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update to new Edit Donation page
For the new updated Edit donations, we had given our CSM feedback when she shared the preview, that the small edit icon would make more sense (better UI), NEXT to the actual field that needs to be updated. Right now it is next to the words, but no...0 Reviewed: Voting Open
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Ability to apply gift designation option(s) across NTEE code
Ex. Custom designation option for all NTEE code = X (religious) NPOs. For any organizations that want to ensure gifts to religious orgs will be applied to non-religious projects/purposes. Product Note Request would be to create a bulk update for c...0 Reviewed: Voting Open
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CA AB 488 | Allow donors to opt out of: In-transit/Deposited Donation Notification (G017)
There has been a lot of feedback from our users about the frequency and necessity of these emails. To answer for that, I would like a way for donors to opt out of receiving these emails. " Written notification is not required when donors affirmati...2 Reviewed: Voting Open
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Enhance Incentives Transaction Report so admin can be confident in sending out reminder emails to redeem
Client is unable to rely on Incentives transaction report to tell her if an incentive is still eligible after a period of time. She wants to rely on this report to send out personal reminders to redeem incentives. For instance, if a person removes...0 Reviewed: Voting Open
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I wish the “Manage" section from the Community page under Volunteer, showed more than 5 events at a time.
It would help not to have to click and click page after page to find an opportunity.0 Reviewed: Voting Open
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Volunteer Gamification & Microactions
It would be great to have volunteer participation/gamification similar to the current giving participation that is available. It would be beneficial to the CSR program to offer incentives and encourage associates to log their volunteer hours in Yo...0 Reviewed: Voting Open
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Create a new parameter Number of Days After Donation IF transaction is in Resubmit Status
Currently, the resubmit status does not allow employees to resubmit their request if the initial deadline has passed. However, some clients would like the deadline to apply to only when the request was initially submitted, and not when the resubmi...0 Reviewed: Voting Open
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Solve for employees without access to work email on phone
Looking for a solution on the following scenario. An employee that works in the plant or field that does not have a computer can access CSRconnect from their phone, however, they do not have access to their work email or SSO on their phone.0 Reviewed: Voting Open
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Allow super users the ability to edit/change General Tags
Right now we have to email support to update tags which seems inconvenient and unnecessary to both parties.0 Reviewed: Voting Open
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Add ability to enter charity admin email when user sees a match request/incentive requires compliance
There are programs that require NPO admins to register/sign on and complete related compliance, which is indicated to the user during the applicable match request/incentive redemption workflow. However, there is nothing to indicate whethere this i...