We continue to have issues with employees editing payroll (and match) pledges. They go in to adjust the amount or change the designation and it is confusing. More so, the match gets messed up. We communicate wherever we can that the best approach ...

Admin would like to be able to add customized language to the Groups notification emails that go to employees who join or are current members of a group. This would allow them to add instructions on how a group member can manage their notification...

I hope at some point these emails are able to be turned off. When an employee receives an email indicating when the funds were delivered it always brings up questions about why the payments have taken so long when they made or logged a donation an...

The user adding an event to a group should be able to choose whether or not they would like the group members to be alerted that the event was added. In addition, providing confirmation that the email was/wasn't sent would be helpful as well when ...

When an employee is eligible for a Volunteer Grant there is a light blue box on the My Volunteering page that shows. It would be great to include the name of the program as there is room in that section. We are requesting this because the name of ...

It would be great to see a more flexible timeline for stranded funds automation. The two week timeline is very stressful for an organization/employee to communicate with an organization that is actively trying to fix their status in order to allow...

As an admin, I want to configure the text that displays on the "featured" tab on the new Homepage (that displays the names of the engagement elements if clicked). Similar how we have the opportunity to configure the name for the "Incentives page" ...

Add 'Charity State Code' as a filter when creating rules, similar to the ability to filter on charity country. This would allow clients to easily filter in/out charities in specific states as programs require.

At this time, only one attachment can be uploaded in the offline donation cart. This can make it difficult when there are multiple attachments and causes more work on the employee to have to combine into one document to upload.

For CRA reporting purposes, Wells Fargo would like the CSRconnect Product team to consider adding 'Event County Name' to both the Volunteer and Custom Questions data feed. Currently these data feeds contain the 'event_geocoding_county_code' but no...