Coming March 7, 2026! This update brings custom fields and file uploads to Bank Accounts, various improvements, and bug fixes! Let’s dive in!
What’s New?
️⭐ Bank Accounts Custom Fields and File Uploads
Your CSM can help you add a new custom field specific to Bank Accounts. These custom fields will be displayed on the Bank Account details page and have an optional setting to encrypt the field for added security for sensitive data.
Files can now be uploaded to the Bank Account details page to securely store files related to the bank account or verification. Files can be added to bank accounts when adding a bank account in GivingData by staff member with appropriate permissions, or through the Grantee Portal by a Grantee Portal User.
📚 Learn more: Manage Organization Bank Accounts
🛠️ Improvements
✨ Side Navigation menu will stay expanded or collapsed!
The side navigation menu will remember your previous view preference, expanded or collapsed, the next time you log into GivingData or open a new tab.
⚡ View the record name in the browser tab!
When using Chrome or FireFox browsers, the tab will display the record type and name that is displayed on that tab. Hover your curser over the tab to view the details for longer record names. The name will be displayed on the tab when viewing Organization, Request, Docket, and Portfolios.
⚙️ Interactions API
New Interactions API endpoints have been added to support creating, updating and deleting Interactions in GivingData. Reach out to your CSM if you are interested in enabling this API.
📚 Learn more about our APIs: Detailed API Documentation
✨ Request Workflows – Updated Look and Feel!
The Request Workflows page has an updated user interface to maintain consistency and improve accessibility. These changes do not contain changes in functionality but are visual improvements to the user interface.
✨ Organization Financials and Compliance – Updated Look and Feel!
The Organization Financials and Compliance page has an updated user interface to maintain consistency and improve accessibility. These changes do not contain changes in functionality but are visual improvements to the user interface.
👤 Custom Field setting for Personally Identifiable Information
Custom Fields are created by your CSM or Implementation manager; however, admin users can edit Custom Fields once they have been created. On the edit modal, a checkbox has been added to notify GivingData if the custom field contains personally identifiable information (PII) that is subject to privacy requirements. This checkbox will be checked if the custom field holds data such as names, contact details, or other personally identifiable information.
🐛 Notable Bug Fixes
Each release includes bug fixes to enhance stability and improve your experience. Here are some key fixes:
- External Reviewer Form: When building an External Reviewer Form, the integer field type was not accepting the value of “0” as a drop-down option. This has been resolved.
- Custom Fields: The custom fields for text areas and HTML inputs displayed truncated text when viewing the data in the custom field. This has been resolved and now the data will display all text within the field.
- Payments & Approvals Dashboards: When changing the date range multiple times, the first change will update the values, but subsequent changes were not updating the values on the dashboard. This has been resolved.
- Contacts: When creating a new Contact record, inactive Contact Roles were available to select from the drop-down options. Now, inactive Contact Roles are correctly filtered out of the drop-down options.
- Super Search: When exporting dates and currency fields to Excel from the Super Search list view, the formatting of these fields in Excel is different than in the Super Search list. This has been resolved.
- Home Page Chart Download: After downloading the default dashboard chart as a PNG or JPEG, the value labels and chart did not display correctly in the downloaded image. This has been resolved.
- Word Document Template: An empty merge field value for Request Description was preventing a Word Document Template from being added to a Request record. This has been resolved.
- Requests: When adding a new Request, the process of adding codes had additional clicks to select the correct coding. This has been resolved, and required coding will automatically display on the modal for selection.
- Grantee Portal Intake Forms: A contact field in an intake form was unable to be submitted, despite all the required fields being completed. This has been resolved.
- Workflows: For Workflow Tasks that had a Task Completed Action to Approve or Decline the Workflow, the modal to approve or decline the Request remained open after the approval or declination occurred. This has been resolved, and this modal now closes on its own.
💡 If you encounter any issues, reach out to our Support Team —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.
Custom Fields
- Added ContainsSensitiveData (bit, default 0) to the CustomFields table to flag fields containing sensitive data.
- Added ContainsPersonalInformation (bit, default 0) to the CustomFields table to flag fields containing personal information.
Custom Field Values
- Added FieldValueEncrypted (varbinary, nullable) to the CustomFieldVals table to support encrypted field value storage.
- Added BankAccountId (int, nullable, FK → BankAccounts) to the CustomFieldVals table to associate custom field values with a bank account.
Documents
- Added BankAccountId (int, nullable, FK → BankAccounts) to the Documents table to associate documents with a bank account.
Interactions
- Added HubSpotId (nvarchar(20), nullable) to the Interactions table to support HubSpot integration.
Grantee Portal Configuration
- Added en-US help text for the OrganizationAddress field across all bank account types (ACH, Wire, Wire Beneficiary, Wire Intermediary).
- Added a FileUploads field (optional, not selected by default) to all bank account types (ACH, Wire, Wire Beneficiary, Wire Intermediary) in the bank account configuration.