Coming April 26th! This update brings exciting Home Page customization with a Super Search chart widget, faster Workflows, and a refreshed Manage Codes page in the Grantee Portal Settings. Let's dive in!
What’s New?
🏡 Home Page Customization and Widgets!
Make your home page your own! All users can now personalize their Home Page with easy-to-add widgets — drag, drop, edit, or remove as you like. Admins with "Manage Home Page Settings" permission can set a custom default for everyone, too!
New Widget! Add a Saved Super Search Chart from Requests, Orgs, Requirements, and Payments searches to your homepage and access the information you need to see upon logging in.
💜Look for the bright purple icons to guide you to new features on the home page!
💡 Flexibility for everyone to build a home page that's truly useful and tailored to their work!
📚Learn More: Customize the GivingData Home Page
🛠️ Improvements
⚡ Workflow Lag Time: Gone!
Workflows and tasks now kick off immediately after a triggering action — no more waiting around! We’ve also removed the “Checking Workflow Rules” notification since everything now happens in real-time.
🎨 Grantee Portal Settings: Manage Codes Refresh
The Manage Codes page in the Grantee Portal Settings got a makeover! Enjoy a cleaner layout, improved accessibility, new list view with pagination, clearer descriptions, and updated buttons. Plus, for intake forms with code selection questions, the parent/child code selection is smarter and more intuitive for Grantee Portal users!
📚 Learn More: Grantee Portal Setup
🐛 Notable Bug Fixes
Each release includes bug fixes to enhance stability and improve your experience. Here are some key fixes:
Code Merge Fields for Document Templates: When using the manual merge fields within a Word Document template, the merge field for the Request Code Description was displaying the short name of the code. This has been updated to now show the code name, not the code short name.
Currency Merge Field for Document Templates: When using the merge field for the Payment Amount In Other Currency within a Word Document template, the merge field was not properly rounding the decimal places and adding the currency symbol for the South African Rand and Peruvian Sol. Both currencies are now being merged into the document template with the proper decimal rounding and currency symbol.
Grantee Portal Forms: portal users were not able to view MEL standard assessment sources prior to the assessment group being added to the request. Now, the standard assessment sources are visible regardless of whether the assessment group had been added to the request.
Grantee Portal Forms: In a grantee portal form, a user can add a new contact on the contact question but does not need to select that new contact to submit. If no contact was selected, the system would import the newly added contact as the response to the contact question. Now, if no contact is selected in the contact question, no contact will be imported for that question for the form.
Grantee Portal Intake Forms Dashboard: When viewing the grantee portal intake forms dashboard for unsolicited applications, the column for “New” applications in the list and dashboard visual was hidden. This “New” applications column is now visible and batch actions are available for Pro & Enterprise users.
Super Doc Super Searches: On a Super Doc type Super Search, a custom field can be added as a column in the list view. When attempting to sort the list view by the column displaying a custom field an error was displayed. Now, the list can be sorted by the custom field without an error.
Multi-Factor Authentication: The MFA login option to “remember my device for 30 days” was not remembering a user’s device to allow bypassing the verification code login for 30 days. Users will now not be prompted to login with another verification code login without another verification code for 30 days if the option was selected.
External Reviewer: When batch assigning External Reviewers to a Review Form, the batch process was failing without an error notification. This has been resolved.
Record Last Updated Date: On an Organization Record and Request record, the Last Updated Date was not accurate when compared to the changes made on the record that are logged in the record’s Activity Stream. The Last Updated Date will no longer be out of sync with future changes that are made on these records and should match the most recent Activity Stream change date.
Custom Field Values: When a Custom Field with a string input had the contents deleted, the field was being saved as an empty string instead of a NULL value. This caused super search criteria based on this custom field to be incorrect when searching for “is missing” values. An empty string Custom Field is now saved as a NULL value.
Charity Status Verification: When running a Charity Status verification, Organizations with an Exempt status were being portrayed as “Not Found”. Now, when an EIN is missing from the Pub78 file but exists on the BMF file and has a Group Exemption, the organization’s status will display as “Exempt.”
💡 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.
Enhancements to PageTemplateFields Table
-
Added new column:
Locked (bit, NOT NULL, default: 0) – used to indicate if a field is locked. -
Removed columns:
- ColumnWidth
- OrderNum
Updates to WidgetSettings Table
-
Added new column:
UserId (int, NULL) – links to the user configuring the widget. -
Added computed column:
IsDefault (bit) – computed as 1 when UserId IS NULL, otherwise 0. -
New foreign key constraint:
FK_WidgetSettingsUserId_Users – enforces referential integrity to the Users table.
Creation of UserPageTemplateFields Table
- A new table to support user-personalized homepages.
Table Definition:
- UserPageTemplateFieldId (int, identity, PK)
- UserId (int, nullable, FK to Users)
- PageTemplateFieldId (int, FK to PageTemplateFields)
- IsDefault (computed bit, same logic as WidgetSettings)
- OrderNum (int)
- ColumnWidth (int)
- Hidden (bit, default 0)
- CreateUserId, ChangeUserId (FKs to Users)
- CreateDate (default: GETUTCDATE()), ChangeDate