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 ...

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?

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.

When searching for an organization and the employee just types Food Bank, it would be nice if the system knew that I was located in Corning, NY and suggested organizations with the name Food Bank that were in or near Corning, NY.

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...

It would be helpful for the Events tab in Groups to allow for event details such as Zoom meetings and in office gatherings instead of just volunteer events.

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.

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.

Currently, the date range used to calculate donation amounts on the client home page lives in Manage/Master Give in the YC admin panel. This requires a huge manual update effort by CSM's at the beginning of each year and non-calendar updates can b...

Having option where clients can turn on a review and "approve" option for independent activity recorded by employees. Have these hours be able to be reviewed /approved to count towards any incentive program within the system. A brief example: Golf...