Changes

Template:November2023Upgrade

607 bytes added, 19:37, 19 October 2023
Added Candid Demographics
===Major Updates===
==== Added Candid Demographics ==== We have added the ability to easily see Candid Demographics data for organizations within your system. If you enable this option a new '''Demographics''' tab will appear in the left navigation of organization records. Organizational information related to Race and Ethnicity, Gender Identity, Orientation, and Disability Status as well as Staff, Senior Staff, and Leadership are visualized on this tab. You can also do a side by side comparison of the current organization with another organization.
To set up this feature navigate to '''Global Settings''' > '''Integrations''' tab > '''Candid Demographics Check'''. Note that organizations must have an EIN number in a custom field and it must be mapped on the setting page.
Then, go to '''Menu''' Icon > '''Global Settings''' > '''Security''' tab > '''System Visibility Permissions''', and for the setting called '''Limit Demographics Tab Access''' add the roles you want to have access to this tab.
Then navigate to the desired organization.
<!-- 145553 - Candid Demographics API -->
 
==== Added ability to set field display order based on type ====
 
You can now specify a different display order for a custom field based on the type. This gives you the ability to use the same field across multiple types of applications and have the field appear in different locations without the need to create multiple fields.
 
Navigate to any custom field and under '''Display Order''' toggle on '''Enable conditional display order for different types'''. Lower numbers will appear closer to the top of the page.
 
<!-- 150260 - Add ability to set the display order of global custom fields based on type -->
===Minor Updates===
==Notes for Admins==
Smartstaff, administrator
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