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Data Field Addition to Giving and Pledge Data Source
Requesting to add Employee status Changed Date to Giving and Pledge Datasource in TableauLike it is in Volunteer Participation Datasource.0
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Timing of Post Event Survey for multi week events
Right now one survey is sent after the last date of multi week events, which can be confusing to volunteers who participated in much earlier weeks. We feel it would make more sense for the survey to go out after the persons shift rather than the e...0 Reviewed: Voting Open
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Suggestion for Improved Categorization of Incentives and Cause Cards
Currently, incentives and cause cards are categorized under "Employee Giving" in Impact Edge. However, this creates confusion in our reporting and tracking, as these items are funded through our philanthropic budget rather than employee contributi...0
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Add Categorization field to Board Service
Need to categorizing Board service beyond just "Type" in CSRc. Multiple board service "types" but there is a further categorization needed to identify if this board service is personal vs board service that company leadership has requested the emp...0 Reviewed: Voting Open
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Bring back estimated pledge totals
Not only does it provide transparency for our employees when making their annual campaign pledge, but many prefer to calculate their per pay period amount based on an annual total which they can no longer see automatically calculated in the system...3 Reviewed: Voting Open
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YourCause Wrapped - End of Year Individual Report/Celebration
Similar to "Spotify Wrapped" or Goodreads "Year in Books" - an automated email to users that shares their individual stats (Congratulations, you donated $225 to 3 nonprofits and volunteered 22 hours! You spent most of your time supporting the Plea...8 Reviewed: Voting Open
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Allow for ALL NTEE codes to be reviewed/considered for charity bucket rules
We are having issues where an excluded NTEE code for our programs is not the first one listed and there for the charity bucket rule isn't being applied. It would be great if the process would read all of the NTEE codes.1 Will not implement
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Currency Rate Auto/Bulk Update
Currency rates to auto update or have a bulk update option after created. Currently once a currency rate is created for match, cause card or incentive programs in CSRc, the currency rate will not update unless manually done. It would be great, esp...2 Reviewed: Voting Open
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Ability to move assets from UAT to Production automatically
Ability to move assets from UAT to Production automatically. Things like match programs and match settings0 Planned
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Use Home Address for Donation Receipt if provided
Currently the work address is showing on donation receipts. Would be very helpful for the home address to default on the donation receipt (if provided on HR file) for users that need this for tax purposes.0 Reviewed: Voting Open