Overview
We're starting the new year with exciting improvements to request visibility, filtering, and data exports to make managing and prioritizing needs even easier! Keep reading to find out more about each of these updates.
🔎 Enhanced Request Filtering: New State & City Columns
Affected Roles: Field Team, Implementing Partners, Church Leaders
Previously, a request's state and city details were only available on the Requests tab card view, making it harder to sort and filter requests by location. Now, users can access this information directly in the Requests tab table view for better organization and efficiency.
✅ What’s New?
- State and City columns have been added to the Requests table.
- Users can now filter and sort requests by location for better request management.
📂 Fix for Report & Data Export Errors
Affected Roles: All Users
Recently, a bug caused users to encounter 500 errors when attempting to export and download reports using the email Download button links. A workaround was to copy and paste the direct report link manually—but now, this issue has been resolved!
✅ What’s Fixed?
- The Download Ready email properly opens the requested data reports.
- Users no longer need to copy and paste links to access reports.
🏢 Agency Table Improvements
Affected Roles: Field Team
✅ What’s Updated?
Looking Ahead
These updates are designed to make managing requests, filtering data, and downloading reports smoother and more reliable. If you encounter any issues or have feedback, please let us know—we’re always working to improve the CarePortal experience!
Stay tuned for more updates next month!
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