🚀 Release Notes 5.3.13 – New GivingData Word Add-in, E-Sign Integrations Audit Log Document, and various tech modernization changes!

Our next release, version 5.3.13, will go out according to the schedule below:

• US clients: Tuesday, November 3rd, beginning at 9:00pm ET

• Australian clients: Wednesday, November 4th, beginning at 11:00pm AEST (9:00am ET)

• European clients: Wednesday, November 4th, beginning at 10:00pm BST / 11:00pm CEST (5:00pm ET)

What’s New?

Updated Word Add-In

A new version of the GivingData Word Add-In is now available. This updated version includes a simplified user interface to easily add merge fields to your document templates. Simply select the type of document you are creating a template for, then you can search the list of available merge fields that can be added. Clicking the plus sign next to the field will add the merge field to your document where your curser is. Newly added merge fields include your sites custom fields, codes, and merge tables. 

To add the new Word Add-In to Word, download the manifest file from GivingData Admin Tools & Settings, and then install to Word according to the specific instructions for PC, Mac, or Microsoft 365 Online. Once installed, retrieve your user API Key from your GivingData user profile. When prompted, input the API Key into the GivingData Word Add-In to complete the set up.

📚 Learn more: Microsoft Word Add-In: Integration Checklist and Document Templates

Adobe Sign and DocuSign Integrations Document Audit Log 

The audit report or certificate of completion, which includes signing history, can now be appended to the completed document package that is uploaded into GivingData after the document is signed.

DocuSign Certificate of Completion example:

Adobe Sign Final Audit Report Example:

📚 Learn more: Send a Document for E-Signature through Adobe Sign and Send a Document for E-Signature through DocuSign

🛠️ Tech Modernization

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

✨ Grantee Portal tab: The Grantee Portal tab 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 > Grantee Portal Tab)
 

✨ Requirements Dashboard: The Requirements Dashboards 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 (Requirements Dashboards)

✨ Organization Regranting Tab: The regranting tab on the organization 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 (Organization Records > Regranting Tab)

✨ Organization Grants Totals By list: The Grants Totals by List, located by clicking on a code within the Grant Totals By chart on the organization 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 (Organization Records > Overview Tab - Grant Totals By Chart and Lists) 

🐛 Bug Fixes

• Super Search - Column Layout: After reordering or resizing columns in super search, changing the search criteria and re-running the search reset the columns to their default layout. Column order and widths are now kept when the criteria are changed. 

• Document Super Search - Organization Name Column: In a documents super search, adding the Document > Organization > Name column showed no organization names. The column now shows the organization name for each document. 

• Custom Fields - Quick Edit Toolbar: When editing a long HTML custom field inline, the formatting toolbar scrolled out of view, so users had to zoom out or scroll back up to reach it. The inline editor now has a maximum height, so the toolbar stays visible no matter how much text the field holds. 

• Custom Fields - Collapsible Groups: On the Custom Fields tab of a request, grouped custom fields appeared in an always-open box instead of a collapsible section, which meant a lot of scrolling for long narrative fields. Groups display as collapsible sections again. 

• Workflow Settings - Subcodes Display: When subcodes were selected in a code-type criteria on a workflow rule, the selected codes and “+ subcodes” label overflowed and overlapped nearby text. The label now displays correctly. 

• Requirements - Date Fields: When dates were typed quickly into date fields on requirements, they sometimes didn’t save and had to be entered again. This has been resolved. 

• Contacts - Inactive Status on Requests: Marking a contact as inactive at an organization didn’t mark them inactive on that organization’s requests, so they still appeared as active there. Making a contact inactive at the organization now also makes them inactive on its requests. 

• Payments - Custom Fields Tab: The Custom Fields tab was missing from Payment Details, even for users with the right permissions. The tab now appears again when payment custom fields exist. 

• Unsolicited Applications - Financials Data Source: When an unsolicited application with Organization Financials By Year was imported, the Data Source field on the organization was left blank. The data source is now filled in on import.

• Grantee Portal - Next Button in Safari: In Safari, clicking Next after filling out a Text Area field scrolled the page back to the top instead of moving to the next page, so users had to click Next a second time. Next now advances on the first click in Safari. 

• Docket Dashboard - Grant Totals Filter: After choosing a Grant Totals By option on the Docket Dashboard, going back or reopening the dashboard reset the filter to Activity Type unless the page was refreshed. The selected filter now stays in place. 

• Requests - Complete This Request Checklist: The “X” for clearing the Complete This Request checklist no longer appeared on requests. The “X” is back, so the checklist can be cleared once again. 

• Unsolicited Applications - IRS Lookup Capitalization: Using the IRS lookup on an unsolicited application filled in the Organization Name and Address in all caps, overwriting existing names that were formatted correctly. New lookups no longer fill these fields in all caps. 

• Payments - Workflow Task Status: When a completed payment workflow task was opened from Payment Details, it first showed as Not Started until it was opened again. Tasks now show their correct status the first time they’re opened. 

• Response Comparison - Sort Order: In Response Comparison, changing the status of an intake form reset the sort order of the list. The sort order now holds when statuses are updated. 

• Notifications - Workflow Task Navigation: When a workflow task was opened from a notification, clicking a different task in the task list sent the user back to their notifications instead of opening that task. Clicking another task now opens it. 

• Outlook Add-in - Logging Interactions: Logging an interaction from Outlook sometimes failed with a date conversion error when a message in the thread had no sent date. The interaction is now created without those messages, and a note says how many were left out. 

💡 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. 

• Added IpAddress nvarchar(45), nullable

• Added IsPasswordActivity bit, not null, default 0

• Added primary key on CustomFieldValId

• Added primary key on DefaultAttribId

• Added GivingDataConfigId int identity(1,1), not null

• Added primary key on GivingDataConfigId

• Added primary key on InteractionId, UserId

• Added IsAddInDefault bit, not null, default 0

• Added primary key on InternalApprovalRuleId

• Added primary key on LedgerId, UserId

• Added primary key on NotificationId

• Added ObjectiveValueId int identity(1,1), not null

• Added primary key on ObjectiveValueId

• Removed delete_PrimaryContactId

• Removed GLId_Old

• Modified CustomSearchId to allow NULL (was NOT NULL)

• Removed OrganizationId_deleted

• Added primary key on RequestId, UserId

• Removed delete_PrimaryContactId

• Removed RenewalGroupId

• Added primary key on TaskId, DependsOnTaskId

• Added primary key on TaskId, UserId

• Added primary key on TaskTemplateId, DependsOnTaskTemplateId

• Added primary key on TaskTemplateFollowerId

• Added ContactType varchar(50), nullable

• Added RelationshipOwnerUserId int, nullable, references Users.UserId

• Removed temp_ContactId

• Every text and ntext column converted to nvarchar(max), with nullability and collation preserved

ApplicationFieldValues, AzureIssuingAuthorityKeys, AzureTenants, BudgetAllocations, BudgetAttribConfigs, BudgetPaymentAttribs, Dashboards, Delete_Contacts, Delete_Descriptions, DocumentFolders, L1s, OrganizationAllocations, OrganizationAssetsLiabilitiesMetrics, OrganizationBudgets, PaymentAttribConfigs, PaymentFunds, PaymentStages, PercentageAllocations, PermissionPlugins, Permissions, RenewalGroups, RequestFunds, RequestsExt, RequestStages, RolePermissions, Scheduler_LogDetails, Scheduler_TaskDetails, SitemapNodes, StageCriteria, StageCriteriaTypes, Stages, StageTypes, StorageQueues, ZCustomFieldValDupes, __MigrationHistory