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Improve new opportunity automated email
The automated email that is sent lacks details about the event. The email includes the event title, a hyperlink to the event in CCP, and the date, time, location of the event. Users have to click on the event title hyperlink to see the benefiting ... -
Update meeting invite ability when event time changes
Once an employee signs up it sends the calendar invite, but if the event details, or time, or location changes the meeting invite is static and it does not update. It would be helpful to have a new invite or updated invite sent to registered parti... -
Remove default gradient from banners and allow client focal point customization for all images
Gradient is default in Record Individual Activity, Search Opportunities, Give, Create Volunteer - however, the type of gradient is not consistent (appears right to left or bottom to top depending on the item). There is no customization available o...Reviewed: Voting Open
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Compliance requirements should block automatic approval for incentives, matching, etc.
Current platform configuration allows for Compliance and auto-approval to be enabled in tandem. This presents contradictory messaging to end users. If compliance is not met by an NPO, it would be helpful to have requests (matching, incentives, etc... -
Surface Country-Specific Payment Minimum Thresholds During Donation Checkout
For donations that will be paid via wire transfer, certain countries have minimum payment thresholds that must be met before funds can be distributed. Today, employees are generally unaware of these requirements when making a donation. Enhance the... -
Admins to be emailed, when employees are emailed, about stranded fundes
The Client would like a setting they can turn on, where they can add admin emails to be cc'ed or copied, when an employee is emailed about stranded funds.Reviewed: Voting Open
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Request to enable view-only access and automated reporting for CSR Connect matching bucket charities.
Currently, the ability to generate a report of the charities included in the matching bucket on CSR Connect sits only with the Customer Success/Account Manager. We would like this functionality to be enabled directly for us as clients/admin users.... -
Requesting the option to select either of the two display options for Engagement Elements within Segment
When building an engagement element and then selecting where it shows up in each segment we are given two options: (1) It shows up in Navigation Bar and HOME page, or (2) it doesn't show up at all. There isn't an option to select EITHER then Home ... -
Duplicate/Copy Incentive Programs and Rules
The ability to duplicate incentive programs and rules (to new programs or different programs even) prior to publishing.Reviewed: Voting Open
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Canadian Credit Card integration into Fundraising module
Full Canadian credit card functionality to be built into Fundraising
