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GIFTS Online Release Notes v6.0 © 2016 MicroEdge, LLC This document highlights the enhancements and known issues resolved in the GIFTS Online v 6.0 release. For more in-depth information on any of the features discussed, please refer to the GIFTS Online Help page. The MicroEdge Community Resources Site To keep up with all the latest news on MicroEdge products, access our knowledgebase, or join in relevant discussions on our forums, go to - https://community.blackbaud.com/products/microedge. CLIENT PRODUCTION SITES WILL BE UPGRADED o January 16, 2016 Wave 1 (US), Downtime Window 8:00 am 8:00 pm (ET) o January 22, 2016 Wave 2 (UK), Downtime Window 17:00 01:00 (GMT) o January 30, 2016 Wave 3 (US), Downtime Window 8:00 am 8:00 pm (ET) Table of Contents BLACKBAUD OUTCOMES ................................................................................................................................... 2 GIFTS ONLINE ..................................................................................................................................................... 2 Expanded Searches ...................................................................................................................................... 2 Coding Sheets: Code + Description ............................................................................................................. 2 Create Payments in Batch ............................................................................................................................ 2 Edit Payments in Batch................................................................................................................................. 4 Create Batch Request Requirements........................................................................................................... 5 Create Batch Payment Requirements .......................................................................................................... 5 Requirement Deletion in Batch ..................................................................................................................... 6 Publish Request and Payment Status to Web (Online Application Module) ............................................... 6 Publish Batch of Requirements to Web (Online Application Module) .......................................................... 6 Review Field Editability ................................................................................................................................. 7 New Accounts Payable (A/P) Formats ......................................................................................................... 7 Prologue ........................................................................................................................................................ 7 NCO .............................................................................................................................................................. 7 User Role Updates ........................................................................................................................................ 7 Single Sign-On (SSO)................................................................................................................................... 8 360 REPORTING .................................................................................................................................................. 8 REVIEWERS PORTAL .......................................................................................................................................... 9 More Display Options .................................................................................................................................... 9 Reviews......................................................................................................................................................... 9 Compare Display .......................................................................................................................................... 9 Actions........................................................................................................................................................... 9 Web Help....................................................................................................................................................... 9 RESOLOVED ISSUES .......................................................................................................................................... 10 SUPPORT ............................................................................................................................................................ 12
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Page 1: GIFTS Online - Blackbaud · GIFTS Online Release Notes ... For more in-depth information on any of the features discussed, please refer to the GIFTS Online Help page. The MicroEdge

GIFTS Online Release Notes – v6.0

© 2016 MicroEdge, LLC

This document highlights the enhancements and known issues resolved in the GIFTS Online v 6.0 release.

For more in-depth information on any of the features discussed, please refer to the GIFTS Online Help page.

The MicroEdge Community Resources Site

To keep up with all the latest news on MicroEdge products, access our knowledgebase, or join in relevant discussions on our forums, go to - https://community.blackbaud.com/products/microedge.

CLIENT PRODUCTION SITES WILL BE UPGRADED

o January 16, 2016 – Wave 1 (US), Downtime Window 8:00 am – 8:00 pm (ET)

o January 22, 2016 – Wave 2 (UK), Downtime Window 17:00 – 01:00 (GMT)

o January 30, 2016 – Wave 3 (US), Downtime Window 8:00 am – 8:00 pm (ET)

Table of Contents

BLACKBAUD OUTCOMES ................................................................................................................................... 2

GIFTS ONLINE ..................................................................................................................................................... 2

Expanded Searches...................................................................................................................................... 2 Coding Sheets: Code + Description ............................................................................................................. 2 Create Payments in Batch ............................................................................................................................ 2 Edit Payments in Batch................................................................................................................................. 4 Create Batch Request Requirements........................................................................................................... 5 Create Batch Payment Requirements .......................................................................................................... 5 Requirement Deletion in Batch ..................................................................................................................... 6 Publish Request and Payment Status to Web (Online Application Module) ............................................... 6 Publish Batch of Requirements to Web (Online Application Module) .......................................................... 6 Review Field Editability ................................................................................................................................. 7 New Accounts Payable (A/P) Formats ......................................................................................................... 7 Prologue ........................................................................................................................................................ 7 NCO .............................................................................................................................................................. 7 User Role Updates........................................................................................................................................ 7 Single Sign-On (SSO)................................................................................................................................... 8

