🚀 Release Notes 5.3.12 – New Super Search Chart View Code Grouping, more Batch Actions, and User Display Settings for Orgs & Requests!

Our next release, version 5.3.12, will go out according to the schedule below:

• US clients: Tuesday, October 6th, beginning at 10:00pm ET

• Australian clients: Wednesday, October 7th, beginning at 11:00pm AEST (9:00am ET)

• European clients: Wednesday, October 7th, beginning at 10:00pm BST / 11:00pm CEST (5:00pm ET)

What’s New?

Super Search Chart View

Super search charts for your home page can now visually segment your data by two selected codes. When you build a bar or column chart, a second code can be selected to group your data by. For example, you can now total request amounts by region (code) and see how each region’s total splits across your Budget code.
 

📚 Learn more: Chart View

Batch Update Due Date - Intake Forms Dashboard

From the Intake Forms Dashboard, a new action to bulk edit the intake form due date is now available. This action is called “Update Intake Entry Due Date” and can be used on intake forms in any status.
 

📚 Learn more: Import and Manage Submitted Grantee Portal Intake Forms (Grantee Portal Intake Forms Dashboard > Batch Edit Options) 

Batch Update Payment Notes

From a payment super search, a new action to update payment notes is now available. By updating the payment notes, your new notes will be appended to any existing notes on the payment. This batch functionality does not overwrite any existing notes.
 

📚 Learn more: Batch Edit from a Super Search

Batch Update Request Notes

From a request super search, a new action to update request notes is now available. By updating the request notes, your new notes will be appended to any existing notes on the payment. This batch functionality does not overwrite any existing notes.
 

📚 Learn more: Batch Edit from a Super Search

Batch Update Request Title

From a request super search, a new action to update the request title is now available. The existing title of the request will be replaced by the new title.
 

📚 Learn more: Batch Edit from a Super Search

Batch Update Publishing Properties

From a request super search, the Update Publishing Properties option has been updated to include the ability to update the website title and the website description.
 

📚 Learn more: Batch Edit from a Super Search

Request Approval Notes

Approval notes, including the edited by and timestamp, are now available to view when hovering over the Approval Notes link. Clicking on the Approval Notes link will then display the edit modal for the approval notes.


 

Request Title Display

On request records, the request title will now automatically adjust the font size to fit within the text box across the top of the page. This change accommodates longer request titles to be input without the important information held on the request record being pushed further down the page. The request title will also automatically adjust based on the size of your browser window. On small screens, long request titles will be condensed to display a portion of the request title with an ellipses. Hovering over the request title will then display the full request title.


 

Font Size on Organization and Request Side Menu

The font size on the left side menu on Organization Records and Request records has been increased.
v5.3.12 (New!):
 

v5.3.11:
 

User Profile Display Settings

Users can now select from three display settings to change the view of the Organization and Request pages. Select the option that you prefer for your screen size to balance the text and blank space on the page.

 

Roomy:
 

Cozy:
 

Compact:
 

📚 Learn more: Manage Your Profile

Financials & Compliance 990 Data Import

When running a charity status verification in batch, it is now optional to also run a financial data import to retrieve the most recent 990 data. If running a batch charity status verification and the option to also retrieve 990 data is checked, then the most recent 5 years of financial data will be added to the organization. Note that this will create duplicate instances of financials by fiscal year if this data is already on file for the organization record.
 

Financials & Compliance 990 Data Import - Grantee Portal Mapped Field

The mapped field for Organization Financials by Fiscal Year now has an option to allow applicants to use the 990 data look up to populate this mapped field. In the field settings for this mapped field within an intake form, check the box next to “Allow applicant to populate this field from IRS 990 data”. This option is defaulted to be un-selected when added to new intake forms.
 

🛠️ Tech Modernization

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

✨ Bank Account Details Modal: The Bank Account 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 (Organization Records > Bank Accounts Tab - Bank Account Details Modal)

✨ Request Expenditure Responsibility tab: The Expenditure Responsibility page on the Request 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.

📚 Learn more: User Interface Updates (Request Records > Expenditure Responsibility Tab)

✨ Request Regranting tab: The Regranting page on the Request 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.

📚 Learn more: User Interface Updates (Request Records > Regranting Tab)

🐛 Bug Fixes

• Dockets - Grant Totals By Chart: The "Grant Totals By" chart on the docket Overview page was sorting by the first code in the list instead of your default visualization code. It now correctly uses the default visualization code set for your site. 

• Batch Emails to Inactive Contacts: Contacts marked inactive could still receive batch emails sent from a contact super search and could be pre-filled as recipients by role-based email templates. Inactive contacts are now excluded from batch emails, with a notification explaining why, and are no longer pre-filled from roles when you send an email from an organization's Interactions tab. 

• Super Search - Portfolio Name Column: After a portfolio was renamed, super search list view columns continued to show the old name. Super search now shows the current portfolio name. 

• Internal Approval Settings: The Internal Approval option could still be turned on in Request Settings, even though the feature has been discontinued and no longer appears on the request page. To avoid confusion, the setting has been removed. 

• Insert Image URL in HTML fields: Images added to a form by URL appeared in the editor but not in the preview or the grantee portal. These images now display correctly for portal users. 

• Portfolio "Paid to Date" totals: The Paid to Date amount on the portfolio Overview page included all payments, including projected ones, rather than only payments marked as paid. It now reflects paid payments only and matches the Payment Status chart on the same page. 

• Activity Stream with no history: The activity stream wouldn't open for some contacts, organizations, and requests that were brought into GivingData by import and had no activity yet. These activity streams now open as expected. 

• Amendments for Grant term of 0: A grant term of 0 was accepted when creating a request, but the Save button was disabled when entering 0 on an amendment. Amendments now accept 0 as a grant term. 

• Organization Intake Imports: Importing an organization intake entry could fail with an error when a contact already had past and current relationships in the same role at that organization. These intakes now import successfully without creating duplicate relationships. 

• Intake Forms: Intake forms opened from the notification bell printed with distorted text. They now print correctly, matching the output from the grantee portal intake form dashboard. 

• Organization AKA field: The AKA field was too narrow to read or edit older entries longer than the current 25-character limit. The field now displays the full value so it can be reviewed and edited. 

• Charity status verification: Charity verification failed to return Pub 78 and IRS BMF data for some organizations that do have records in the IRS databases. Verification now retrieves this data correctly. 

• Record Page Layouts: When two administrators edited the same record page layout at the same time, the layout could be silently damaged, which blocked the Record Page Layouts screen and the request Overview from loading. A warning now displays and reloads the latest version if another admin has changed the layout, and any previously affected layouts have been repaired automatically. 

💡 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. 

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