Release Note Summary 1.3.66

Release Note Summary

Release Note Summary 1.3.66. This release note update covers key features and changes released as of July 1, 2026.

Fallback behaviors have been added to the Applicant Portal. These behaviors allow agencies to have a fallback in case a user tries to directly access an application URL that is not available. The fallback can direct the user either to a designated application, the general inquiry application, or a custom URL.
A new checkbox allows agencies to hide the application portal from the main menu, even if it is active.
A banner now displays on the applicant scenario list if there are no scenarios set to "use for general inquiry".

An export option has been added to the Gifts and Donations tab.
A new Success Stories tab has been added.
The detail report has been built out with multiple sections, including event information, contacts, impact areas, descriptions, attendance, participation, partners, and gifts.
There is a new optionally displayed External Link tab that allows users to link the event to external systems such as Google Driver or other websites, for event related documents or forms.
The ability to display the comment on the grid has been added.
Vendor/Organization roles can now be added.
Emails are now displayed on the grid.

The ability to Create Related Events has been added. This allows users to copy an existing Healthcare Event. When copying the event, a banner displays at the top of the page indicating the event was pre-populated with data from the original event, and when the new related event is created, it will display in the Related events tab on the original Healthcare Event.
A Program filter has been added. When selected, healthcare event episodes will display for people who have either a current or past enrollment, regardless of program status or dates.
- A new optionally displayed Programs column has also been added.

A city and state filters were added to the My Network page.
The ability to configure and sort the metrics displayed by selecting from a custom or default has been added.
The ID has been added to the organization panels.

Some changes were made to how Staff are viewed.
- The privilege 'Staff Management - View Staff' has been changed to 'Staff Management - View All Staff'.
- Two new privileges have been added: View Direct Reports and View Indirect Reports.

Multiple changes were made to the Vendor/Organization tab:
- Some minor icon related cosmetic issues were addressed to make the icons consistent with others on the page.
- Some columns have been changed so they can now be optionally displayed.
- The export functionality was changed to include all columns.
- A minor change was made to the layout of the Edit popup window, to make is more user friendly.

A 'Top 5' or 'All' selector has been added to the page to reduce the data shown and make the page less cluttered.

The following bugs were fixed:
An issue related to the prescreen question business rules has been fixed.
- A change to the rule processing engine that powers the business rules provided a benefit that removes the limitation of only allowing 26 prescreener questions.
A bug related to only the first vendor being selected when multiple vendors (organizations) were selected on a Community Event, has been fixed.
A fix was implemented for the adding and updating of gifts on Community Events. Previously, nothing happened when you tried to create a new gift or update an existing one.
A bug that caused the Community Event's managing organization to change when vendor organizations were added, has been fixed.

The following cosmetic changes have been made:
In Program Workflows, the text which is entered into the workflow step instructions now word wraps so it does not flow into other panels.
In the Population Analysis page, some of the filters were getting long, so a change was made to combine some of the filters to make them easier to work with.
Some minor cosmetic changes were made to vendors and organizations for consistency on Community Events.

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