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As a Community Admin, I want the ability to require that an employee uploads a form to prove their participation when they are applying for a Volunteer Grant.
The ability for the employee to add their volunteer receipt when uploading their volunteer hours.1 Reviewed: Voting Open
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Friends and Family Volunteer Activities
Friends and Family service activities should not show up in the CRA Manager for approval. The bank doesn't receive CRA credit for friends and family activities only bank employees. If the activities can't be redirected a guest distinguisher would ...0 Reviewed: Voting Open
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CRA Manager Tags
Create CRA Manager tags that can be used during the approval process. Here are the following headers CRA Purpose and CD Service Provided. Under the header CRA Purpose are the following focus areas: Affordable Housing, Community Service, Economic D... -
CRA Save Button -Editing CRA Survey Questions
When editing the CRA Survey questions colleagues continuously missing clicking the Save Button. Therefore, the edits or changes are not being saved causing colleagues to make repeated attempts in the system. The Save Button should be made to appea... -
Create tagging system for P2P Fundraisers, similar to volunteering tags.
I am often asked "how many fundraisers were created which benefit [X cause]?" Currently I have to manually review large fundraiser lists, instead of reporting on tags. It would be nice to have configurable tags similar to "Event Type" + "Event Cat...0 Reviewed: Voting Open
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Waiver documents
At this time, when we have a hard copy waiver the process of collecting the waivers is not convenient since we need to get the waivers by email or in person.0 Reviewed: Voting Open
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When someone requests VTO and is declined, there isn't a way to update the status if it changes
We would love the ability to update the status of a VTO request. In our call center environment, VTO requests are declined a lot but sometimes they can change at the last minute if availability for someone to be off the phones opens up. Right now,...0 Reviewed: Voting Open
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Give to a charity that is not yet vetted and available via CSRc
Use Case: I want to give to a charity that is not yet vetted and available to give to via CSRc. Issue: In the event of a disaster or a special campaign the ability for a client to quickly make a non-vetted charity available to give limits their de...0 Reviewed: Voting Open
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Add additional details when a match request is "Awaiting Approval"
When a match request is in "awaiting approval" status, it isn't fully clear where its exactly at in that process. Specifically for clients who use the "NPO Donation Verification" feature - if the request is still awaiting approval because the NPO ...0 Reviewed: Voting Open
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Add time zone options for Cause Card expiration dates
Add time zone options for program and expiration dates to Cause Card setup/management modal0 Reviewed: Voting Open