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Release Notes are accurate when published; however, the product evolves over time so what is noted here may not accurately reflect current functionality. Refer to the Support Hub for the latest information.
Release Notes
Monthly Release Features are listed in bold and have links to relevant resources. Other enhancements/fixes are listed in regular text.
12-31-2024
- Resolved an issue when updating process deadlines with applications in draft.
- Resolved an issue with Payee fields not displaying in reporting.
- Resolved an SLM error messages when attempting refunds, voids, or edits to award payments from CSuite side.
12-18-2024
- New Applicant Dashboard: Updated Upcoming Form view to sort chronologically by due date.
- New Applicant Apply Page: After an applicant has submitted the first form in a process the "Apply" button language will change to "Applied".
- New Applicant Dashboard: Requests with third-party question will move to No Action needed once all Required Thirty Party Questions have been completed.
12-10-2024
- Resolved an issue that was preventing follow up due date fields from populating in merge templates.
12-06-2024
- Removed the word "Ineligible" from Eligibility Quiz cards on the new Apply page when an applicant passes eligibility but the process is not currently accepting submissions.
- Resolved an issue that was preventing follow ups from being visible to collaborators in some instances.
- Resolved an issue that prevented the role dropdown selector from displaying customized Administrator role names.
- Updated the new Applicant Dashboard to display all related denied/awarded opportunities, in addition to the Universal Application (UA), in the Historical column after they are closed.
12-04-2024
- New Applicant Experience: A new Foundation Setting has been created that will allow site administrators to choose when to enable the new applicant dashboard and apply page for their applicants.
- Form Builder Button Layout: Based on internal and external feedback and user insights from Clarity, we have updated the format of the “Add Question” element to reduce confusion about where a user needs to click to add a new question. “Add Question” has been removed from the buttons bar and now appears as a label that precedes the question type buttons.
11-22-2024
- Resolved an issue that was preventing UA common applications from appearing on the new applicant dashboard.
- Resolved an issue that was preventing Closed requests from appearing anywhere on the new applicant dashboard in Sandbox if the set "Show Decision Status" date hadn't passed yet.
- Added the ability to select "Other Current Liability" and "Long Term Liability" accounts when sending installments to QuickBooks Online.
11-20-2024
- Resolved an issue with the new applicant experience (sandbox only) so that users with dual roles can switch back and forth if they are applicants.
- Resolved an issue searching from the Budgeting Page for Auditors.
- When using the new Applicant Experience (sandbox only) after completing an eligibility quiz, applicants will be routed to the updated Apply Page.
11-14-2024
- Resolved an issue that was preventing JPG and PNG image files from being included in print packets and merge templates.
11-06-2024
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Sandbox Only Release - Applicant Experience: Dashboard and Apply Page: The Applicant Dashboard and Apply pages have been redesigned to improve the applicant experience and the site’s look and feel. This is available in Sandbox sites. Proxy in as an applicant to view the new applicant experience. On December 4, 2024, the new dashboard and apply page will be available to be enabled in Live sites.
- Resource:
- Form Builder Button Layout: The layout of the Add Question buttons when building a form has been updated to be more responsive to screen size.
11-01-2024
- Resolved an issue that was preventing the Value for the 'Warn Applicant of Existing Request' setting from being displayed on the settings page.
- Changed the "Project Name" field to default to Read Only when it is added to new follow-up forms.
10-28-2024
- Resolved an issue that caused the same organization to be listed twice in the User Summary if a user's Organization was changed to their secondary organization on the Update User page.
10-25-2024
- Resolved an issue causing open pinned comments to appear on top of the Add Installments and Assign Follow Ups modals.
10-22-2024
- Resolved an issue when adding shared questions; they would cause the page to become frozen.
- Removed the ability to add the system field "COVID-19 Funding" as a new question.
- Resolved an issue with negative installment amounts not calculating correctly in Payment Tracking totals.
10-16-2024
- Removed the ability to delete a shared table that has answers.
