10/4/2023:Grants: Enhanced the look of the Grant Catalog by adding tabs: Details, Grantees, Content.  This will allow for better organization of the fields within a grant Catalog.  The header box will be a quick reference point for the Catalog ID, Request Dates, Catalog Dates, and the Funding Goal.

From the Details tab, users will find the detail options and settings, grant categories, and the reporting for the Grant Catalog.  Added the functionality for Grant Catalogs to allow for a Nonprofit to receive a donation amount over the Requested amount. This new option is a checkbox on the Grant Catalog Details tab, Allow Overfund Grants.    Once the grant has been fully funded, it will move from the Unfunded Bucket to the New Bucket.

Grantees Tab will be house all of the Grantees information.  On the left hand menu, users will find a new options to Invite Grantees to the Grant Catalog.   This will allow users to build a filtered list and then select Add to Grant Catalog or Remove from Grant Catalog. A second new left hand menu is the Send Invite Email.  This will allow users to send all of the Grantees that are listed on the Grantee Tab, their own individual link to complete the Grant Request Form. This is a change to the current workflow which will remove the list of all Grantees invited to the Grant Catalog screen that Grantees would see. The Grantee table under the Grantee Tab will display information such as the Grantee, Email, their Individual Request URL, Invite sent information.  The actions from this table will be the ability to delete a Grantee from the Grant Catalog or Resend the email to a Grantee. When Resending the email, users will be able to change or add email address in the Email or CC line and update the subject line. The email body will use the same content from the Grantee Invite Email Body (Html). This will not be editable from the resend email for security reason with the individual links.

From the Grantee Tab on a Grant Catalog, select Add/Remove Grantees.  This will populate a profile report and users will need to select at least one filter.  Once the filter is applied and the list is populated with the profiles, use the Add to Catalog option on the left hand menu. The next screen will populate with a table of profiles, use the check box option, all, or none to select the Profiles to be added.   There is now an Add Public Grantees option on the left hand menu, using this option the Grantee list will be populated from the archived Make Public checkbox.  Users will no longer need to set the Make Public checkbox on profiles.

On the Content Tab, users will find the content areas that related to the Grant Catalog.  There are two new content areas: Grantee Invite Subject and Grantee Invite Email Body (Html).  These content areas will be used with the new functionality around sending the individual invites to the Grantees.

Enabled functionality to direct Nonprofits to the Current Grant Catalog URL, once the new functionality is released.  This will allow users to not have any gaps in functionality.  Users will be able to see which Nonprofits are invited to the Grant Catalog by selecting Add Public Grantees.