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Create a "pay to play" EE
It would be great to have a "pay to play" engagement where employees donation to vote for their favorite item or purchase "tickets". Donations can be either directed to 1-to many charities or stored for the winner to direct to a charity of their c...0 Reviewed: Voting Open
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Update Language on Organization Page from 'Needs Vetting' to 'Request Vetting'
The current vetting flag says 'Needs Vetting', but clicking on it allows the employee to initiate a vetting request. If this flag was updated to say 'Request Vetting', it will indicate to employees that it is meant to be clicked on so they can sta...0 Reviewed: Voting Open
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Ability to mass remove Custom Designations
It would be helpful to be able to remove multiple Custom Designations at once with a multi-select option.0 Reviewed: Voting Open
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Require Organization Contact Name when there is no contact information
Currently users are prompted to add org contact info only when Organization Needs Vetting, would like to make this option or mandatory for all orgs even if vetting is not required.1 Reviewed: Need Further Info
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Have Match Programs as a enablement within Give so that it is segmentable, similar to Campaign Giving
In the Giving Campaign feature, Match programs are segmentable. Would like the same option for Give. This functionality should either work similar to how it is in the Campaign feature but in the CSRadmin panel. There should be a button that says (...0 Reviewed: Voting Open
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Update language in Initiate Vetting Request pop-up to clarify length of time
After a user logs a donation with a non-vetted charity it is helpful that the pop-up to initiate vetting provides some details about the process. Our suggestion is to consider updating this message alerting users that the vetting process can take ...0 Reviewed: Voting Open
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Improve Give custom questionnaire function
Allow conditional questions, mixed question types, more than one expected answer. I.e. make questionnaire like Grants Connect custom forms. -
Distribute funds for Credit Card transactions regardless of funding
For clients that do not pay credit card fees, requesting to have cc funds distributed to nonprofits on a regular monthly cadence regardless of invoice status.0 Planned
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Give to a charity that is not yet vetted and available via CSRc
Use Case: I want to give to a charity that is not yet vetted and available to give to via CSRc. Issue: In the event of a disaster or a special campaign the ability for a client to quickly make a non-vetted charity available to give limits their de...0 Reviewed: Voting Open
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Add additional details when a match request is "Awaiting Approval"
When a match request is in "awaiting approval" status, it isn't fully clear where its exactly at in that process. Specifically for clients who use the "NPO Donation Verification" feature - if the request is still awaiting approval because the NPO ...0 Reviewed: Voting Open