🚀 Release Notes 5.3.9 – Sticky Note Widget, Batch Add Super Docs, and External Reviewer Response Table!

Coming July 11, 2026! This update introduces powerful new features, including IRS 990 financial data import for US organizations, a customizable Sticky Note homepage widget, edit history timestamps on Notes fields, and expanded Quick Search to find records by phone number. Super Search receives improvements including additional inline-editable fields, the ability to favorite saved searches, batch Super Doc creation, and new filter criteria across multiple entity types. External Review workflows can now be automated based on submission completion or due dates.

🛠 Improvements

Sticky Note Widget for Homepage: A new Sticky Note widget is now available in the homepage Add Widget modal. Users can add one or more sticky notes (max of 10) to their homepage dashboard to keep quick reminders, notes, or important information visible at a glance. This widget is available to all users who can customize their homepage.

Edit history timestamp on Notes fields: Notes fields throughout GivingData now display a "last edited by" timestamp showing the editor's initials and the date and time of the most recent change. This applies to Request Notes, Request Declination/Approval Notes, Organization Notes, Payment Notes, Requirement Notes, and Requirement Description (long notes). If a notes field has never been edited, it displays "No Edit History." When multiple edits have been made, the most recent update is shown along with a history button that reveals a tooltip of prior entries on hover.

Organization Financials from IRS 990 data: Foundation staff funding US organizations can now import multi-year financial data reported on IRS 990 filings directly into GivingData. On an Organization's Financials & Compliance page, a new import process allows users to select which available fiscal years of data to bring in, covering Assets, Liabilities, Net Assets, Unrestricted Assets, Revenue, and Expenses with the data source recorded as IRS 990. No existing data is overwritten — duplicate fiscal years are added as new entries, and each imported data point can be individually edited after import. Within intake forms that include the mapped Organization Financials By Year field, a Tax ID lookup checks for available 990 data and lets portal users select which years to add to the form. Organization Super Search now includes columns for financial data. This feature is available for US organizations.

Add New Organization record with Tax ID field: When adding a new Organization record, you can now optionally input a tax ID and run a charity check for the organization.

Quick Search – Search for record by Phone Number: Quick Search now includes Contact Phone Number and Organization Phone Number in its search results. When a user types a phone number into Quick Search, matching contact and organization records are returned. The search accommodates different formatting conventions, so numbers entered with dashes, plus signs, spaces, or other special characters will still match records stored in a different format. No additional settings or permissions are needed to use this enhancement.

Organization Documents Page Filter by Document Type: The Organization record Document page can now filter the documents list by document type.

Restored link to the Organization Subsidiary: The Subsidiary Of field on an Organization's About page once again includes a clickable link to the parent subsidiary organization record. This link had been removed in a previous update and has now been restored, allowing staff to navigate directly from a subsidiary organization to its parent record without needing to search for it separately.

Localization setting for Tax ID: A new setting for the Tax ID field display label can be found in System & Setup > Localization. This setting will update the display for the Tax ID field to the naming convention that aligns with a clients country or preference. This label will be used for Organization Tax ID field across Quick Search, Super Search, list views, forms, and merge fields. Suggested options for renaming this field are:

• Charitable Registration Number (Canada)

• Charity Commission (England and Wales)

• ABN (Australian Business Number)

• ACNC Registration — charities are specifically registered with the Australian Charities and Not-for-profits Commission (ACNC)

• After a change is made to this setting, sign out and sign back in to have the change applied.

  

Setting to display Pro Publica and Candid links on Organization record: A new setting can now toggle on or off the display of the links to Pro Publica and Candid on the Organization’s Financial & Compliance page. Within Client & Feature Configuration, System Admins can set the “Display Pro Publica and Candid Links” toggle to No to hide these links.

Additional Grantee Portal Intake Form Languages: The Grantee Portal and forms buttons and hardcoded values (not intake form questions) can now be translated into additional languages when selected from the Intake Form Properties and when the portal user has their browser settings aligned with the language of the form. Supported language translations are: French (Canada), French (France), Spanish (Latin America), Spanish (Mexico), Spanish (Spain), Portuguese (Portugal), Danish (Denmark), English (United Kingdom), English (United States).

