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Add Ability to Report on Occurrence Capacity within Tableau Reporting
Please consider adding the ability to report on occurrence capacity within Tableau reporting. Currently in Tableau reporting, the event capacity data point does not factor in occurrence capacity. For example one recurring event that occurs 4 times...0 Reviewed: Voting Open
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Add Donation Date and Recorded Date to Match Export
Streamline reporting, eliminate multiple reports to gather full match program/transaction data via match page - particularly for offline matches1 Reviewed: Voting Open
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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.2 Reviewed: Voting Open
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YTD Giving Numbers from recurring payroll donations are not automatically updated on the home page and giving page and should be!.
Giving numbers should be updated automatically just like volunteer numbers are. I have to ask support several times a year to update it and it is very inconvenient1 Reviewed: Voting Open
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Have a pop-up message displayed when an employee writes in an organization when creating an event or logging individual hours that explains that hours associated with a write-in organization will not count towards a Volunteer Grant
Have a pop-up message displayed when an employee writes in an organization when creating an event or logging individual hours that explains that hours associated with a write-in organization will not count towards a Volunteer GrantAdjusting text d... -
Proxy 'Parent' Disclaimer Option
Custom disclaimer language to appear for someone who wants to assign a proxy (parent account). Ex. a warning that states - "by assigning a proxy, that proxy will have access to all their information and that the 'parent' will be responsible for an... -
Ability to search and add events by coordinates vs exact address information
When setting up the location for an activity, it would be great to search location by coordinates. We do not always have an exact address. Sometimes we have a point in the map.0 Reviewed: Voting Open
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Update incentive datafeed logic so inactive employees' incentives show as ineligible
When an employee is removed from the HR file, the incentives they were issued but had not redeemed remain as 'Eligible' on the datafeed. As they are not currently active incentives in the UI, it would make sense for these to move to a 'No longer e...0 Reviewed: Voting Open
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Allow the ability to copy an event that someone else created
We have multiple people putting events into the portal for volunteers and it would be extremely helpful and efficient to allow them to duplicate events that someone else created instead of being limited to copying only events that they created. -
To see someone's volunteer history, you have to impersonate them. It would be great to show their volunteer history with their donation history in the admin panel!
When confirming hours for various reasons, you have to go and impersonate a person in order to see their volunteer history. It would be amazing to have it pull up when you search for them in the admin panel without having to click into their profi...