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Add Internal Fundraiser Link to P2P Fundraiser Summary Report
I'm often asked to share lists of P2P fundraisers which are all aligned to a specific cause or campaign. I often manually add the internal URL to that report so my audience can easily navigate to those fundraisers. I do this by making the Fundrais...0 Reviewed: Voting Open
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Have Match Programs as a enablement within Give so that it is segmentable, similar to Campaign Giving
In the Giving Campaign feature, Match programs are segmentable. Would like the same option for Give. This functionality should either work similar to how it is in the Campaign feature but in the CSRadmin panel. There should be a button that says (...0 Reviewed: Voting Open
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Add field to the standard OptOut report to show an employee's department
We are using the standard report for Opt Out since we are having problems with it in Tableau, but it is missing an important field that we use to distinguish an employee's department. If it could be added to the standard report that would be amazing.0 Reviewed: Voting Open
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Add payment information to new data hub's Incentive Transaction Report
Clients would benefit from not having to run an additional report to find payment information0 Reviewed: Voting Open
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CSM Efficiency - Surveys - Add 'Copy Link' to available functionalities
When creating a survey that does not have triggers it's very difficult to obtain the link to share with the client. Most methodologies require some degree of trickery. Under Manage/Survey Active Surveys Add "Copy Link" to drop down on right side0 Reviewed: Voting Open
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Remove the Board Membership/Manage Membership button when signing up for Vol Event
When our employee vols sign up for an Event, in the section that shows the benefiting organization, the Board Membership/Manage Membership button shows and we get lots of questions about this. Is there a way to uncouple that or turn it off or on o...1 Reviewed: Voting Open
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Schedule Incentives and Cause Cards to send out at future date + time
Add the ability to preschedule a date and time at which Cause Cards or Incentives are issued to employees.2 Reviewed: Voting Open
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Allow for custom email messages by site admin for specified employees for any program
We are looking for an option to send reminder emails to a select group of users about a particular program FROM CSRconnect so that the message is recoreded in the employees' message section. For example, we want to be proactive about reaching out ... -
How to confirm employees privacy responses in Give
Unsure how to verify an employees response to privacy questions. I want to view a report that displays the option that was selected by the employees in the give flow tied to their donation. I want to see these employee preferences for my entire co...0 Reviewed: Voting Open
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The giving campaign page has the old home page layout instead of the new home page layout. It would be very helpful for them to match to avoid confusion during campaign periods!
During a campaign, the home page of the portal becomes the campaign page so it seems like the pages should have the same layouts just like they used to have before the home page changed over in 2022. Once the home page layout updated, the pages no...