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Quick button in CSRConnect to Return to Community
A Quick Button on the CSRconnect Admin page to Return to Community would be efficient versus having to do the drop down and then select Return. When navigating in the employee portal, users can click on our logo and return to the Community home or...0 Reviewed: Voting Open
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Ability to create a team event and assign a team lead to receive team grant
We have a lot of operational employees who do not always have a computer easily accessible. It would be great to be able to set up a team event and have the ability to assign a team lead to the event and allow that team lead to receive the team gr... -
VTO Approvals - Duplicate event and custom question information like on Volunteer Grant Requests
The approver needs to be able to see event details as well as custom question answers just like when they are approving volunteer grant requests.0 Reviewed: Voting Open
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Skills - Ability to add custom skills outside of prepopulated skills list
Right now clients can only activate skills based on a prepopulated list of skills in CSRconnect. Client would like the ability to upload additional skills that will help to customize the list.0 Reviewed: Voting Open
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Add volunteer hours and activities to Incentive Transaction report
https://share.vidyard.com/watch/NQdMKfKNoNC3Twjoh9Lc3R? This video will show you how the current Incentive Transaction report is not showing associated volunteer hours nor volunteer events like the volunteer reports do in Vol. We moved our D4D pro...0 Reviewed: Voting Open
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Ability to filter by state for Charity Buckets
We have the information needed to filter by state for organizations within Charity Management, but do not have the functionality to filter by this.0 Reviewed: Voting Open
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When close Action pop up screen in My Giving/Donation Activity, take user back to My Giving and not Home page.
When I close an Action dialog box in My Giving/Donation Activity it takes me back to the Home Page instead of the My Giving page where I started. Please see video for my experience. I thought this was a bug and entered it in Case Central, but appa... -
Donation Activity tab Amount and Match column need more explanation
Users aren't sure what the columns titled AMOUNT and MATCH are referring to related to time frame/totals. Is the AMOUNT per pay period, per month, per year? Please add a hover over ? icon and explain. For instance, I see for Payroll Type the AMOUN... -
Matching YTD dashboard item on My Giving page is confusing
https://share.vidyard.com/watch/dmmVzz2xvXAMjmLPapiVkM? Please see this video for full details. But in short, the Matching YTD dashboard item seems to be pulling volunteer match info and not just giving, which will confuse folks. My recommendation... -
Incentive Rule set up is missing red star to indicate a required field
Incentives rules wouldn’t save and I couldn’t figure out what was missing. Finally, I realized we needed to Manage Amounts. For other required fields, there is a red star next to those fields, but there isn’t for Manage Amounts. Can we please add ...