09.01.2022 Release Notes: Custom Fields, Custom Reports, Grants

Updates

Custom Forms and Fields

• Global custom fields can now be included or excluded as column options from the Grants list. If excluded, you may experience improved system performance on the Grants list.

Custom Reports

• A join has been added between Individuals and Organizations reporting categories.

Grants

• The Grants list page has been improved for system performance.

Fixes

Amendments

• Amendments can now be deleted without error message.

Grant Award History

• Grant Award History now creates new records when the awarded amount was a previously entered awarded amount.

Grants

• Grantor column now appears on the Grants list.

Workflow

• Views can now be saved for Workflow Actions.