🚀 Release Notes 5.3.11 – Batch Delete, Super Search inline edits for amount fields, and Multi-Language Application Translation!

Our next release, version 5.3.11, will go out according to the schedule below:

US: Tuesday, September 8, 2026 (10pm-2am ET)
AUS: Wednesday, September 9, 2026 (9am-12pm ET)
EU: Wednesday, September 9, 2026 (5pm-7pm ET)

What’s New?

Batch Delete Documents

Foundation staff can now delete documents in bulk using a new Delete Documents batch action in the Document and Super Doc Super Search views. When a batch deletion is initiated, a confirmation prompt displays the number of documents to be removed. Deleted documents are soft-deleted and retained for 30 days before being permanently removed, giving administrators a window to restore items that were deleted by mistake. A new Deleted Items log is available in Admin settings where users with the "View and Restore Deleted Items" permission can browse and restore soft-deleted documents within the 30-day retention period. If a restored document is deleted again, the 30-day countdown restarts. After the retention period expires, documents are permanently deleted on a daily schedule. Access to the batch delete action is controlled by a new "Batch Delete Documents" permission. The batch action notification confirms which documents were successfully deleted and identifies any that could not be removed. Note that soft delete applies only to batch deletions; individual document deletions are not affected.




 

📚 Learn more: Batch Delete Documents

Inline Edit for Amounts Fields

You can now edit request and payment amounts directly from your Super Search results. New inline editable fields are: Requested Amount, Recommended Amount, Project Budget, and Payment Amount. With these columns added to your results list, simply click the pencil icon on the amount column. If using multiple currencies, a pop-up will appear where you can update the primary currency amount, secondary currency amount, exchange rate, and exchange rate date.

📚 Learn more: Super Search (Inline Edits section)

Global Default Setting for Method of Payment

A new default method of payment setting has been added in Admin Tools & Settings > Payments. You can now designate one method of payment as the default for all new requests and payments in the system. When adding or editing a method of payment, simply check the new "Set as default method of payment" checkbox. The default will be indicated in the methods of payment list. When creating a new request, the default method of payment will automatically be selected if it does not require a bank account. For methods that do require a bank account, the field will be left blank to avoid incorrectly assigning a bank account. Note that setting a method of payment to inactive will remove it as the default. Only one method of payment can be set as the default at a time.

📚 Learn more: Payments (Payment Settings section)

Multi-Language Application Translation

GivingData now allows you to create application forms in multiple languages within a single intake form. When creating a new intake form, you can select multiple languages, allowing one form to serve applicants in different language groups. A new Translations tab in your portal settings provides a dedicated space to manage form translations, where you can select your multi-language form and toggle between languages as you translate each question and field. Applicants can view and complete the form in their preferred language. This feature streamlines the creation and management of multilingual applications, eliminates the need to create separate applications for each language, and provides a cohesive experience for multilingual applicants.

Add Interactions to Portfolios

Interactions can now be added to Portfolios to track communication or milestones for the portfolio or initiative. Interactions added to a Portfolio can be linked to Organizations, Requests, Payments and Requirements.
 

📚 Learn more: Interactions

E-Sign Document Status in Super Search

You can now view the e-signature status of documents sent through the DocuSign or Adobe Sign integrations directly from Document Super Search. New search filters let you find documents based on their signing status, and a new search results column displays each document's current e-signature state. This enhancement provides a centralized way to track document signing progress, saving you time and keeping processes running smoothly.

DocuSign - Filters and Column Names: Sent to DocuSign, DocuSign Status

Adobe Sign- Filters and Column Names: Sent to Adobe Sign, Adobe Sign Status
 

🛠️ Tech Modernization

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

✨ Organization and Request Contact Lists: The Organization and Request Contact Lists 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. 

📚 Learn more: User Interface Updates (Organization Records > Contact List and Request Records > Contact List)

✨ Contact Records: The Contact record 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.

✨ Budget Manager: The Budget Manager 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. 

✨ Requirement Details: The Requirement Details modal 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. 