- From view request, removed Send with DocuSign button if the request is unassigned.
- From Search Requests and Decisions, if more than multiple requests are selected and Send with DocuSign action is taken, unassigned requests will not be processed.
- Removed the pinned icon from Request Summary as this functionality is not available.
- When proxying as an Applicant, if you view a third-party request email, the content will be redacted to say, "For privacy reasons, the content of this email is not viewable."
- Added "award date" to Time Span selection for due dates in Universal Application.
10-08-2024
- Resolved an issue that prevented users from being able to edit individual table cells after editing and saving a table unless the page was reloaded.
- Removed Organization Name, First Name and Last Name fields from the "Skip Required Field Validation" logic so that this required information cannot be removed when updating an Organization or User.
- Resolved an issue that prevented Shared Questions from being deleted from a form after all answers to that question had been deleted.
10-04-2024
- Resolved an issue with blank Organization Names causing an error in the Organization switcher menu. '[MISSING NAME]' will now appear as a placeholder in the Org switcher menu for any Orgs without an Organization Name.
10-02-2024
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Pinned Comment: The Pinned Comment feature in Grant Lifecycle Manager (GLM) gives the ability to pin a comment on the Organization Summary and User Summary.
- Resource:
- Resolved an issue causing answer options marked as 'Inactive' for Radio Button List and Drop Down List type questions on the Organization Form to appear as available options for Admins.
09-24-2024
- Resolved an issue where clicking "Convert to" on a table question would bring the user to the top of the page.
- Resolved an issue in the Application tab of a Universe that prevented the automatic email template preview window from being closed if the browser window size was changed.
- Resolved an issue in the Application tab of a Universe that caused the automatic email preview window to reappear after being closed if the browser window size was changed.
- Updated "Advanced Options" so that it is always shown in Request Summary. This will allow Applicant Visibility to be changed for a request in any status.
09-22-2024
- Increased the maximum number of QuickBooks vendors that can be shown in GLM.
- Resolved an issue with the text editor that was causing numbered and bulleted lists to display in a font and font size different than all other text.
- Resolved an issue causing rich text answers to display with unrendered HTML in the evaluation summary window.
09-19-2024
- Resolved an issue that allowed integrated installments to be removed in SLM without updating CommunitySuite when the scholarship was set to post by payment.
09-18-2024
- Resolved an issue that allowed Notification Event email templates to be saved without a 'Reply To' address.
- Resolved an issue that caused changes to email template order not to be saved in some instances.
- Accessibility: Addressed accessibility findings related to the navigation bar.
09-17-2024
- Accessibility: Added a header to the Email History table to address accessibility findings.
09-16-2024
- Accessibility: Addressed accessibility findings on the Update Universe page in Process Manager.
09-13-2024
- Resolved an issue with some Comments showing an incorrect timestamp.
- Resolved an issue where the Quick Search in Follow Ups Submitted was being applied to the Merge Templates list shown when creating documents from Batch Actions which prevented the available Merge Templates from being shown.
09-11-2024
- Accessibility: Added headers to various tables in site Settings to address accessibility findings.
- Updated the Candid Public Profile participation level image on the General Info tab.
09-09-2024
- Accessibility: Added header tags, labels and titles to various tables and elements.
09-06-2024
- Added a pop-up message when updating a user's Organization on the Update User page to warn that updating the Organization on this page will move all of this user's requests to the selected Organization.
09-04-2024
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QuickBooks Online Integration: The QuickBooks Online Integration feature allows users to connect QuickBooks Online to their Grant Lifecycle Manager (GLM) site enabling grant installment information entered in GLM to be easily sent to QuickBooks Online. This eliminates tedious manual entry and ensures accurate record keeping. In GLM, clients will link GLM Organizations to Vendors in QuickBooks. They can then send the Installment Amount, Installment Date(s), Account, and Vendor fields to QuickBooks for individual installments or in batch through Payment Tracking. Once a grant has been paid in QuickBooks, that payment will be reflected on the corresponding grant request in GLM.
