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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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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...0 Reviewed: Voting Open
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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... -
Add Sorting to Match Program Table
Easily sort the table in order to see which match programs have requests that need to be approved - or have a button on the top that says something like "Show Action Needed" to only display match programs that have active requests.2 Reviewed: Voting Open
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Notification to approve events created
I would love some sort of notification when I access the site to see if I have any events that I need to approve as an admin. Maybe a little red dot on my user account area that alerts me to that when I get into the system.0 Reviewed: Voting Open
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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. -
Auto email notification including list of volunteers - event leaders
Would be great to have an option for the event leaders to opt-in to receive an auto email with list of event volunteers and those on a wait list: Every time a volunteer signs up for an event Once a week On a certain date We have an admin employee ...1 Reviewed: Voting Open
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Move management of custom question sets to client admin panel​
Right now custom questions can only be created, edited, and managed by the CSM. Moving custom question management to new client admin panel would allow admins more flexibility and freedom to manage their custom question sets.0 Reviewed: Voting Open
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Chairtable Funding Information - In-Country Processing Support
Currently the all the funding requests presented in CFI are created in the Processing platform. We do not generate in-country invoices in our platform and are not integrated with our partners to accomplish this task. It would be ideal to have an i...