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Make Questionnaire Answers Visible on the Manage Request Panel
When managing matching gift requests you currently must click 'View Questionnaire Answers' in order to see all questionnaire information and responses. The idea here is to make this functionality like it was with Legacy Admin matching gifts where ...0 Reviewed: Voting Open
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Reports currently have a field called "County" but it doesn't populate. We would like to be able to sort reports by County.
The adhoc reporting functionality is extraordinary and we would love to break down our reporting further by using counties. We only operate in one state so we do focus on one county at a time when we expand, and this would be very helpful to see. ...0 Reviewed: Voting Open
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The new in transit emails for giving campaign donations need to be able to be turned off
We have 8 nonprofits in our campaign and everyone gets an email for every single donation they have set up, every month. They are being bombarded by emails from the site already since they cannot be turned off and it is really a pain point for our... -
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...