360 REPORTING .................................................................................................................................................. 8 REVIEWERS PORTAL .......................................................................................................................................... 9

More Display Options.................................................................................................................................... 9 Reviews ......................................................................................................................................................... 9 Compare Display .......................................................................................................................................... 9 Actions........................................................................................................................................................... 9 Web Help....................................................................................................................................................... 9

RESOLOVED ISSUES..........................................................................................................................................10 SUPPORT............................................................................................................................................................12

Page 2: GIFTS Online - Blackbaud · GIFTS Online Release Notes ... For more in-depth information on any of the features discussed, please refer to the GIFTS Online Help page. The MicroEdge

Last Updated: March 28, 2016 Page 2 of 12 Subject to change, visit https://community.blackbaud.com/products/microedge/resources for the most current information.

BLACKBAUD OUTCOMES

Blackbaud Outcomes is now available as an additional subscription service with GIFTS Online 6.0. Contact [email protected] for more information.

GIFTS ONLINE

Expanded Searches

As an additional enhancement to GIFTS Online, the dropdown search filters in GIFTS Online now use a 'contains' type search rather than 'begins with'. This will allow users to search coding sheet dropdowns or multi-level searches using the codes. Coding Sheets: Code + Description

When there is a Code included in a Classification coding sheet value, the code will now show throughout GIFTS Online, prepended in brackets to the Description.

[32] Developmentally Disabled

Here are some examples of the places where the code will appear:

Coding Sheet Value selection fields

In the edit forms for selected values

In the edit form dropdown lists In the full search filters

Create Payments in Batch

Users who have permissions to modify or add Payments can now create Payments in batch. Creating Payments in batch can be done on a single or batch of Requests. There are two versions of the Create Payments buttons that will appear in Request action menus. Their labels differ depending on whether the action will be taken on a single or a batch of Requests.

The button is labeled ‘Create Payments’ when more than one Request record is selected in a Request workspace or Related Request record set. Note that all selected Requests must be of the same disposition in order to create payments for them.

The button is labeled ‘Create/Edit Payments’ when only one Request is selected in a workspace or related record set, or in the Request edit form.

The screen that appears will also vary depending on whether one is creating payments for a batch of Requests or for a Single Request. For both, the User can select the number of payments, frequency, start date and can also add an adjustment for weekends.

Page 3: GIFTS Online - Blackbaud · GIFTS Online Release Notes ... For more in-depth information on any of the features discussed, please refer to the GIFTS Online Help page. The MicroEdge

Last Updated: March 28, 2016 Page 3 of 12 Subject to change, visit https://community.blackbaud.com/products/microedge/resources for the most current information.

When the Schedule is generated for a batch of Requests, the User can see the general payment information based on their selections. They can adjust the percentage of the individual payments, as well as the Types and the GL Accounts.

When the Schedule is generated for a single Request, the payment amount and percent of total are displayed based on the Recommended, Requested, or Grant Amount, depending on the disposition. Users can then adjust the Schedule Date, Payment Amount, Payment Percent, Type and GL Account on the individual payments.

Page 4: GIFTS Online - Blackbaud · GIFTS Online Release Notes ... For more in-depth information on any of the features discussed, please refer to the GIFTS Online Help page. The MicroEdge

Last Updated: March 28, 2016 Page 4 of 12 Subject to change, visit https://community.blackbaud.com/products/microedge/resources for the most current information.

If the client is configured for the Budget Module and the user has permission to Appropriate to the Budget, the user can click ‘Next’ to get to the Budget Appropriation page. Otherwise they will click on the ‘Create Payments’ button to create the batch of Payment records.

NOTE: Budget appropriation is only available when creating payments for a single request.

The Budget Appropriation steps in Creating Payments here are much like creating them as part of Creating Payments during a Request Approval.

Edit Payments in Batch

Users with permissions to update a Pending Request or add Payments to an Approved request can now modify a Payment schedule in batch for a single Request.

A new screen opens to allow you to edit the payment in a batch

Page 5: GIFTS Online - Blackbaud · GIFTS Online Release Notes ... For more in-depth information on any of the features discussed, please refer to the GIFTS Online Help page. The MicroEdge

Last Updated: March 28, 2016 Page 5 of 12 Subject to change, visit https://community.blackbaud.com/products/microedge/resources for the most current information.

