Release 5.1.3, scheduled for deployment on May 4, includes five new features and enhancements, site improvements, and several notable bug fixes.
New Features
Deleting Approved Grant Amendments
Grants Management Staff can now delete approved amendments with the new permission “Delete Approved Amendments.” If you would like to enable this permission, please contact your Implementation Manager or Client Success Manager to enable it.
To learn more about deleting approved grant amendments and the permissions needed, please visit here.
Exchange Rate Manual Override on Requests
This feature is available to Pro & Enterprise license levels for sites that have the Multi-currency feature enabled. When adding a new Request or editing an existing Request, a user can manually enter the exchange rate for the currency conversion instead of using the provided system exchange rate.
To learn more about exchange rate manual overrides on Requests, please visit here.
External Reviewer Portal Application and Review Form Side-by-Side View
The view of the External Reviewer form has been redesigned to have a side-by-side view of the Application form and the Review form. External Reviewers will benefit from being able to scroll through the Application on half of the screen while being able to respond to the Review form questions and click through the Review Form pages on the other half of the screen. There are screen size constraints on this view– screens smaller than 768px wide will have a toggle between the Application and the Review form. The view of editing External Reviewer Forms has also been updated to have a side-by-side view of the Application pages and Reviewer Form fields and pages.
To learn more about the External Review Portal, please visit here.
Grantee Portal Setting to Disable Default Selections when Importing New Contacts
The new Grantee Portal Setting, “Disable Default Selections When Importing New Contacts,” will allow for disabling default selections when importing new contacts from the Grantee Portal. If this setting is set to “Yes,” the Import New Contacts step of the intake form data import does not have any import options selected by default. Users must make selections for each new contact. This setting will be set to “No” by default, meaning that the default import selection is “Update Existing Contact” if a similar contact record is found OR if no similar contact record is found, the default import selection is “Create Contact.”
Coding Levels added to the Organization Overview Chart
The chart on the Organization Overview page that displays grant totals by a selected Code Type now has the added functionality of viewing the chart by coding level. The coding levels available depending on the coding hierarchy established when managing the Code Type.
Site Improvements
- Task Super Search - Batch Edit Task Actions: The terminology of the Batch Actions drop down options have been updated and categorized by “Update Task Properties” and “Update Staff”.
- Task Super Search - Batch Change Status: Modal title has been updated. Modal message has been updated to fix grammar.
- Task Super Search - Batch Edit Task Assignee: Modal title has been updated. Modal message has been updated to fix grammar.
- Task Super Search - Batch Edit Task Due Date: Modal title has been updated. Modal message has been updated to fix grammar. The date selector has been updated.
- Request Super Search - Batch Edit Update Request Internal Approval Properties: Modal title to Clear Request Internal Approval Allowed Values has been updated. This modal appears when no values are entered into the Internal Approval Allowed field on the batch update modal.
Notable Bug Fixes
With every new release, we address bug fixes that may affect your user experience. If you have any queries or concerns about bugs, feel free to contact our support team for assistance.
- A bug affecting the display of data in the “Login Type” column in the Activity Logs for User Logins has been resolved.
- A bug affecting the installation of the Gmail Add-on has been resolved.