- Resource:
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Single Sign On (SSO): Single Sign-On (SSO) will allow GLM and SLM clients to log in seamlessly and securely by utilizing their organization’s authentication systems, including Azure Active Directory and Microsoft Entra. Benefits of using SSO include enhanced security, streamlined access and centralized user management.
- Resource:
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Third Party Submission Confirmation Emails: Third Party submission confirmation emails are automated emails that will be sent to applicants and third parties when any third party request is submitted. These emails serve to notify applicants when their third party requests have been completed and to confirm for the third party that the information they entered was submitted successfully. These emails are found in System Templates, ‘Third Party Submitted [DEFAULT]’ and ‘Applicant Third Party Submitted [DEFAULT]’. The templates can be customized but the emails cannot be disabled because sending submission confirmation emails is a best practice. For all Universal Application third party requests (common/pseudo-common/opportunity-specific), the submission confirmation emails will display the name of the associated Universe.
- Resource:
08-29-2024
- Added explanatory text to the error message that displays when attempting to 'Reassign Organization' on a request and the organization entered is not associated with the applicant.
- Updated the Overall Budget display in the Budgeting tool to address accessibility findings.
- Resolved an issue with workload grids not aggregating Min/Max accurately for currency and date columns.
- Removed the "Delete" button from the Organization Summary screen for the Board Member and Auditor user roles. While the "Delete" button was previously visible to these user types, they did not have the necessary permission to delete an organization.
- Changed the Google Translate modal to a vertical scroll list so that users can more easily see and select all available language options.
- Resolved an issue with the Organization Comments tab not updating the comment count badge when adding or removing comments.
08-26-2024
- Resolved an issue that was causing request statuses to be reverted when editing follow-up responses on closed requests.
- Resolved an issue with email attachments being assigned an incorrect Upload Date in some instances.
- Addressed a few accessibility findings related to focus, labels and contrast on the application Preview page.
08-22-2024
- Resolved an issue causing an error in Canada sites when trying to send documents with DocuSign.
- Resolved an issue with approving an installment for CommunitySuite from Payment Tracking.
08-20-2024
- Resolved an issue causing an Object Reference error when updating some organizations.
08-19-2024
- Accessibility: Added outlines to buttons and collapsible accordion headers to improve focus visibility with keyboard navigation.
08-15-2024
- Increased batch close limit from 250 to 1000.
- Resolved an issue that was causing an error when batch assigning next form from LOI Complete and preventing shared questions from the LOI to the application from populating.
08-13-2024
- Added logic to restrict the ability to build question branching off of nested lists.
- Resolved an issue that allowed a user process filter to remain applied even if the user's role changed and they no longer had access to see and update the filter.
08-08-2024
- Resolved an error with loading the data in the My Team's Requests tab of the My Organization Chart.
- Updated the Ajah logo to the Grant Connect logo and changed tab name from "Ajah Fundtracker" to "Grant Connect" because Ajah Fundtracker was acquired by Imagine Canada and has been integrated into their "Grant Connect" platform.
- Changed the email address used to send applicant-composed emails for third party requests from the applicant's email address to administrator@grantsinterface.com and added the applicant's email address as the 'Reply-To' email address. These changes were made as a result of new requirements implemented by email providers to reduce spam which could cause the applicant-composed emails to be viewed as spam and/or not delivered when sent 'From' the applicant's email address.
08-07-2024
- Add Administrator to DocuSign 'cc: The administrator sending the DocuSign document has been added as a 'cc and will get a notification when the document has been signed even if they are not the administrator associated with the DocuSign account.
08-01-2024
- Resolved an issue affecting the population of Payee field options and the ability to add Integrated Custom Fields to forms.
- Resolved an issue with the CSuite icon not appearing on CSuite questions when added to forms.
- Resolved an issue that allowed applicants to send third party emails even after the associated request was abandoned.