Create Batch Request Requirements Users who have permissions to modify Requests can now create Requirements in batch. This

can be done for a single or for multiple Request(s)/Grant(s).

The new Create Requirements button is visible in the Actions ribbon menu in the following places:

Request workspace

Related Request record set

Request Edit Form Users can use this feature to create one or more Requirements for the selected record(s). The Interface allows the selection of:

Request type

Fixed Due Date

Relative Due Date

An adjustment for weekends (when selected due dates that fall on Saturdays will adjust to the preceding Friday. Due dates that fall on Sundays will adjust to the following Monday).

Create Batch Payment Requirements

Users who have permissions to modify Payments can now create Requirements in batch. This can

be done for a single or for multiple Request(s)/Grant(s).

The new Create Requirements button is visible in the Actions ribbon menu:

Users can add as many Requirements as are needed for the selected record(s) and can remove them if necessary in the schedule section which shows at the bottom of the window.

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Last Updated: March 28, 2016 Page 6 of 12 Subject to change, visit https://community.blackbaud.com/products/microedge/resources for the most current information.

Requirement Deletion in Batch

Users who have permissions to modify or add Requirements can now delete Requirements in batch – multiple records at the same time. Previously deletions could only be done one at a time.

Publish Request and Payment Status to Web (Online Application Module)

Users can now publish the status of one or more Request or Payment records to the Online Applications module so that an Applicant/Grantee can check the status in the portal.

NOTE: This section is optional and is only available with the Online Applications and

Requirements Module installed - please contact your sales representative to have it added. Once you have this module added, it will need to be enabled. Please contact mailto:[email protected] to have the Request/Payment status enabled.

The "Publish Status" Action Icon will be visible in the Request or Payment workspace, related record grid or edit form when:

One or more records are selected (in a workspace or related record grid)

The client has Online Applications enabled

If the User's role has permission

Publish Batch of Requirements to Web (Online Application Module)

Users can now publish the status of one or more Requirements to the Online Applications module so that an Applicant/Grantee can check the status in the portal. The Action is visible in the workspace. The user will be notified of any that fail to publish after the action.

The 'Publish to Web' action item is visible in the Requirement workspace when:

One or more records are selected

The client is configured for Online Applications

The user's role has the "Publish Requirements Add" Role Permission.

The 'Publish to Web' action is visible in the Request > Related Requirements section when

One or more records are selected The client is configured for Online Applications

The user's role has the "Publish Requirements Add" Role Permission.

The user has edit rights to the Request's branch (if client is configured for Branch Security)

Page 7: GIFTS Online - Blackbaud · GIFTS Online Release Notes ... For more in-depth information on any of the features discussed, please refer to the GIFTS Online Help page. The MicroEdge

Last Updated: March 28, 2016 Page 7 of 12 Subject to change, visit https://community.blackbaud.com/products/microedge/resources for the most current information.

Review Field Editability

User with permissions to modify Review can now edit the following fields:

Acceptance Due Date

Due Date Visible From

Visible Too

New Accounts Payable (A/P) Formats

GIFTS Online creates activity records for all A/P Exports and Imports.

Prologue

This is an A/P Export (only). The option will appear in the GIFTS Online A/P Export format dropdown. Only the GL code value is required field.

NCO

There are four versions of the format:

Check Export

Wire Export

Check Import

Wire Import

User Role Updates

In order to prevent existing Grant Managers from losing functionality, all users with the Grant Manager role were automatically be migrated to the new Client Admin role upon upgrade. With the help of the MicroEdge services team, clients can now move those users who should have more limited access back to the Grant Manager role as needed. Two new user roles:

Client Administrator

Grant Associate

Page 8: GIFTS Online - Blackbaud · GIFTS Online Release Notes ... For more in-depth information on any of the features discussed, please refer to the GIFTS Online Help page. The MicroEdge

Last Updated: March 28, 2016 Page 8 of 12 Subject to change, visit https://community.blackbaud.com/products/microedge/resources for the most current information.

Client Administrator – This role is intended to be the User role with the highest level of access in the system.

