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User name visible on each page in the portal
It would be beneficial to have the user's name visible in the upper right hand corner on every page inside the portal. This is especially helpful for when impersonating an employee. Prior to the new homepage redesign, it was visible. Now you have ...0 Reviewed: Voting Open
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Engagement Elements (Internal Title for Admin)
On the EE, the title is tied to what shows on the community. I would like to propose the EE's have an "internal" title so that we can have notes for admins to know how we are using the EE. For example, I use both Give and Giving Campaign to separa...0 Reviewed: Voting Open
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Make users name visible on all pages in CSR connect
With the new homepage design, we can only see the users name on the Home page. This can be confusing when impersonating an employee. Please see the attached for more details.2 Reviewed: Voting Open
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Non-hr user access to be given by an admin, allowing them to use SSO (and not basic log in)
We have contractors who are hired to temp support the team during campaigns. They have their own SSO but in order to have access to YC, we'd have to turn basic log in on. The 1 day we had this up, it caused a ton of confusion for employees. We nee...2 Reviewed: Voting Open
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Add Favorite Organization from My Account page or include text that instructs user on how to add Favorite Organization
With the launch of the new homepage, Favorite Organizations are more visible to end user than ever before via widget on the homepage. When a user selects Favorite Organizations from the widget, it takes them to their Favorite Organizations listed ...0 Reviewed: Voting Open
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Allow org search to default to either user or company zip code
When searching for an organization, allow an admin to set the default location to the company zip code or to use the zip code of the user from their HR file0 Reviewed: Voting Open
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Allow for custom email messages by site admin for specified employees for any program
We are looking for an option to send reminder emails to a select group of users about a particular program FROM CSRconnect so that the message is recoreded in the employees' message section. For example, we want to be proactive about reaching out ... -
The giving campaign page has the old home page layout instead of the new home page layout. It would be very helpful for them to match to avoid confusion during campaign periods!
During a campaign, the home page of the portal becomes the campaign page so it seems like the pages should have the same layouts just like they used to have before the home page changed over in 2022. Once the home page layout updated, the pages no...0 Reviewed: Voting Open
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Add in what type of receipt the donor will receive on the charity page
With a global employee base it's very difficult to track what type of tax receipt a user will receive when making donations. We have employees giving across country lines quite often. It would be helpful if employees can see at some point in the p...0 Reviewed: Voting Open
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Abandoned Cart Message
Add a message that pops up 30, 60, and/or 90 days after an incomplete donation has sat in the user's cart that encourages the user to take action on the donation whether that is to complete check out or remove the donation from their cart.