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Add Additional Instructions to Error Message Associated with Overlapping Board Memberships
The following language appears when a user is attempting to add a board membership entry that overlaps with an existing board membership entry to the same nonprofit organization: "The date range for this membership overlaps with an existing member...0 Reviewed: Voting Open
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Mutiple questions per page for surveys
Currently, a survey shows one question per page. Employees are required to answer each question prior to viewing remaining questions. Multiple questions per page flows better as to not have to click "next" after each entry and employees can easily...0 Reviewed: Voting Open
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Need a column other than pay periods to be used when enabling "Notify When Employee Pay Period Changes" feature
Client is unable to access Idea Bank at the time. While she appreciates the efforts in creating this new feature to solve for their issue of needing to cancel retiree pledges in a more uniform way, they cannot agree to enable the new " Notify When...0 Reviewed: Voting Open
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Add language to 'Suggest an Org' form noting that NPO set-up emails will cc Requester
RGA has employees who were unaware that they would be cc'ed with Suggest an Org Request. Although cc'ing on NPO email is a helpful action for most end users, some prefer to be anonymous. This language could help prepare end users and give them the...0 Reviewed: Voting Open
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Provide translation support for vetting process
I know you have heard this before, but NGOs where English is not their first language have a VERY hard time completing the vetting requirements. For a company that touts a Global Good network, we would like there to be more support for those NGOs ...0 Reviewed: Voting Open
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SSO Cert Update that can be scheduled for a later date
Every year global client hosts a 2AM CT call with all vendor to make SSO cert updates. This causes a 6 hour downtime for UA as our Client Admin team hours begin at 8AM CT. And every year it coincides with their busy Volunteer campaign month. -
Prevent Users from Entering Incorrect Dates
Currently, if a user enters a date in the right format (MM/DD/YYYY) the system allows it, even if if the year is not logical for them to be entering. If the system did not allow incorrect dates (i.e. no years before 2000), it could ensure users do...0 Reviewed: Voting Open
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Board Renewal Notification
When a colleague uses the board membership feature in their profile to indicate a commitment, there is no system warming to update or renew their date if it is approaching the end of the date they selected. Since they have to select a start and en...0 Reviewed: Voting Open
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Limit Date Range Associated with Board Memberships
To ensure that data does not go stale and represents true lengths of Board Memberships, we would like to ask for the ability to limit the date range that end users enter when adding/editing Board Memberships within CSRconnect. Example: Limiting Bo... -
Request Vetting Configuration Enhancements Requested
Our request vetting configurations live in 2 places: a checkbox in V2 Admin Panel > Manage > Master Give and V2 Panel > Charity Management > Rule & Buckets. Because CSMs inherit settings from past CSMs and these settings live in 2 ...