This role will have all permissions by default, although this may vary by client. Grant Associate – This role is similar yet distinct from the Program Officer role to allow clients to define

access levels in a more granular way.

Contact MicroEdge Technical Support for more information on role changes. Single Sign-On (SSO)

GIFTS Online now supports Single Sign On (SSO) using the SAML 2.0 protocol.

Contact your sales representative for more details.

360 REPORTING

For those clients who have GIFTS Online and AngelPoints – the following updates apply to 360 Reporting. Completed Date and Create Date will now be basic Full Search filters under the Donations record type.

In the following AngelPoints Record types, we have added new Street Address 1 and Street Address 2 View Columns. Previously there has only been a Street Address View Column for these Record Types, which was a combination of the Street Address 1 and 2 fields.

The addition of the separated fields allows Users to see the data separately. This also has the added benefit of allowing the user to sort on either of the new columns, as they are not calculated fields as the Street Address field was. Record types:

Organizations

Events

Users

Page 9: GIFTS Online - Blackbaud · GIFTS Online Release Notes ... For more in-depth information on any of the features discussed, please refer to the GIFTS Online Help page. The MicroEdge

Last Updated: March 28, 2016 Page 9 of 12 Subject to change, visit https://community.blackbaud.com/products/microedge/resources for the most current information.

REVIEWERS PORTAL

More Display Options The compare display in the GIFTS Online Reviewers Portal has been updated. Select the text “more options” and a pop-up window appears which allows you to display by a specified view or sort. Reviews

The Reviews section allows reviewers to access both your new, in progress and historical reviews.

The Review form may include read-only prompts providing you with information about the proposal you're reviewing and editable prompts for you to provide your feedback. These prompts will usually be divided into different sections and to help

you navigate, you can click on a section name on the left to jump right to that section. You can also expand/collapse all of the sections on the form at once using the arrows at the top right, or each section individually. Compare Display

The new compare display works in tandem with the pinned view to allow you to view up to 20 reviews at the same time.

NOTE: If you try to select a view that is too large,

the system will display a message:

The Compare Display feature – Show feedback

Actions From the Grantmakers toolbar under Admin > Preferences > Actions

The e-mail options allow you to establish the way reviewers communicate with you about a proposal. You can set this up so the reviewer can e-mail the staff associated with the specific Request, a global address you define, or hide the action entirely. The reviewers see these details at the bottom right of that menu on the Dashboard.

Web Help

The GIFTS Online Reviewers Portal now offers access to online help by selecting Help on the main toolbar.

Page 10: GIFTS Online - Blackbaud · GIFTS Online Release Notes ... For more in-depth information on any of the features discussed, please refer to the GIFTS Online Help page. The MicroEdge

Last Updated: March 28, 2016 Page 10 of 12 Subject to change, visit https://community.blackbaud.com/products/microedge/resources for the most current information.

RESOLOVED ISSUES

The following issues are resolved in this release. We have provided the case numbers for internal referencing along with a description of the issue and resolution.

Case Number

Description

00297215 Attachments are not appearing as links in HTML version of application

00309202 Client reports request resubmission message showing different text than account designer settings in GIFTS Online

00311385 Quotation marks are not displaying correctly in HTML Version of application

00311680 Client is receiving errors when attempting to Retrieve applications

00312786 Client is getting error when trying to consider IGAM applications through GO

00313039 Client needs assistance with forms manager editing issue

00313794 Client reports that performing Tax Status Verify against her Organizations is adding a carriage return to her Address field

00313863 Preset Date Fields Change Upon Saving

00314930 Client is receiving an error message when attempting to consider application

00315298 Client is unable to edit system Properties of Requirement forms through GO Forms manager

00315372 Client deactivated her form id: 35044 at 12 noon 6/17/15 and Applicants were still able to submit after the fact. (Form was created 4/8/15 in GO 5.2)

00315454 Client reports stage 1 applications carrying over to stage 2 applications in GO

00317715 Client is unable to submit their review in the reviewer site

00318244 GIFTS Online Wire Transfer fields being overwritten on Paid payments when the WT info is updated on the Request

00319798 Client needs assistance with log in and accounts tabs

00319901 Client needs assistance with application resubmission in GIFTS Online

00320721 Percentage coding not working in GO IGAM application

00320775 Client reports that automated email sent to users who submit Scholarship forms appears blank

00321190 Client needs assistance with issues running a report

00321230 Client's email template on account designer is overriding the email template on the form (requirement

submission)