📚 Learn more: User Interface Updates (Requirement Records > Requirement Details Modal)

✨ Payment Details: The Payment Details modal 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. 

📚 Learn more: User Interface Updates (Payment Records > Payment Details Modal)

✨ Watchlist Checks: The watchlist checks functionality has an updated user interface to maintain consistency and improve accessibility. These changes are primarily visual improvements to the user interface. Watchlist checks are now run and viewed on the Organization Overview page. A new option to include request contacts is now available. When selected, contacts who are associated with the organization’s Pending and Approved Active requests are included in the watchlist check. The Organization Contact’s tab now includes a filter for Watchlist Status with the available multi-select options: Under Review, Match, False Positive, None.

📚 Learn more: User Interface Updates (Organization Records > Overview Tab - Watchlist Checks)

🐛 Bug Fixes

• Unable to unlink Requests from various records: Users could no longer clear (select blank for) a docket, fiscal sponsor, secondary staff, portfolio, or followers field on a request once one had been set. This has been resolved. 

• Linked Documents on Docket error: Navigating to a docket's Linked Request Documents tab displayed an error. This has been resolved. 

• Grantee Portal Form Default Invitation Merge Fields: Several secondary staff merge fields (email, address, department, etc.) appeared in the column selection modal but did not map directly to any data points. These irrelevant merge fields have been removed from the merge field selector. 

• Payment Scheduled Date: Scheduled Date is a required field but the user interface appeared to allow an update to occur when the Scheduled Date was removed. The removal of the Scheduled Date did not save, but no error was displayed. This has been resolved. Scheduled Date remains a required field and cannot be removed. 

• Unsolicited Application long load time: Selecting an existing organization or creating a new one via the grantee portal to begin an unsolicited application was taking longer than expected to load the page to begin the application. This has been resolved. 

• Default List Views: Users could no longer drag columns between the "Quick Add Columns" and "Default List View Columns" panels in Default List View settings. This has been resolved, the columns now drag between the two columns. 

• E-Signature Notifications: E-signature notifications download produced a blank DOCX instead of a completed PDF, due to a missing second signer. This has been resolved and now the completed PDF will be available to download from the in app notification once all signing is completed. 

• MEL/Assessment Module: The text box for organization assessments in report intake stopped appearing for both staff and grantees. This has been resolved. 

• Bank Account Address Help Text Missing: The organization address help-text was missing specifically when adding a "Wire With Intermediary" bank account. This has been resolved. 

• Super Search Column Management: In Super Search, rearranging columns and then deleting one caused all column changes to revert, plus extra unwanted spacing appeared. This has been resolved. 

• Workflows: Workflow automation ran twice when creating a request, triggering a confusing "orange" warning notification alongside the normal success notification. This has been resolved. 

• Document Merge Fields: Payee organization name and other merge fields were not populating when a document is added via a workflow automation task. This has been resolved. 

• My Tasks - Calendar View: Task due dates in the calendar view of the "My Tasks" page were displaying one day earlier than the actual due date. This has been resolved. 

• Organization Search: When attempting to add a fiscal sponsor or switch the organization record associated with a request, searching by the organization's legal name or AKA no longer returned results. This has been resolved.

• Requirement Super Searches: Requirement Super Searches that included criteria for request portfolio resulted in an error. This has been resolved. 

• Document Super Search: Document Super Searches that included criteria for document storage location resulted in an error. This has been resolved. 

• Unable to remove linked records from Request: Users could no longer clear (select blank for) a docket, fiscal sponsor, secondary staff, portfolio, or followers field on a request once one had been set. This has been resolved. 

• Interactions Request linking: When editing a request interaction record to link it to a different request, searching by request ID returned no results. This has been resolved. 

• Default List View Record Count: The "Default List View Record Count" field allowed users to set a value up to 250 in their profile, but the same field in Users, Roles and Permissions settings only went up to 100, causing confusion. This has been resolved and both lists include 250 as the largest 

💡 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. 

