This release contains improvements for reports and the Dockets and Portfolio Dashboards' criteria.
Improvements
Added the ability to rearrange the order of Contact custom fields appearing to an applicant in the Grantee Portal.
Added the option to exclude Dockets or Portfolios without a status in the Dockets Dashboard and the Portfolios Dashboard criteria.
Updated display for the following standard reports: Pending Grants Without Payments, Approval Summary, Pending Summary, Staff Portfolio.
Fixes
Re-added date to file name of files exported to Excel.
Resolved a bug with email notifications when batch adding workflows. Prior to the fix, the email notification sent to the GivingData user assigned to a task in the workflow did not contain content (such as text, logos, link to GivingData).
Corrected an error when renewing a Request from Scenario Planning.
Resolved a bug with adding a dropdown date contact custom field in Settings.
Fixed a bug occurring when responding to a comment in a submitted intake entry by following a link from an email notification.
Corrected an error occurring when accessing the Payments Year to Date report.
Resolved a bug with incorrect imported payment dates. Prior to the fix, the issue would occur when re-importing payments that were already set to Paid. The payment date would get changed in that scenario even though no change was necessary.
Corrected an issue with marking a Request grant term change as a grant term amendment.
Resolved a bug in which no email notifications were sent when a comment was added to a workflow.
Fixed a problem with the "Next Payment Account" merge field. Prior to the fix, when using the field in a Request Super Doc, the field did not pull in its data.
Fixed a bug in which the Staff Portfolio showed requests by calendar year (rather than fiscal year).
