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Add/assign a user role to all users
Add or assign a user role to all active users, so that we can pull a report that would indicate what every employee's access level/user role is. The Admin Roles Report in Standard Reports and the Admin_Roles Data Feed provide a list of all users t...
Created 12 Jun 00:11 by Brandon Lagao
Reporting
0
Reviewed: Voting Open
6
Vote
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...
Created 07 May 22:01 by Steve Kluchin
Client Admin Panel
1
Reviewed: Voting Open
5
Vote
Allow "Call to Action" on Engagement Element text configuration to be limited to homepage view
Call to action appears on homepage but also Engagement Element landing page - it would be helpful to have the option to remove text on the EE itself. Ex. "Click here to learn more!" as an action item works well on the homepage, but continues to ap...
Created 04 Jun 15:23 by Liz Rush-Smyth
General Community
0
Reviewed: Voting Open
20
Vote
Admins to be emailed, when employees are emailed, about stranded fundes
The Client would like a setting they can turn on, where they can add admin emails to be cc'ed or copied, when an employee is emailed about stranded funds.
Created 13 Feb 14:30 by Guest
Give
2
Reviewed: Voting Open
5
Vote
Update default check-out flow match language should indicate "employer may match"
Current language in check-out flow indicates "employer WILL match your donation". This should be updated to less certain language. "May" or "can".
Created 03 Jun 14:34 by Liz Rush-Smyth
Give
0
Reviewed: Voting Open
3
Vote
CSRconnect Reporting Enhancements
Suggested Organization Report - It would be helpful if a status of the request was added to this report. Vetting Requests Report - It would be helpful if a column was added to show WHY the vetting application was denied or cancelled for clients ...
Created 04 Aug 17:51 by Ashley Knowles
Reporting
0
Reviewed: Voting Open
6
Vote
Permissions for all group members to add documents, photos or events to the group
Only admins can post pictures or add events and documents to the groups. Group members don’t have this ability. Adding this functionality for anyone in the group would increase interactions within the groups.
Created 24 Apr 16:09 by Danielle Woolsey
Groups
1
Reviewed: Voting Open
2
Vote
Ability to change Event Creator from admin portal
Sometimes events are created by users that have left the company, instead of the upcoming event not being able to be updated, add ability to change the event creator from the admin portal
Created 04 Sep 17:46 by Danielle Woolsey
Volunteer
0
Reviewed: Voting Open
2
Vote
Add location option in the search opportunities main search bar
Internationally searching for all options in a location is easier if they can search by city name. This option will allow multiple areas to narrow the location as needed.
Created 04 Sep 17:44 by Danielle Woolsey
Volunteer
0
Reviewed: Voting Open
16
Vote
Configure Stranded Funds Automation Charity Buckets per Donation Type
Currently with Stranded Funds Automation you can only enable 1 unique charity bucket for all donation types. Please consider adding the ability to configure multiple charity buckets based on donation type for SFA. We currently have our matching gi...
Created 16 May 14:44 by Madison Nowlin
General Community
2
Reviewed: Voting Open
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