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Include "Type", "Category", and other tag information when exporting your individual volunteer activity.
We've created a new "Activity Type" tag as an option when recording individual volunteer activity. We'd like our volunteers who sit on boards and have already recorded that time in CSRconnect to edit their past entries and retroactively add a newl...2 Reviewed: Voting Open
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Mutiple questions per page for surveys
Currently, a survey shows one question per page. Employees are required to answer each question prior to viewing remaining questions. Multiple questions per page flows better as to not have to click "next" after each entry and employees can easily...0 Reviewed: Voting Open
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Add ability to disable, and/or customize, the calendar invitation for volunteer events.
We often instruct volunteers NOT to download the calendar invitation, and encourage organizers to create and send their own calendar invitations because the standard invitation spans a longer date or time range than when volunteers should actually... -
Add Invoice sent date and funding completed date to CFI
Client uses Tungsten to upload our invoices and socialize internally. Request was made to add a column for invoice sent date and funding received date came up in internal conversations as a way that these clients (Coupa too) can follow CFI and kno...0 Reviewed: Voting Open
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List donation date when exporting grants under manage requests in Give
We verify donation date for offline donations and it would save time if it exported here so we didn't have to run the All Giving Report.0 Reviewed: Voting Open
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Ability to sort on columns or make views customizable in Charitable Funding Information
It would be very helpful to be able to sort/filter on a column in the Charitable Funding Information dashboard. It would also be helpful to be able to move columns or be able to customize the view.0 Reviewed: Voting Open
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P2P Fundraisers - Adjust/Extend Active date ranges
P2P Fundraisers can only be active for one year. Currently an user is unable to extend the active date of their fundraiser until the full year passes and the fundraiser moves into an inactive status. Client would like the ability for the user to e...0 Reviewed: Voting Open
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Allow the ability of organizer to add a guest to the waitlist for an event without needing to impersonate them.
When an event is full and someone needs me to sign them up, it is a lot of steps to impersonate them and sign them up on their own account. I wish I could add them on the back end of the event.0 Reviewed: Voting Open
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User name visible on each page in the portal
It would be beneficial to have the user's name visible in the upper right hand corner on every page inside the portal. This is especially helpful for when impersonating an employee. Prior to the new homepage redesign, it was visible. Now you have ... -
It would be great to have the ability as a super user to edit someone's question response for an event from the event page without needing to impersonate them.
We often ask for address to ship virtual supplies, and sometimes the address changes or has a typo so it would be helpful to be able to change it instantly.