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Allow limited access to HR Import Data for clients
Give clients access to the table to see how many records are uploaded - the ability to download failure/pass reports, see manual uploads, and update notifications. Do not allow them to change SFTP information, or change the schedule, or upload files.3 Reviewed: Voting Open
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Make visible the photos/images uploaded in the community branding
https://ecolab.yourcause.com/clientsetup#/communitysettings/communitybranding For the upload logos section, we can't see if we have a logo uploaded or not. A screen shot/preview of what each location is showing would be helpful (espec if the logo ...0
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Add the ability to see who/when data feed load type settings are updated
Currently admins with permission to access CSRconnect data feeds have the ability to select the load type that controls what data is included in daily data feed files. Because these settings can be changed at anytime and because this type of chang...0 Reviewed: Voting Open
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Allow Admins to have access to add bulk participants
Currently client admins do not have access to add bulk participants to events.0 Reviewed: Voting Open
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Automatically Remove Users from Roles when they are marked as Inactive
Currently, users are still assigned to roles such as admin or ad hoc reporting whether or not they are active on HR files. It would be great if they were automatically removed from those roles when they are marked as inactive in the HR file rather...1 Reviewed: Voting Open
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Access to CSRconnect Admin panel on mobile
Access to CSRconnect Admin panel on mobile0 Planned
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Giving Campaign - Move Giving Campaign Design Settings to Client Admin Panel from V2
Currently, all the settings including design elements for the Giving Campaign feature are housed in the V2 Admin Panel, but the vast majority of these design elements and settings should be editable by client admins and not limited to just V2 User... -
Add Home Page Total Calculation Option for 12 Month Rolling Payroll to include YTD Processed Recurring if not active
Currently Home Page totals are set to 12 month rolling calculation and include scheduled recurring payroll and processed 1x. We need to add an option to include YTD Processed Recurring Payroll in the total if there is not currently an active recur...0 Reviewed: Voting Open
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System Logs available in Admin Panel
I propose adding a system change long to the admin panel that displays any changes, enablement/disablement along with a time stamp and user name for changes made to setting both in the admin panel and V2 Admin panel. This would help both client ad... -
Include Pledge IDs in MyGiving and Payroll Tab under User Search
The payroll ID should be listed in addition to transaction IDs in MyGiving as well as the Payroll tab when Searching/Viewing Users within the admin panel.