07-31-2024
- Resolved an issue causing process requests of applicants at the same organization to be included in the warning when the Foundation Setting "Warn Applicant of Existing Request" was enabled.
07-29-2024
- Resolved an issue causing an error when trying to create documents with DocuSign.
- Resolved an issue that required the "Add Shared Question" button on a form to be clicked twice before the question modal opened.
- Resolved an issue with "Skip Required Field Validation" not working on required multiple choice questions added to the registration form.
- Resolved an issue that was causing some emails to be sent more than once.
- Resolved an issue that was causing an error when trying to generate an Eligibility Results quick export.
07-22-2024
- Resolved an issue with the Quick Search in Shared Questions not working after an applicant had applied to the process.
- Resolved an issue with sorting on columns Eval 1 and Eval 2 in Evaluation Assigned.
07-19-2024
- Resolved an issue with the "Error Deleting Question" error message not showing the error explanation when attempting to delete a question that has already been answered.
- Resolved an issue where rich text decision comments were showing as unrendered HTML in emails.
- Resolved an issue where changing column visibility on table questions was not updating the selected column as expected.
07-09-2024
- Resolved an issue where answers selected for drop down questions were not being fully displayed on forms.
- Resolved an issue with submitting an eligibility quiz when associated with multiple organizations.
- Resolved an issue causing a misalignment of the awarded values on the organization summary page.
- Accessibility: resolved an issue preventing universe start and end date from being entered using a keyboard.
- Organization Sort will now work properly on workload pages, user search page, and payment tracking
- Added the ability to search forms/questions on the add custom columns page.
- Resolved an issue preventing the delete confirmation from closing when deleting the first UA installment form on the UA decision forms tab.
- Resolved an issue preventing text and upload questions from being submitted in some cases.
- Fixed accessibility findings through our code analysis tools relating to table headers.
07-03-2024
- Based on client feedback quick search has been added to the following places: Shared Questions, Reports & Data Sets, Form Copy, and Custom Column Configuration.
- The limit of requests that can be batch denied at one time changed from 250 to 1000. This should allow for easier processing of large batches of denials.
06-20-2024
- Decision comments will show as rich text and not be editable in the comments section. If the user needs to edit a decision comment they need to do so in the field on the decision form.
- Increased the batch processing limit of denials from 250 to 1000.
06-14-2024
- Resolved an issue allowing an extra digit to be saved into a date question which could cause errors.
- Added quick search to the copy form modal.
06-07-2024
- Added a link to view the audit history for a particular element on a form. This is available to super admins only for now.
- Added the ability to delete an unused shared nested list. The entire list must be deleted and is still unable to be edited.
- Swapped out an x icon for a trash can when deleting table elements.
- More various accessibility fixes found by our internal monitoring tool.
06-05-2024
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Batch Email From Payment Tracking: This allows for emails to be sent one per installment to the request owner from the payment tracking page, so that applicants can be notified of upcoming payments. Installment Due Date, Installment Amount and Conditions were also added as email merge fields. This request came from Summit and Idea Lab.
- Resources:
05-15-2024
- Added the ability to batch email users from the payment tracking page based on feedback at Summit.
- Fixed formatting that was causing the list item active status to appear on a new line below the list item it related to when the list item text was long.
- Merge template names and descriptions can now be edited based on feedback from Summit.
- Handled an error users were seeing when trying to delete a process that had already been deleted. Now, instead of seeing an error deleting the process they will see a message letting them know the process has already been deleted.
- Resolved an issue some admins were seeing when proxying into two different applicant profiles where the wrong organization would be displayed in certain situations.
- Resolved an issue causing copied processes to lose visibility settings for shared tables.
- Resolved several accessibility issues relating to aria roles containing a parent.
05-03-2024
- Summit Idea Lab: The CSuite Approval slider was moved to the top of the Installment Group.
- Resolved an issue of duplicate pop-ups when deleting a Shared Question.
