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Option to schedule changes to pledges for future date
Ability for end users to schedule changes to payroll amounts, schedule future donations0 Planned
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Update view of Featured Organizations in "Search Organizations" page to match new home page view
In the New Home page view you can see the whole name of the organization; however, when you click into the view all (it takes you the Search Organizations page) the organization names are cut off. For orgs like United Way this makes it hard to det...1 Reviewed: Voting Open
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Ability to cancel payroll pledge inactive user
Pledges can appear in payroll compare exceptions file and client confirms they have already stopped payroll deductions, but the pledge is still prompting as exception because it is an active pledge in CSRconnect. On occasion, the pledge to be canc...0 Reviewed: Voting Open
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Add match amount indication on 'in honor of' email
When 'in honor of' email (G012), goes out to a designee when an employee makes a donation, the language does not indicate if there is a match amount attached to the donation. The donor wants the designee to know that their $100 donation is going t...0 Reviewed: Voting Open
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Allow for more than one file upload when verifying a donation / offline match
Request from client: Is it possible to enhance giving to let employees add more than one document as proof of donation when they raise an offline donation matching request on giving? Currently employees are only able to attach one pdf/document her...1 Reviewed: Voting Open
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When searching for organizations to do a donation it would be nice if the search knew where I was located.
When searching for an organization and the employee just types Food Bank, it would be nice if the system knew that I was located in Corning, NY and suggested organizations with the name Food Bank that were in or near Corning, NY.0 Reviewed: Voting Open
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Ability to download charity processor lists, YC/BB and all the third party processors we subscribe to
Being able to download the current list of eligible organizations for the BBGF and the third party processors will help us in research for the myriad of requests we get to find an organization that focuses on such and such in such a such country a...0
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Ability to 'lock' edits/additions to prior year offline giving and individual activity
Medtronic team has found that retroactive edits to offline giving and individual activity can skew historical data. Once numbers are reported/published, they would like to be able to lock the ability to edit and/or add give and volunteer items for... -
Add eligibility dates to charity page for International charities that are vetted
We often manage campaigns with our regional sites and we are unaware if a charity will no longer be eligible. We feel that the information should be transparent on the site as to eligibility of the charity. This will allow us to better time campai...1 Reviewed: Voting Open
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Allow clients to restrict giving to designation, beyond charity level
Clients often wish to restrict giving to a specific fund or arm of an NPO. Ex. funding a school within a church community, but not the church itself. In Custom Designations Page (or Charity Buckets), allowing for give restriction to a specific des...