Currently the credit card fees are not covered by our company and are taken out of the total donation. Suggest you add an easier option (click box or other way) a user can click to ensure their full intended donation amount (ex: $1000) reaches the...

At this time, the SFA will only allow funds to be redirected to another eligible charity within the same processor. However, when searching for a new organization, we don't have the ability to search/filter by processor. This makes searching for a...

Need a report that can query against employee match caps to identify which employees have not yet taken advantage of their entire match cap amount. Increase engagement by identifying employees to do outreach to ahead of EOY or give initiatives to ...

Allow for NPO Events feed to adhere to volunteer charity bucket - this module not filtering out restricted NPOs creates a dynamic where many communities cannot utilize this functionality (as it would put them at risk)

Enable the functionality for NPOs and charities to sign up for events created in CSRconnect by a corporate in the same way that staff register to participate in volunteering. This would help facilitate events that benefit multiple NPOs, and help u...

We are having issues where an excluded NTEE code for our programs is not the first one listed and there for the charity bucket rule isn't being applied. It would be great if the process would read all of the NTEE codes.

Currently you can only save a draft version of a new engagement element. We would like to have the ability to save a draft when updating an existing engagement element.

At one time, Tableau reports and dashboards could be sent to email at desired frequency.

Some of our matching gifts criteria is based on the charity's NTEE code, specifically for health-related charities. Currently the monthly transaction report does not include the charity's NTEE code, so when we conduct our review we've had to creat...

We have 2 recommended enhancements: Currently all types of recurring credit card donations (weekly, monthly, semi-annually, annually) appear, with no option for admins to limit the recurring options to whatever cadence our company prefers. We on...