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Client Admin Access to Inclusion/Exclusion Lists
This is a common request from client admins and a small but time consuming task for the CSM. I would like for client admins to be able to add orgs to an inclusion and exclusion list for each charity bucket. Similar to how they have access to custo...1 Reviewed: Voting Open
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Use an HR file column instead of residence capture pop up to satisfy requirements of CA AB 488
A good number of customers already send some sort of information about employee residence, they should be able to designate an HR column to indicate this information rather than putting the extra pop up for their end users. -
Include Payroll Pledge Cancellation Date in Payroll User Section and MyGiving for Cancelled Pled
Please include Pledge Cancellation date in an easily located identifier within the User Search Payroll Section and MyGiving sections.0 Reviewed: Voting Open
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"Featured" Tab on Homepage
As an admin, I want to configure the text that displays on the "featured" tab on the new Homepage (that displays the names of the engagement elements if clicked). Similar how we have the opportunity to configure the name for the "Incentives page" ...1 Reviewed: Voting Open
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Bulk Upload Custom Designations for a Nonprofit
It would be great to be able to upload a list of custom designations from excel, so that we can easily add a large number of designations at a time. We upload custom designations every year for the United Way campaign and have to delete all the ex...0 Reviewed: Voting Open
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Ability to Search Engagement Elements in EE Designer by EE ID
Currently in the Engagement Element designer, you can only search by EE name/title. For communities that heavily use EEs and have multiple admins working on EEs, it can sometimes be difficult to remember the naming convention of an EE which makes ...0 Reviewed: Voting Open
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Board Tracking: Ability to "Add Your own Organization"
Approximately half of the board memberships we'd like to track are non-501c3 (schools/civil boards etc.), which are not available in CSRconnect. Because of this we track boards outside of CSRconnect and ask some board members to also track through...1 Reviewed: Voting Open
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Add ability for admin to name file in File Upload tool
The file upload tool in new client admin panel uploads files that open with a random numerical file name. Admins should be able to name the file so that when it is opened it opens under the admin selected file. See screenshot of current file namin... -
Client Admin view only access in NPOconnect for most areas
If I am in CSRconnect and I want to know more info about an org, my first tendency is to go to NPOconnect, but then I realize, I can’t see all the info there. So then I have to log into GC, pretend to start and application, search for the org, cli...0 Reviewed: Voting Open
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CSR URL updates
Update CSR to allow people with appropriate permissions to update client URLs more easily.0 Reviewed: Voting Open