed e-signature documents!
A new setting is available for the DocuSign and Adobe Sign integrations that will automatically add a copy of the signed PDF as a new document to the record that the original document was sent from. Reach out to your CSM or implementation manager to have this setting activated!
💡Automatically adding the completed e-sign document allows more users quick access to the signed document.
📚Learn More: Send a Document for E-Signature through Adobe Sign & Send a Document for e-Signature through DocuSign
🛠️ Improvements
💰 Refreshed Grantee Portal “Add Bank Account” modal!
The look and feel of the “Add Bank Account” modal in the grantee portal has been updated. The modals for a new ACH or Wire transfer now displays all inputs on one screen instead of paging through the modal. The modal for the Wire with Intermediary has a two-page modal, with the steps clearly outlined at the top of the modal and with the buttons.
💡The information needed is now clearly displayed on one page with a scrollbar, saving your grantees clicks when adding bank account details!
📚 Learn More: Collect Bank Account Information Through the Grantee Portal
⚠️ Sensitive data warning and reminder
We’ve added a data protection warning in your Grantee Portal Intake Entry builder. While your entire database adheres to strict SOC 2 compliance for data protection, a reminder that information added to custom or long-text fields can then be accessed by most of your Foundation users through the product. We strongly recommend using our Bank Account fields for sensitive information since it provides additional protection through limited permissions and data masking.
🌐 European Portuguese language option for intake forms!
European Portuguese is now available as a language setting for the intake forms. This setting will translate the grantee portal text and fields into European Portuguese.
📋 New columns added to the “Assigned to Me” widget!
Thanks to community feedback, we added three new columns (ID, organization, and request) to the ‘Assigned to Me’ widget so you can get more context on the tasks in your list without needing to click into each one. We also added a configuration setting so that you can hide either Tasks or Requirements if they don’t apply to you. Finally, in the same settings modal, you can filter out Tasks with a dependency and tasks you are following (vs assigned) to focus on the actionable work on your plate– these settings are enabled by default!
💡Save time (and clicks!) getting more context and information on the tasks in your list, without needing to click on them.
📚 Learn More: Customize the GivingData Home Page
📋 Easily re-run an unsaved Super Search from the Home Page!
At PEAK we heard feedback about how frustrating it can be to configure a new Super Search, forget to save it, and have to start over. Now you can reference your recently run Searches, whether they are saved or not! We also extended the list from 5 to 10 so you have easy access to more of your history.
💡Save time and effort if you forget to save a super search! Easily access unsaved super searches directly from your homepage!
📋 Grant fiscal year column in Quick Search
Quick Search now includes the fiscal year as a result column, making it easier to find the right requests.
📝 New Staff Notes field on the View Application Modal
The View Application modal now has a field for staff notes. Staff can write some quick comments or leave notes in this field and surface them in Request Super Searches, Intake Entries Super Searches and as a dynamic field in Super Docs.
🐛 Notable Bug Fixes
Each release includes bug fixes to enhance stability and improve your experience. Here are some key fixes:
- Text Editor: In some modals, such as the Task modal, the text editor toolbar was being cut off and not displaying all of the font sizes and toolbar options available. Now, all font sizes and toolbar options are being displayed, even on small screen sizes and small modals.
- Task Super Search: When conducting a Task Super Search with criteria for a due date set to be “on or before” a specified date, the results list was not narrowing down to the proper date or date range. This has been resolved and now the due date range is accurately being reflected in the results list.
- Grantee Portal: Required fields within an intake form are denoted using a red asterisk next to the required field. When a user’s screen is zoomed in, the asterisk was placed above the field, instead of inline next to the field. This has been resolved, and now the asterisk will now always display next to the required field.
- Grantee Portal: Within the intake form, the fields have a specified column width that is used to arrange the fields next to each other, in a side by side view. The column width and side by side arrangement of fields was not working properly on intake forms that had comments disabled. This has been resolved, and now the column width and arrangement for a side by side view is working for all intake forms.
- Assessment Merge Fields: When using the Monitoring and Assessment merge fields in a document to merge in the measurable outcomes, the order of the outcomes in the document was not the same as the order within GivingData. The merge fields are now aligned with the Monitoring and Assessment assessment order defined in the settings.
💡 If you encounter any issues, reach out to our support team (support@givingdata.com)—we're happy to help!
📀 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.
IntakeEntries Table
- New Column Added: StaffNotes
-
- Type: nvarchar(MAX)
- Nullable: Yes
- Purpose: Allows internal notes to be stored per intake entry.
- Conditionally Added: Only if the column did not already exist.