Safari browser Tab key functionality: The Save and Cancel buttons in modals are now reachable via the Tab key when using Safari. Previously, pressing Tab in a modal would skip these buttons and redirect focus to the browser's address bar, requiring users to use a mouse to complete or dismiss the modal. This fix improves keyboard navigation and accessibility for Safari users across the application.

Interaction Email Replies: On the interaction record for emails, the reply to thread area is now condensed until clicked into to align with other user interface patterns. Once clicked into, the reply text area will expand to display text formatting options, ability to attach a document, and displays help text for the reply.

v5.3.9 (New!)

v5.3.8

Open APIs – Organization Primary Contact: The Organization API output now includes the primary contact's name, email, and address.

.                     

Super Search Improvements

Additional Inline Editing Fields: You can now view and edit a wider set of fields in your Super Search results. This includes fields that connect records to each other, like which portfolio a request belongs to, who its primary staff member is, or what status your task is in. To use it: Open the Add/Remove Columns modal and select any of the newly supported fields. Once added to your search results, click the edit button to edit it inline.

Note: Selecting the checkbox next to the column grouping will enable the editable field within your list.

Results List Move Columns: Managing columns in your super search results list now has additional options to move columns to the left and right, or to move to the first or last column.

Favorite a Super Search: Users can now mark saved Super Searches as favorites using a heart-icon toggle. The toggle is available in two places: the action bar when a saved search is open, and the Favorite column on the Saved Searches landing page table. Favorites are scoped to the individual user — each person manages their own list independently. A list of your favorited Super Searches can be added to your Homepage in a new widget.

Batch add Super Docs from Super Search: A new batch action, Add Super Doc, is now available in the Super Search batch actions menu under the Add Records category for Organization, Request, Payment, and Requirement searches. This allows foundation staff to add a Super Doc to multiple records at once instead of navigating to each record individually. The Super Doc dropdown displays only the templates that correspond to the entity type of the current search. Access to this batch action is controlled by the existing user permissions for batch editing Organizations, Requests, Payments, or Requirements.

Super Search new Criteria for Organization Background: New search criteria for Organization Background is now available to narrow your results list by the organization background.

Payment Super Search Criteria for Has Payment Contact: A new search criteria to filter your results list by whether or not a payment record has a defined payment contact.

Payment Super Search Criteria for Has Payment Contact: A new search criteria to filter your results list by whether or not a payment record has a defined payment contact.

Organization and Request Super Searches Alerts Column: Organization and Request Alerts can now be added as a column to your Organization Super Search and Request Super Search. The Alerts column display can be configured to edited to display the most recent alerts or all alerts separated by either a semicolon or a line break.

Workflow Task Completed By Criteria & Column: New search criteria and columns are available to add to your Workflow Task Super Searches to narrow your results list by who completed the workflow task and a column group to surface details on who completed the task. The column group “Completed By” with columns for name, email, change dates, and codes can now be added to your results list.

Criteria for Contact Tags: Contact Tags can now be used as search criteria to help filter your results list by specific Contact Tags.

Column for Requirement Type is Inactive: A new column for Requirement Type is Inactive can now be added to your Requirement Super Search results list.

External Reviewer Improvements

Batch Update Review Status from External Review Management page: Foundation staff can now batch-update the review form response status directly from the External Review Management dashboard when viewing the list by Reviewers. Users with the Batch Edit Reviews permission are able to use this batch action.

Review Form Responses Pivot Table: Foundation staff reviewing external reviewer scores and feedback can now switch between two display modes on the External Reviewer response view: By Question (the existing flat list with one row per question response) and By Reviewer (a pivoted layout with one row per reviewer per organization, where each review form question appears as its own column). In the By Reviewer view, question column headers display a tooltip with the full question text when truncated. Column visibility settings, filters, and sort selections sync between views where applicable, and column widths are stored independently per view. The export also reflects the active view — By Question exports the current flat format and By Reviewer exports the pivoted format — both as Excel (XLSX).