- Summit Idea Lab: Moved the email icon next to the email address and updated the icon by Organization Name to open the website in a new tab.
- Resolved an issue where a blank extra column was being added to table questions.
- Resolved an issue when adding two digits to the # to Add field in "Add One Time / Installment Information Popup" so that both digits are visible.
- Initial Submission date added to Follow Ups tabs on Form and Request Summary.
- Resolved an issue where the Amount Awarded and Installments on the Metrics Dashboard were miscalculated if the FY was set to January.
- Resolved an issue where new questions were being added to the top of a question group.
- Added handling to remove certain formatting that prevents rich text answers from displaying correctly.
- Added a confirmation for deleting Data Sets.
- Improved email template sort performance.
- Added a quick search to the Add Shared Question Pop Up.
- Resolved an issue causing text areas to not show the rich text options in form builder until the page is reloaded when changing a text area to a rich text field.
05-01-2024
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Allow Applicants to Have Auditor Access: Users of any kind can have applicant roles in the system. As we allow inviting of users this becomes important as the applicant may not know other roles the user has at the organization.
- Resources:
- GLM: Applicant Invite Contacts to Organization: If the Applicant Organization Invite setting is set to “True”, users who have access to view organization history will also have the ability to invite other applicants to their organization. This will allow the grantee organization to manage adding new contacts themselves to help keep their records up to date. This also introduced a new system template Organization Invitation Sent so that Administrators and Primary Contact to receive notification of the additions.
04-18-2024
- Resolved an issue preventing the last character from being deleted in a UA Name.
- Added several alt tags and descriptions to elements based on accessibility findings.
- Resolved an issue preventing the collaborate button from showing on new forms right away for applicants.
- Side by Side evaluations and Shared documents are now on in all sites and can no longer be hidden.
- Resolved an issue allowing UA start date to be after end date.
04-03-2024
- Resolved an issue preventing the delete icon from showing on a Universe immediately after being deactivated if it can be deleted.
- Resolved an issue around trimming extra content from answers.
- Resolved a display issue when saving a process summary causing the header information to lose its formatting.
03-25-2024
- Process and Universe Available Toggle: Added the Process and Universe Available toggle to the top of the Update page and changed the language to Available/Not Available.
03-20-2024
- Changed the default role name from Staff Evaluator to Evaluator.
03-18-2024
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Universal Application: Opportunity and User Edit Deadline: In response to recent FAFSA changes, this will optimize updating batches of application deadlines for draft applications within Universal Applications. We have updated functionality for edit deadlines per request within the Update Universe page to per Opportunity. To update the common application deadline, it is important to select the universe name. To update deadlines in batch for an individual applicant, this will be done from the User Summary on the Request Tab.
- Resource:
03-08-2024
- Added the ability to update due dates for draft forms from the Request History tab on the User Summary page.
03-06-2024
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Universal Application: Allow Batch Assign from Evaluation Assigned Workload Page: This feature allows administrators to batch assign Universal Application evaluations across multiple opportunities within the Evaluation Assigned workload page. This will support users adding evaluation 2 assignments at a later date after assigning evaluation 1 without having to break the batches into assigning opportunity by opportunity.
- Resource:
02-29-2024
- Fixed an issue causing the organization dropdown to not populate when adding a contact from the organization summary.
02-21-2024
- Resolved an issue causing third party users to get an error on the apply page if they had started registration previously without having selected an organization in a grants site.
- Resolved several accessibility findings relating to table headers.
02-14-2024
- Resolved an issue preventing requests from showing to users in the organization history if they were not assigned to the request.
- Resolved an issue preventing grants managers from being able to send batch emails.
- Added a table header to an applicant's list of eligibility submissions on their dashboard for accessibility compliance.
- Resolved an issue preventing applicants from applying under the selected organization when the applicant had multiple organizations.
- Resolved an issue preventing collaboration requests from showing on a collaborator's dashboard if they related to a different organization than the collaborator was a member of.
