-
Enable more than one year of reporting in new data hub's All Giving Report
Clients have enjoyed pulling multiple years' worth of data in one legacy AGR, and now are having to build an export for each year1 Will not implement
-
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
-
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...0 Reviewed: Voting Open
-
Ability to customize name of Widgets in New Home Page
The ability to customize the names of the widgets in the new home page would be helpful. Different organizations may have different language used for certain programs. Specific ask from client: Match Caps - ability to customize name or change to s...0 Reviewed: Voting Open
-
FAQs in CSRc should be configured similarly to new GC Program Guidelines configuration
GrantsConnect's Program Guidelines allows clients to easily add their guidelines via text and/or link multiple documents in a clean flyout, updating the CSRconnect FAQs feature to work similarly would provide a better experience for clients updati... -
Machine Translations
We have the capability to machine translate GrantsConnect forms, and I think we should use that same technology to offer machine translations in CSRconnect for customer custom text.0 Reviewed: Voting Open
-
Don't allow Incentives eligibility to pop up until after the date the activity occurs
Is there a way to not allow incentive eligibility to appear until after the date of participation has happened. For example, I just went in and added my Board Service hours for all of 2024. And my incentive was unlocked even though none of those d...0 Reviewed: Voting Open
-
CRA - Toggle for Set up in V2 Admin portal
Setting up CRA for a client is challenging. All functions of CRA should be available to all CRA clients. Having a toggle on the V2 admin portal that surfaced all CRA set up options would clarify what's currently available. Or even just a CRA speci...0 Reviewed: Voting Open
-
Option for pre-set gift amounts in Fundraising module
Multiple clients have expressed a desire to set a fundraiser giving amount - for instance $10 gifts only. This is helpful for pass the hat style fundraising, moving from in-office to digital.0 Reviewed: Voting Open
-
Re Occurring or monthly Donation option in giving
Many employees make re occurring donations or monthly donations to nonprofits. We have received several requests to have this be an option on the site so the match is also automatically applied. Right now anyone that makes re occurring monthly don...0 Reviewed: Voting Open