This update brings faster searching, leveled up batch emails, Interaction lists to Super Docs, expanded Web Publishing API fields, and an update to currency fields in the grantee portal to enhance your experience. Let’s dive in!
What’s New?
🔍 Brand New Quick Search Bar
Searching is now a breeze! The brand-new quick search bar helps you instantly find what you need—records, tasks, documents, EINs and more. Just type a keyword and voilà! You'll get categorized, filterable results. If you don’t enter a keyword, you’ll see your most recently accessed results—quickly pick up where you previously left off.
💡 Search more efficiently for what you need and quickly access it!
📚Learn More: Quick Search
🛠️ Improvements
📬 Batch Emails – Replies now supported!
Replying to batch emails is now possible! When recipients respond to batch emails, those replies are stored on the related interaction record. Users can now add new email addresses to batch emails (even if they’re not contacts yet!) by typing them in and hitting enter or tab.
💡 Keep the conversation going with your grantees on the interaction record! All replies will be stored in a streamlined email chain.
📚Learn more: Send Batch Emails
📝 Super Docs Meet Interaction Lists!
Level up your Super Docs by adding Interaction lists for Organization and Records!
Organization Super Docs can now display: Org Interactions, Request Interactions, Payment Interactions, and Requirement Interactions.
Request Super Docs can now display: Request Interactions, Payment Interactions, and Requirement Interactions.
🙅♀️Contact Interactions are not available to be added to Super Docs due to filtering limitations.
💡Review the latest interactions with your grantee while preparing a post grant review!
🏛️ Charity Check – Daily Downloads and Date Updates
We’re keeping things fresh with automatic daily downloads of IRS data for Publication 78 and the Business Master File to check for updates against the previous file. If there are changes in the Pub78 file or BMF, the data will be updated and the Most Recent IRS Publication 78 date or the Most Recent IRS BMF date will be recorded.
💡The IRS publishes these files regularly on the second Tuesday of the month. This change will take effect on April 8th when the IRS publishes their next file.
💰 Regranting Modal – A Fresh Look
We’ve given the regranting modal a visual refresh! Clean, accessible, and more user-friendly
with a new scroll bar and updated date picker.
💡 No functionality changes—just a prettier, smoother experience!
💵 Positive Values Only – Portal Currency Update
We've added a little safeguard to currency fields in the portal. No more negative numbers—only positive values allowed.
💡This ensures fields like “requested amount” stay clean and accurate.
🌐 Web Publishing API – Now with Custom Fields!
Custom Fields are now accessible via the Web Publishing API.
📚Want the full list of fields available from the Web Publishing API? Head to GDCentral and view the API Documentation.
🐛 Notable Bug Fixes
Each release includes bug fixes to enhance stability and improve your experience. Here are some key fixes:
Exchange Rate Merge Fields: The in app email merge field for Recommended Amount Exchange Rate was truncated to two decimal places instead of displaying the full exchange rate value. The merge fields for exchange rates now display all decimal places.
Australian Charity Checks: When conducting a charity check verification for Australian Charities, the Deductible Gift Recipient field was displaying inaccurate information for an organization. The Deductible Gift Recipient field is now accurate with the Australian Business Register.
Grantee Portal Forms: The field for Request Specific Assessment Sources was displaying all data as inactive. This has been corrected and active assessments are displayed in the Grantee Portal forms.
Grantee Portal Forms: Users with more than one published document on a form were seeing a duplicate of the same document instead of the different documents that had been published. This has been resolved to display all published documents properly.
Reports Tool: Requests with split percentage coding were not being grouped by primary code assignment and were instead being listed in both the primary and secondary grouping. The requests will now be grouped only under the primary code assignment.
Merge Fields for Super Docs and Emails: Merge Fields for Codes on Grantee Portal Intake Form Email Invitations and Super Doc Document Content fields were not mapping in the code correctly. This has been fixed to properly map the code in from the merge field.
Payments Dashboards: Criteria to Exclude Statuses was displaying inconsistent statuses that were being excluded in the preview and in the modal to select statuses to exclude. This is now resolved.
External Reviewer: When batch assigning External Reviewers to a Review Form, the batch process was failing without an error notification. This has been resolved.
Printing Applications: When printing an application from GivingData, the spacing of the application questions on the page was condensed when bold fonts were used. This has been resolved and the spacing of application questions when printed will no longer be condensed.
💡 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.
- We have expanded the RecentSearches table to include additional fields for improved tracking and organization of search data. The following columns have been added:
- InteractionId (int, NULL)
- TaskId (int, NULL)
- DocumentId (int, NULL)
- DocumentType (varchar(10), NULL)
- PaymentId (int, NULL)
- RequirementId (int, NULL)
- PortfolioId (int, NULL)
- DocketId (int, NULL)
- SearchGroup (varchar(100), NOT NULL)
- Added SystemEvents table
- Updated MostRecentAssessmentsBySource view to exclude self-assessments
- Removed RecentSearchSave procedure