00321612 View with saved search is pulling codes and text when placed into correspondence

00322341 Client needs assistance with Reviewer scoring

00322425 Client has html codes coming up in the request fields after bringing them in from IGAM

00322718 Client needs assistance with document merge issue in GIFTS Online

00322840 Client needs assistance with column display in Historical Application view

00323016 Client is receiving an unhandled error when retrieving reports.

00323183 Client needs assistance with form retrieval issue

00323447 GIFTS Online Manage Forms: 2nd Stage Application setting up "Read-Only" organization only works

when you check and then uncheck Suppress Organizations in Edit Preferences

00323722 Client cannot publish report to web

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Last Updated: March 28, 2016 Page 11 of 12 Subject to change, visit https://community.blackbaud.com/products/microedge/resources for the most current information.

Case Number

Description

00324361 Client needs assistance with video upload error

00324544 Client needs assistance with coding sheet issues

00324650 Client is getting an error when trying to run an ad hoc report in advanced reporting.

00324967 Client needs assistance with Server Error in /SL Application

00325013 Client reports that her sub classifications for Cash Grants appear under Scholarships

00325033 Client needs assistance with reviews and review committees

00325148 Buzzacott Support/Bug Escalation ID - ME-01083 for Garfield Weston Foundation

00325153 Client is having issues with the sorting on 2 payment adhoc reports

00325175 Total Hours Volunteered show with a $ in Advanced Reporting

00325359 Client is unable to preview IGAM e-mails

00325632 Client needs assistance with calculation field data not coming into GO

00325740 Client receives error when attempting to open any contact record

00325846 Client needs assistance with declination notification issue

00326039 Client reports that their Review results when searching are not pulling as intended

00326129 Client has found that drop down fields are intermittently not displaying when filling out a review.

00326218 Client receives exception occurred error whenever she opens a request

00326328 Client needs help editing her Reviewer form

00326439 Requirement IGAM form is not honoring custom html header/footer

00326509 Client needs assistance assigning reviews

00326758 Client is getting an error (false positive) when creating a copy of a requirement form

00326773 Client needs assistance with error considering application

00326776 Client cannot consider an application after doing a duplicate check

00326781 GO client getting error when generating a stage from pending request.

00327024 Firefox crashes with Silverlight error

00327305 Client needs assistance with error editing Form

00327801 Client needs assistance with log in issue

00327874 Timeout message not registering the user clicking OK button and timing out

00328010 Filtering has been removed from the Organization Total Hours Volunteered field in Advanced

Reporting

00328160 Sub Level codes appear in a full search drop down list without the (level 1)/ (level 2) format.

00328213 Client needs assistance locating reviews

00329106 Merged views in templates are not honoring column format filters.

00329317 Client reports that Simplify is not working on her forms

00329323 Error message when saving column width in Reviews dashboard parts

00329648 Client needs assistance with report export

00329776 Client needs assistance with exception occurred error

00329824 Client needs assistance with errors editing forms

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Last Updated: March 28, 2016 Page 12 of 12 Subject to change, visit https://community.blackbaud.com/products/microedge/resources for the most current information.

Case Number

Description

00329927 In Review Portal, Dropdown options are dropping down below screen when browser is maximized

00330020 Client is no longer able to freely manually enter one’s own Prefix, Suffix, State, and Country in GO 5.3

00330562 Client is getting an error on the "Organization Type" after doing an export

00330582 Unable to mark an IGAM field as read-only

00331058 Void or Delete payments when >255 payments for a request

00331803 Unable to add Recommenders on GIFTS Online Scholarship forms using IE11

00333131 Client not able to Consider her applications

00333310 Receiving error The given key was not present in the dictionary when opening Primary Contact from within GO Mobile App

-- GO Password Reuse Policy is Not Being Enforced

SUPPORT

If you have questions or need assistance in any way, please contact MicroEdge Technical Support.

Support Hours: M-F, 8:00 am – 8:00 pm ET

Phone: 877.704.3343

Email: [email protected]

Online: www.microedge.com

1. Login to PowerME

2. Click the Cases tab (top toolbar)

3. Click Create New Case button

4. Fill out form and click Finish button


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