Changes

Added additional fields for IRS third party verification mapping. New fields include: "Tax Period", "Revenue Amount (Form 990)", "Asset Amount" and "Income Amount". You can see the new field mapping options by going to Menu Icon > Global Settings > Transactions > Types > Edit a Type set to “Company” with “Use third party verification service” toggled on > Third Party Verification Mapping.

To make it easier to find workflow emails in the “System Emails” List view, additional information was added to the "Name" column. You can now search workflow emails on Task ID, Workflow ID, Task Number, and Task Description. Go to Menu Icon > Global Settings > Communications tab > System Emails.

The “Save As” button is now available in the Save & Submit button settings. Save time by using “Save As” to create a copy of the existing Submit button to make minor changes instead of creating buttons from scratch.

====Updated Interface for Note Entry Mode ====Improved the look of the Note Entry Mode on records, in a list view, and on exports. To configure, navigate to a “Text Box – Text Multiple Lines” custom field and toggle ON “Enable Note Entry Mode”. When users enter text into the input and save, that text is time stamped and displayed below the field.

If you are using the “Linked Record List" custom field to associate contacts inline on a record, you now have the option to associate user groups. This makes it easier to associate a predefined group of users to a record such as "Sales Group". To configure User Groups, go to Menu Icon > Global Settings > Users tab > User Groups.

Added ability to Advanced Search function to handle fuzzy searches by using Soundex, which helps English language speakers find records that have a minor difference in spelling. For example, if the user searches the keyword "strokes" it will return records with values equal to "stroke", "strokes", "stroka", "stroko", etc. but it will NOT return values that contain these words as part of a bigger string (e.g. "strokes test"). To use this new feature, navigate to a list view, click into the Advanced Seach, select a text-based field and select the new option "Soundex" from the operator dropdown. Note: numeric and date fields are not supported and neither are fields with predefined options. For more on Soundex see https://mariadb.com/kb/en/soundex/ https://dev.mysql.com/doc/refman/8.0/en/string-functions.html#function_soundex

====xAdded Task Types to Company and User Workflows====xAdded "Company Association" task type on company workflows as well as the "People Association" task type on user workflows to make it easier to add, update and remove associations.For example, you could use these new workflow options to synchronize organization associations based on an external source.<!--121539 - People and Company Association tasks for Company & User Workflows--> ====Added Confirmation Dialog for List View Exports that Trigger Status Changes or Workflows====Added a confirmation dialog when users export a list view that is configured to run workflows after export. This is especially useful if your list view is utilizing the settings to “Update Status After Export” or “Trigger Workflow After Export” found on the Export tab of the list view builder. <!--120167 - Warning pop up for 'Update Status After Export' option in list views--> ====Added Transaction Counts to Level 1/2, User, and Organization Records====Added a transaction count on Level 1, Level 2, User, and Organization records. Note: the count shows the number of transaction records from the type tabs that are visible to the user. <!--119668 - Transaction Record Count not Displaying--> ====Added a List View Selector to Contact and Organization Lookups ====Added the list view selector to the single contact lookup button when you are associating contacts or organizations to a Level 1 record such as a grant. This gives your users more flexibility and choice over what data they want to see when they lookup users and organizations. For example, if you are associating reviewers through the lookup, you might want to see different information than if you are associating a co-applicant. You can see the list view picker if you navigate to a Level 1 record and go to a Linked Record List, Contacts tab, or Organization tab and click on the "Lookup" button. <!--123656 - Surface list view picker when selecting a single contact in the new association entry view--> ====Enhanced Accessibility Styling for Keyboard Focus====Enhanced the styling of buttons for improved accessibility. This can be seen by using the tab key to focus on a button. For example, dark colored buttons will have a light-colored outline and vice versa. For an optimal accessibility experience go to Menu Icon > Global Gettings > Branding tab > Toggle ON Enable Accessibility Mode. <!--x119776 - Keyboard accessible styling--> ====Added Options to Portal Preview Configuration Mode ====Added two new buttons to Configuration Mode of portal previews to make portals easier to configure. An “Edit” button enables top level editing of the portal and a "New" button that makes it easier to create new user menu links and new portal pages from within configuration mode. To see these new buttons, navigate to Menu Icon > Global Settings > Users tab > Portals > Edit the desired Portal > Preview > Configuration Mode (gear icon button).<!--124319 - Make portals easier to configure by surfacing more options in config mode.--> ====Enhanced Advanced Data Table Headings====Modified the section title inputs on the Advanced Data Table custom field to render as headers for improved experience for users with assistive technology.<!--124319 - Make portals easier to configure by surfacing more options in config mode.--> ====Enhanced Advanced Data Table Headings====Modified the section title inputs on the Advanced Data Table custom field to render as headers for improved experience for users with assistive technology.<!--121275 - Headings on advanced data tables--> ====Added Metadata to Email Templates====Added “Created By”, “Created Date”, “Last Updated By” and “Last Updated Date” to email templates and surfaced in the email templates list view. To see the new fields Navigate to Menu Icon > Email > Templates. Note: Some data may not be available for older records but new changes will show the new fields going forward.<!--120870 - Created /Modified date field on Email templates-->