Documents

• Added columns:

  • IsDeleted BIT NOT NULL DEFAULT (0)

  • DeletedDate DATETIME NULL

  • DeletedUserId INT NULL

  • RestoreData NVARCHAR(MAX) NULL

• Views recreated to filter WHERE IsDeleted = 0:

  • RequestStarredDocuments

  • OrganizationStarredDocuments

PaymentMethods

• Added column: IsDefault BIT NOT NULL DEFAULT (0)

RecentSearches

• Added column: PartnerId INT NULL

ApplicationPages

• Added column: Translations NVARCHAR(MAX) NULL

ApplicationFields

• Added column: Translations NVARCHAR(MAX) NULL

ApplicationFieldDropdownOptions

• Added column: Translations NVARCHAR(MAX) NULL

Applications

• Added column: SupportedLanguages NVARCHAR(MAX) NULL (originally added as NVARCHAR(255))

• Altered column: SupportedLanguages widened to NVARCHAR(MAX) NULL

• Data migration: existing comma-separated values rewritten as JSON arrays (a,b → ["a","b"]) for any non-empty value not already starting with [.

WatchlistSearches

• Added column: ParentSearchId INT NULL

• Added foreign key: FK_WatchlistSearches_ParentSearch — ParentSearchId → WatchlistSearches.WatchlistSearchId (self-referencing)

• Added index: IX_WatchlistSearches_ParentSearchId on (ParentSearchId)

WatchlistSearchesFull (view)

• Dropped and recreated to add ParentSearchId to the projected/grouped columns (via q_watchlist_searches CTE), alongside existing ResultsCount, UnderReviewCount, MatchCount, FalsePositiveCount, AddedToAcceptList, EntityType, Status columns.

CurrentWatchlistStatus (view)

• Dropped — superseded by Users.WatchlistStatus.

Users

• Added column: WatchlistStatus INT NULL (0 = UnderReview, 1 = Match, 2 = FalsePositive, NULL = no search yet)

• Data migration: backfilled from each contact's most recent WatchlistSearches row (by CreateDate DESC, WatchlistSearchId DESC), only where WatchlistStatus IS NULL and a search with results exists.

Organizations

• Added column: ObjectType VARCHAR(50) NOT NULL DEFAULT 'Organization' (TPH discriminator for Partner entity)

• Added column: PartnerType INT NULL

• Added column: PartnerStatusId INT NULL

• Added column: RelationshipOwnerUserId INT NULL

• Added column: PartnerSince DATE NULL

• Added foreign key: FK_Organizations_PartnerStatusId — PartnerStatusId → Statuses.StatusId

• Added foreign key: FK_Organizations_RelationshipOwnerUserId — RelationshipOwnerUserId → Users.UserId

• Added column: ContributionCount INT NOT NULL DEFAULT (0)

• Added column: ContributionTotal MONEY NOT NULL DEFAULT (0)

• Added column: IsDeleted BIT NOT NULL DEFAULT (0)

• Added column: DeletedDate DATETIME NULL

• Added column: DeletedUserId INT NULL

• Added column: RestoreData NVARCHAR(MAX) NULL

• Added index: IX_Organizations_IsDeleted_DeletedDate on (IsDeleted, DeletedDate), filtered WHERE IsDeleted = 1

InteractionRelations

• Added column: PartnerId INT NULL

• Added foreign key: FK_InteractionRelations_PartnerId — PartnerId → Organizations.OrganizationId

AttribTypes

• Added column: Partners BIT NOT NULL DEFAULT (0)

• Added column: PartnersRequired BIT NOT NULL DEFAULT (0)

Contributions (new table)

• Added index: IX_Contributions_PartnerId on (PartnerId) INCLUDE (StatusId, Amount)

ContributionDistributions

• Dropped if present (superseded by Distributions; never shipped to production, dev-only cleanup).

Distributions (new table)

• Unique constraint: UQ_Distributions_PartnerId_ContributionId_RequestId on (PartnerId, ContributionId, RequestId)

• Added index: IX_Distributions_RequestId on (RequestId) INCLUDE (PartnerId, ContributionId, Amount)

• Added index: IX_Distributions_PartnerId on (PartnerId) INCLUDE (ContributionId, RequestId, Amount)