Published on October 17, 2022, this release contains a new document linking feature and improvements to the Payments and Approvals Dashboards and the Grantee Portal.
New Feature
With 5.0.3, GivingData added the ability to link documents from Google Drive and Dropbox into GivingData. This functionality can be accessed from the Add New Document green button and by selecting either "From Google Drive" or "From Dropbox" in the dropdown. Please note this new feature must first be enabled by your CS representative before you can utilize it.
For a comprehensive look at this new feature, please view our video.
Improvements
Payments and Approvals Dashboards Improvements
- Added the ability to hide statuses from the Payments and Approvals Dashboards. These statuses can be selected in the Add New Dashboard modal in the Exclude Statuses field or by clicking the yellow Manage Dashboard button and then Manage Dashboard View Options for an existing dashboard.
- Added a setting to display Payments and Approvals Dashboard amounts in whole dollars. This setting can be found in Settings > System & Setup > Currency Format.
- Added the ability to create Shared Payments and Approvals Dashboards. Users can select "Shared" for a dashboard's visibility setting when creating a new dashboard or can click the yellow "Manage Dashboard" button and then select "Edit Properties" in the dropdown to change an existing dashboard to shared visibility. For more information, please visit our video.
- Added the ability to create Private Payments and Approvals Dashboards for other users. This can be accomplished by selecting Shared visibility when adding a new dashboard or managing an existing dashboard's properties, then next adding another user or a role. Then the user making the changes will need to remove themselves as a user from the dashboard by clicking the X next to their name in the modal.
- Added a new permission: "Manage all Private and Shared Dashboards". A user with this permission can manage all existing shared and private dashboards throughout the GivingData site, can delete any existing Shared or Private dashboard, can make a private dashboard into a shared dashboard, and can invite more people to a shared dashboard.
Users with this permission also have access to a link at the bottom of the gray navigation sidebar when viewing Payments and Approvals Dashboards. This link allows them to switch between "View Your Dashboards" and "View all Dashboards" view options. When users with this permission see "View Your Dashboards", they are currently viewing all dashboards, including those not assigned to them, and can switch to view only their dashboards (the dashboards assigned to themselves). The reverse is true when users see "View All Dashboards" - they are currently viewing just dashboards assigned to them and can click the link to view all dashboards.
E-Signature Improvements
- Added the ability for users to cancel a Document Signature Request when a document is sent for e-signature via Adobe Sign or DocuSign. Users can accomplish this by clicking on the yellow manage button next to a document and then clicking "Cancel E-Signature Request" in the menu.
- Added a "Send from DocuSign" button to new E-Signature requests in the "Send to DocuSign for E-Signature" modal. This allows users to sign a document in DocuSign with more advanced options.
Grantee Portal Improvements
- Reorganized Grantee Portal settings. Grantee Portal settings pages can now be opened from the Grantee Portal Settings area in GivingData. These settings areas include Codes, Files, Bank Account Settings, Default Contact Settings, and Address Settings.
- Added a new address setting area to Grantee Portal settings. Here, users can allow all address fields to be required in the Portal if the Primary Address field is required. In the Select Address Information to Collect modal, users can opt to require the following fields: Address 2, City, State, Zipcode.
- Added text size options to Grantee Portal Intake Form text display fields. Please note that any existing text display fields will need to be re-formatted using the new options if users want to retain the previous formatting.
Super Search Improvements
- Added the ability to batch add followers to Workflow tasks and Requests from Super Search.
- Separated inactive GivingData users from active GivingData users in a Super Search dropdown.
- Added the ability to use the search criteria "On or After Today" and "On or Before Today" for any date criteria in Super Search.
- Updated the column/field label for the field Request > Disposition Date to display Disposition Date in Super Search columns. Previously, the field label was "Approval Date."
- Added a display for allocated amounts for requests and payments with split percentage coding in a list view. Users can select "Display By Percentage" in the Field Display modal when editing a list view's columns.
Other Improvements
- Added the ability to view the "Grant Totals By" section of a Docket Detail page by different levels of coding. This is accessible in the Coding Level dropdown on the right side of this section.
- Added the ability to export a Docket Detail page's "Grant Totals By" chart as an image file. Users can access export options by clicking the three vertical dots by the title of the chart. Please note that the table is not exportable.
- Added functionality to prevent changes to the Reviewer Portal Overall Rating Scale after reviews exist.
Notable Bug Fixes
- Re-added the ability for users to register for the Grantee Portal from a link in Grantee Portal Intake Form reminder emails. Now, if an unregistered user clicks the link in these emails, they are marked as Registered and are prompted to create a password for the Grantee Portal.
- Re-added the ability to edit list view columns for Interactions Super Searches.
- Re-added standard fields as column options able to be added to the Response Comparison section of the Grantee Portal Intake Form Dashboard. Prior to the fix, only mapped fields were available as columns.
- Fixed a bug with adding a code to a contact.