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Individual Activity - Approval/Denial for Incentives
Having option where clients can turn on a review and "approve" option for independent activity recorded by employees. Have these hours be able to be reviewed /approved to count towards any incentive program within the system. A brief example: Golf...
Created 15 Apr 20:58 by Marie Gillespie
Volunteer
0
Reviewed: Voting Open
13
Vote
Allow Employee Emails When Bulk Importing Group Members
The template provided for bulk uploading group members only asks for employee ID, but this type of data can be difficult to collect. Additionally, collecting this data can go against client privacy standards. If the option to upload with employee ...
Created 02 May 16:39 by Rachel Dowd
Groups
0
Reviewed: Voting Open
10
Vote
Add Sorting to Match Program Table
Easily sort the table in order to see which match programs have requests that need to be approved - or have a button on the top that says something like "Show Action Needed" to only display match programs that have active requests.
Created 01 Dec 14:59 by Sarah Anderson
Client Admin Panel
1
Reviewed: Voting Open
11
Vote
Access to list of ED vetted orgs outside the US, their eligibility for giving status and their vetting expiration date
Our account manger use to provide AM Intl file (see attached) so that we were able to work with our in-country employees to find eligible orgs for volunteering and giving. The new vetting report that we don't have access to, only our account manag...
Created 13 Sep 16:33 by Lisa Maloney-Vinz
Reporting
1
Reviewed: Voting Open
4
Vote
Allow admin to choose which match programs show on home screen
When choosing what is shown on the homepage, i'd like to be able to choose which match programs show up for our employees rather than ALL or nothing. Some of our programs are not individual led, and therefor don't make sense to have on an individu...
Created 30 Jan 15:54 by Kelly Bukowski
Client Admin Panel
0
Reviewed: Voting Open
3
Vote
Chairtable Funding Information - In-Country Processing Support
Currently the all the funding requests presented in CFI are created in the Processing platform. We do not generate in-country invoices in our platform and are not integrated with our partners to accomplish this task. It would be ideal to have an i...
Created 10 Apr 20:18 by Steve Kluchin
Client Admin Panel
0
Reviewed: Voting Open
9
Vote
Add Fundraising Tab to Groups landing page (in addition to messages, events, etc.)
Add "Fundraising" Tab to "Groups" landing page (in addition to messages, events, members, etc.). Would be able to link specific fundraisers to a Group page.
Created 18 Jan 15:16 by Liz Rush-Smyth
Groups
1
Reviewed: Voting Open
7
Vote
Move management of custom question sets to client admin panel​
Right now custom questions can only be created, edited, and managed by the CSM. Moving custom question management to new client admin panel would allow admins more flexibility and freedom to manage their custom question sets.
Created 13 Jun 17:02 by Kate Campbell
Client Admin Panel
0
Reviewed: Voting Open
4
Vote
Vote on multiple categories
Currently within the voting EE we can only do one category. The capability to add more than one category and allowing people to vote for each category within one EE would create a better user experience and save corrupted time for admins.
Created 17 Jan 17:16 by Danielle Artz
Client Admin Panel
0
Reviewed: Voting Open
4
Vote
Add Check Cash Date to New AGR
In the legacy All Giving Report - you were able to build a report by check cashed date. That feature is no longer available in the new all giving report. Thrivent uses that report for auditing purposes and would like that added to the new all givi...
Created 17 Jan 15:21 by Jacinda Schneiter
Reporting
4
Reviewed: Voting Open
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