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To be able to move an EE from UAT to PROD
It is great to be able to create an EE in UAT, but would be even more awesome if we could move it directly to PROD. That way we wouldn't have to recreate it in PROD as well. Thanks!0 Reviewed: Voting Open
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The new CFID (Charitable Funding Information Dashboard) tool doesn’t confirm when something has been uploaded to Tungsten but we would like it to
When we touch base with our customer success manager and she says we are behind on payment our first thought is that your team has not followed our process and loaded the invoice to Tungsten. If we had a way to easily confirm without pinging our A...0 Reviewed: Voting Open
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Make 'Company Added Organizations' Title Customizable
The 'Company Added Organizations' feature is hard-coded, but allowing it to be customizable could make it more intuitive to clients. For example, allowing the name to be edited to 'Pro Bono Organizations' would better clarify what the organization...0 Reviewed: Voting Open
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Migrate Voting Engagement to EE designer
Currently the voting engagement is the only one we can't create within the EE designer. The voting engagement itself has a lot of bugs and hiccups when using it. Due to that it took me 3 hours to load 15 voting cards. There are also little things ... -
Distinguish 'Funding' and 'Disbursed' in 'Status' column of Charitable Funding Information
It would be great if the 'status' column would change from 'funded' to 'disbursed' when funds are disbursed. Currently it stays saying 'funded' even when disbursed and it took some time to find disbursed information to the right.0 Reviewed: Voting Open
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Make months more clear in Charitable Funding Information
I mis-read the CFID columns and thought that the 'Month' in the first column is the processing month (i.e., (12) would indicate matches/grants from the month of December). This resulted in reaching out to my CSM and a ticket to the proc team befor... -
Voting EE: Edit color of counter in top header
Add the ability to choose the text color of the vote counter in the header of the EE.1 Reviewed: Voting Open
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Add Credit Card Fees to the Charitable Funding Information Page
In the CSRc Admin panel, there is now the ability to review charitable funding information. Credit Card fees should be added as a column, as it is part of the total funding amount and the invoice. -
CSM Efficiency - Configure Totals & Projections Move to CSRadmin panel
Currently, the date range used to calculate donation amounts on the client home page lives in Manage/Master Give in the YC admin panel. This requires a huge manual update effort by CSM's at the beginning of each year and non-calendar updates can b...0 Reviewed: Voting Open
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Allow other currencies on campaign tracker within insights dashboard
Would be great for international clients using other currencies to use this feature. Right now, it only shows in USD so is useless and adhoc reports have to be created.0 Reviewed: Voting Open