Workflows for External Reviews: A new External Review Form workflow type is now available under Admin > Workflows, allowing foundation staff to automate next steps in the review process without manually monitoring the Grantee Portal Intake Form dashboard. Two new automation rules are supported:

1. Add a workflow to requests when all external reviews reach 100% submitted.

2. Add a workflow to requests when the review form due date is reached.

When a task in these workflows is completed, available actions include request actions (approve/decline requests, change request status) as well as new External Review actions such as updating the review form status and accepting or declining applications. The action to update the review form status will provide the option to move the review form stage from Open to Completed, along with inputting a completed date. The automation criteria follow the same pattern as other Grantee Portal Intake Form workflow types, where the Intake Form dropdown refers to the original application being reviewed.

🛠️ Tech Modernization

The following pages have been modernized with minimal UI changes including in-line editing and accessibility improvements.

Records and Modals Left Side Menus update: The side menu for all records and details modals have 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.

v5.3.9 (New!) Interactions modal side menu:

v5.3.8 Interactions modal side menu:

v5.3.9 (New!) Document properties side menu:

v5.3.8 Document properties side menu:

v5.3.9 (New!) Docket Link Request Documents modal:

v5.3.8 Docket Link Request Documents modal:

v5.3.9 (New!) Portfolio side menu:

v5.3.8 Portfolio side menu:

Coming to production in August, available in staging now!

Organization and Request Overview page Customization - The feature toggle to enable this functionality will be available to enable in staging sites after the July 11th release of v5.3.9! Clients who have a staging site can have this feature enabled in their staging site if their staging environment is upgraded to version 5.3.9 to explore the functionality prior to it being released to production in August (with version 5.3.10).

• Client Feature & Configuration toggle name: Personalized Page Templates

  

• Enable the user permission “Manage Record Page Layouts”. Then, navigate to Record Page Layouts to make changes.

  

  

• Make changes to the Organization record page layout and the Request record page layout. Changes that can be made include:

  • Drag and drop fields to relocate them on the page

  • Add a tooltip to a field

  • Hide a field

  • Add custom fields to display on this page

  • Rename page section headings on the Overview page

  • Relocate page sections or hide page sections on the Overview page

  • Hide a tab or relocate a tab within the tab list

🐛 Bug Fixes

Payment Status Prompt Missing on Requirement Dropdown: When marking a payment requirement as “Complete,” the system was not prompting the user to update the corresponding payment status, causing payment workflows to be skipped. The dropdown completion action now triggers the same payment status prompt as the in-requirement completion path, so payment workflows are no longer inadvertently missed.

Grantee Portal Intake Form Batch Limit: The Grantee Portal dashboard was allowing users to select up to 750 intake forms for a batch update before triggering an error, even though the intended maximum was 250. The batch selection limit has been corrected to 250 on the Grantee Portal dashboard.

Quick Search - Apostrophes: Quick search was returning no results when users included an apostrophe in the search term (e.g., searching "Today's" returned nothing, while "Today" correctly surfaced records named "Today's Student"). The search query now handles apostrophes correctly so records with punctuation in their names or titles are returned as expected.

View Email Modal Missing Scroll: In Settings > Activity Logs > Emails, opening the View modal for an email with long body content clipped the content below the view with no scroll bar, forcing users to zoom their browser out to read the full message. The email preview modal now scrolls properly so users can review the entire email content at normal browser zoom.

Application Due Date Displaying Wrong Day: On the Request Overview page's Timeline section, Application Due Dates were displaying one day later than the actual due date for clients in Pacific Time, and because the invitation email merge field pulls from this display value, grantees were receiving invitation emails with incorrect due dates. The due date display and associated merge field have been corrected to render in the client time zone, so the Timeline and grantee-facing emails now show the accurate due date.

CC'd Recipients Missing from Email Interaction Replies: When a grantee replied to a GivingData-generated email and added new recipients on the CC line, those CC'd addresses were not appearing in the logged reply and were not being added as participants on the Interaction record. The inbound reply processing now captures CC recipients so they appear in the interaction thread and are added as participants as expected.

 

Replica DB Schema Changes

Dropped column

Index changes (no query impact expected, listed for completeness)

• IX_RecentSearches_DocumentId on RecentSearches was dropped and recreated (no longer includes DocumentType, now on [DocumentId], [CreateUserId] with included column [SearchDate]).

New Tables