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When reviewing match program requests, provide previous donation history for employee and nonprofit
When an employee submits a match gift and we review as CSR admins, it's tough to know if an employee has submitted more than one of the same request, because we are unable to view the previous donation history without doing an employee search and ...
Created 03 May 11:40 by Guest
Give
2
Reviewed: Voting Open
3
Vote
Add time to event participation reminder email.
When reminder emails go out they do not include the time of the service event, just the location and that the person is signed up. Is there a way to get the time added to those reminder emails?
Created 30 Apr 20:17 by Guest
Volunteer
1
Reviewed: Need Further Info
3
Vote
Ability to copy existing match program from Program interface
It would be convenient to be able to copy singular match programs (or multiple) from the Program page. From there, admins could update date ranges and necessary details.
Created 30 Apr 15:40 by Liz Rush-Smyth
Client Admin Panel
0
Reviewed: Voting Open
3
Vote
Survey feature to save progress and access later to complete
Current survey forms must be completed at one time - there's not an option for an employee to start a form, save their progress and return at a later time to complete their form. They are required to start a new survey. We use the survey option fo...
Created 29 Apr 15:05 by Guest
General Community
0
Reviewed: Voting Open
1
Vote
When users don't select a designation in Give, have it show as None in reports
In our transaction reports, I have noted for years that for the payroll and payroll match designation fields, if the user doesn't choose a designation it shows up as a blank vs. being populated with None. In other programs, like incentives and vol...
Created 21 May 19:50 by Lisa Maloney-Vinz
Reporting
1
Reviewed: Voting Open
2
Vote
Customizable proxy disclaimer for both parent account AND child account
Currently, only 'parent' proxy account sees custom disclaimer within proxy flow. It would be helpful to have the option for an admin-customized proxy disclaimer for both 'parent' account and 'child account.
Created 07 Nov 21:18 by Liz Rush-Smyth
General Community
0
Reviewed: Voting Open
2
Vote
Groups - Links Don't Work in Program Description
During creation of group programs, the description allows for the inclusion of links. Clicking the link, however, only opens the program page, not the linked page.
Created 07 Nov 19:29 by Guest
Groups
0
Reviewed: Voting Open
2
Vote
Allow Employees to Record Board Service for non-NPO entities
We have a number of employees that serve on Boards or in leadership positions for entities that are not classified as 501c3 organizations but we would like to capture how they serve our communities. Can we 'Add Your Own Organization' as part of li...
Created 05 Nov 16:02 by Andrea Borowiecki
Volunteer
0
Reviewed: Voting Open
1
Vote
Add EIN Number to Company added Organization
This will be useful when searching for organizations
Created 19 May 13:22 by Guest
Client Admin Panel
0
Reviewed: Voting Open
2
Vote
Adding an optional File Upload field to recording individual activites
The option to add an optional file upload field when people are recording their efforts would be nice for any photos or confirmation lists for tracking.
Created 31 Oct 13:30 by Guest
Volunteer
0
Reviewed: Voting Open
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