- Resolved an issue where all an applicant's requests for all their organizations were showing when the apply button was clicked instead of just the applications for the currently selected organization.
- Added the third party icon to the group header to better indicate which groups are configured as third party groups.
- Resolved an issue causing an error when an admin would try to edit a user profile if that admin did not have an organization.
- Resolved an issue loading contact information when viewing a request.
- Resolved an issue causing process stages to show as not finished when everything was configured properly.
02-07-2024
- Allow Users to be Associated with Multiple Organizations: This feature will allow administrators to add multiple organizations to a user as well as allow users with multiple organizations to change which organization they are using. This will be particularly useful for sites that interact with Grant Writers or users who work with Multiple nonprofits as well as sites that have Universities who apply for their grants.
- Notification Management UX Update: This feature will allow notification stages to be managed on stand alone processes similar to how they are managed in process universes. New processes will not automatically receive the notifications, but users will have to add which ones they want to use on a particular stage. For automatic emails with the To Administrators (when submitted) event type set to Not Using before this release, the Automatic Email Event will need to be deleted or a template needs to be selected in order for the process stage to turn green.
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Add Reminder and Past Due Email Notification to LOI and Application Stages: This feature will allow administrators to add Form Reminder and Form Past Due notifications to qualification, LOI, and application stages. These emails will not send if no due date has been set on the submission.
- Resource:
- System Setting Evaluation Group By Student or Opportunity: This feature came as direct feedback from clients and is a request to allow admins to configure whether or not their UA evaluations are grouped by student or by opportunity. The Admins have four options. They can allow Reviewers to control the checkbox and set the default for their reviewers as group by student or group by opportunity or they can hide the option from their reviewers and set it for them as either group by student or group by opportunity.
- Integration: Pay Student: CommunitySuite Scholarships - Added the ability to set a scholarship to pay Student. This can be enabled on individual Scholarships in CommunitySuite. Select the Scholarship ID and then click Edit from the left-side menu. There is a new checkbox on the Scholarship Pay Student. With this checkbox enabled, when a scholarship is awarded to a student, they will no longer have to have the Grantee Designation. It will allow the student to pass through Grants and Vouchers without being designated as a Grantee. When selecting the Student name in the Grantee field on the Grant ID, it will show as an invalid vendor ID since the student does not have a vendor designation.
02-06-2024
- Resolved an issue preventing Grants Managers from sending emails.
- Resolved an issue preventing users in SLM sites from editing their Universe Opportunities if the site was not integrated with CommunitySuite.
- Updated some colors and styles to improve accessibility and consistency.
02-04-2024
- Added an info icon next to the Group by Student checkbox to give evaluators some context on what the checkbox does.
- Closed CommunitySuite scholarships will now show as closed when selecting or viewing configured scholarships on Opportunities or Stand Alone Processes.
- Resolved an issue preventing an admin from adding comments on internal/admin facing questions.
- Resolved an issue preventing admin comments from being added to evaluation form questions.
01-28-2024
- Fixed a typo when deleting shared questions.
01-26-2024
- Made the Process Filter list of Processes match the order in Process Manager.
- Updated the look and feel of admin comments as well as a few other theme changes based on feedback.
01-20-2024
- Resolved an issue causing new saved reports from being saved and existing saved reports from being loaded for Canadian or Australian sites.
01-17-2024
- Removed the delete button from the Organization Summary page for applicants. This didn't, and shouldn't, do anything.
- Resolved an issue where an applicant editing their own organization information would sometimes see an error message.
01-03-2024
- Organization Created Email: This feature will allow administrators to create email templates they can subscribe to that will send them an email anytime an organization is created by another administrator or by a registering user.
- Integration: Set CommunitySuite Scholarships on SLM Processes/Opportunities: This feature allows CommunitySuite scholarships to be set on SLM processes and opportunities. This allows CommunitySuite to be aware of the scholarship that should be set for a request when that request is synced. It will save users many clicks for integrated scholarships.