There should be another flag that measures the accumulated amount of recurring donations before matches are released to support companies’ efforts to abide by their policies. For example, an employee makes a pledge of $5 recurring per pay. The min...

At one time, Tableau reports and dashboards could be sent to email at desired frequency.

Currently SFA supports redirects for international processors, but this is not supported for in-country processing clients. These clients would like to see our SFA solution support them rather than the redirects falling directly on the processors ...

Having two lists for all hours makes it confusing for employees who enter their own hours more than signing up for opportunities.

Clients have enjoyed pulling multiple years' worth of data in one legacy AGR, and now are having to build an export for each year

It is confusing to our employees when they are looking for school districts in the Your Cause system. For example Tewksbury Public School District shows up as Tewksbury only. See attachment.

Adding charities to your company's matching list should be available as self-service. This would allow our program to be responsive in a more timely way. Currently our CSM adds them once per week, which means we have quite the turnaround time for ...

Some gift approvals (matching, incentives) require edits to designation (stipulate non-religious designation when giving to religious orgs) - end users cannot edit designation field post-submission.

When creating a volunteer event, it would be very beneficial to have the capacity to add any participants we know are attending during the creation of the event versus waiting until after the event has been approved.

Under 'Volunteer' on the home page, can we change 'Create' to 'Create an Event'? Many colleagues think that's how they should be recording hours instead of looking further down and seeing 'Record Hours"