-
The ability to make changes to existing question sets
This enhancement is multiple fold. 1) Custom questions should be moved to the client admin panel from v2. 2) Adding the ability to make changes to custom question sets without recreating a new custom question set... this includes the ability to ad...Reviewed: Voting Open
-
Gift dates that show UTC should specify UTC time zone
In the UI, gift dates correspond to UTC, which is not used for US tax purposes. Where UTC is indicated, it should be called out (ex. EOY giving)Reviewed: Need Further Info
-
Connect to Case Central Directly from Admin Portal
It would be helpful to be able to directly connect to Case Central from the Admin Portal in CSRconnect. This would allow easy access for reporting of issues or technical questions from a link within the platform we are already working in without h...Reviewed: Voting Open
-
Silent Auction Functionality
I have had multiple clients bring up this functionality as part of their desired or existing programs. This currently requires them to use third party tools including some with competing features to our own (see OneCause for an example). This woul... -
Event Creator data/information tied to Tableau
Ability to have event creator data/information tied to custom reports in Tableau (i.e., event creator work city, event creator department) -
Make incentives tab invisible for employees that currently don't have any incentives available
Right now we have a incentives campaign active for only a few employees, yet all our data base now has the incentive tab available. It really should be tailored, especially if we are looking to use incentives as a hook to return to the platform. -
Share Event Email. - Track as a sign up source
As the ability to share events evolves, measuring the efficacy of sign up from email invitation and shared link grows. Adding as a dimension in reporting would be helpful.Reviewed: Voting Open
-
Revoke Incentives
Would like the option to revoke redeemed incentives that were approved incorrectly. Like you can in Matching GiftsReviewed: Voting Open
-
On the Events Data Feed update the Benefitting Organization field to include names from NPOconnect that the event is associated with. Currently it is only showing AYO.
The events data feed does not currently populate benefitting organization information. The only way to see anything other than charity ID for a charity in events is to connect with the vols data feed. However, we would like to see things like orga...Reviewed: Voting Open
-
Implement an SLA for Data Feeds sFTP File Delivery
My organization uses Data Feeds to pull transactional data from YourCause on a daily basis. This data is loaded into a data warehouse and is used in several PowerBI reports. Currently, there is no specified file delivery time. We request an SLA fo...Will not implement
