Coming March 28, 2026! This release is dedicated to maintenance and bug fixes. This update resolves a wide range of issues across Super Search, Interactions, and External Review Responses — delivering increased reliability and consistency throughout the GivingData platform.
🐛 Notable Bug Fixes
Each release includes bug fixes to enhance stability and improve your experience. Here are some key fixes:
- Super Search Sort Columns: Non-sortable columns such as Disposition, Next Payment Amount, and Payments This Year were available to select in the Super Search "Edit Columns" sort dropdown, even though they could not actually be sorted on. This has been resolved and non-sortable columns are now correctly filtered out of the sort dropdown.
- Super Search Change Owner: When using the Change Owner function in Saved Super Searches, inactive legacy BBGM/GIFTS users were appearing in the staff list. This has been resolved and only active GivingData users now appear in the Change Owner dropdown.
- Super Search Subcodes: When building a Super Search using code criteria, subcodes were not automatically selected when a parent code was chosen. This has been resolved and subcodes are now automatically included when selecting a parent code, restoring prior behavior.
- Contact Batch Email: When sending a batch email from Contact Super Search, the system was generating multiple distinct deliveries (observed x3) to the same recipient in a single send. This has been resolved.
- Interaction Email Replies: When a grantee replied to an email sent through Interaction emails, the response was not being logged in the Interaction tab or recorded in the email activity log. This has been resolved.
- Duplicate Interaction Emails: When a grantee replied to an interaction email that included a CC'd staff member, the CC'd staff member received duplicate emails — one with the full recipient list and one sent only to them. This has been resolved.
- Home Page Task Widget: Workflow tasks opened from the Home Page widget would display a spinning status and become unresponsive after interacting with them. Subsequent tasks could not be clicked, and changes were not reflected until the page was refreshed. This has been resolved.
- Link to GuideStar: The ProPublica/Candid link on the Financials & Compliance page was not redirecting correctly, resulting in a "page cannot be found" error when attempting to view organization data. This has been resolved and the links now redirect properly.
- Portfolio Overview Chart: The codes within the Grant Totals by Code chart at the bottom of the Portfolio Overview page were no longer clickable for accessing the list view. This has been resolved and the codes are now clickable again.
- Super Doc Templates: Users were unable to edit the properties (such as title) of Super Doc Templates after they had been created, as the edit option was no longer available. This has been resolved and the option to edit template properties has been restored.
- Workflow Dependencies: When adding workflow steps, the "Dependent On" dropdown was not appearing reliably for the second task and required a page refresh. Additionally, reordering tasks did not properly update the dependency dropdown options. This has been resolved and the Dependent On field now displays correctly in real time.
- Workflow Entity Selection: When manually adding a workflow to a request, users were no longer prompted to select the associated record (such as a Payment or Requirement) for the workflow type. This has been resolved and users are now prompted to select the relevant entity when adding a workflow.
- Request Workflows Page: Workflows associated with certain request records were not visible on the Workflows tab, and the option to add another workflow was not available. This has been resolved.
- Task Modal Navigation: When navigating between tasks on the Home Page and adding comments, the task title and content in the modal did not update to reflect the newly selected task. This has been resolved and the task modal now correctly refreshes when switching between tasks.
- Budget Notes: When updating the Amount Allocated in Budget Manager, the Budget Notes field was being cleared. This has been resolved and budget notes now persist when the allocated amount is changed.
- Contact Tags: Users were unable to add tags to Contact records, as the option to add tags was missing from the Tags & Coding tab. This has been resolved and the tag functionality has been restored on Contact records.
- Grantee Portal Conditional Logic: Conditional logic on portal forms using text dropdown fields was not working as expected — if a grantee selected one option and then changed to another, the fields for the prior selection would remain visible. This has been resolved.
- Intake Form Conditional Logic: On intake forms, fields configured with "Display Based on a Dropdown Field Answer" conditional logic appeared blank when no option was selected. This issue affected existing conditional logic fields but not newly created ones. This has been resolved.
- External Review Form Text Responses: Text area/comment field responses from External Review Forms were not appearing as selectable display columns and were not included when exporting to Excel. Only scores were exported. This has been resolved and text field responses now appear in the display columns and exports
- Board Portal Sorting: Users were unable to sort records within the Board Portal. This has been resolved.
- Reports Tool Date Formatting: In the Premium Reports Tool, date columns were not displaying in the user-configured format (e.g., 01/29/2026) and instead appeared in long-form text (e.g., January 29, 2026). This has been resolved and date fields now display using the selected format.
- API Contact Preferred Email: The emailAddresses[].primary property in the GET /api/public/contacts API response was not reflecting the Preferred Email selected in the GivingData UI, returning false for all email records. This has been resolved and the API now correctly returns the preferred email flag.
- Bank Account Number Display: The masking logic for bank account numbers is being updated to improve usability while maintaining security. Previously, the entire account number was masked. With this change, account numbers with 8 or more digits will display the last 4 digits, and account numbers with 4–7 digits will display the last 2 digits. The help text for the "Max Bank Account Digits Allowed" setting will also be updated to reflect the new masking behavior.
- Super Search Column Widths Persist or “Stick”: When a new search is run, initial column widths are automatically set based on the data type in each column (for example, date fields default to a narrower width while rich text fields are given more space). When a user adjusts the column widths in search results, those widths will persist when they navigate away and come back to the same search. However if they run a new search for the same record type, their saved column widths do not carry over from before because it's technically a different search and the column widths are saved with the search. If you re-run a saved search that you are the owner of, your column widths will carry over from the last time you ran that search.
💡 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.
- Updated ReviewResponses view to include Text (TextArea) field type