Client Admin Access to Inclusion/Exclusion Lists

This is a common request from client admins and a small but time consuming task for the CSM. I would like for client admins to be able to add orgs to an inclusion and exclusion list for each charity bucket. Similar to how they have access to custom designations.

  • Sarah Anderson
  • Dec 12 2022
  • Reviewed: Voting Open
Client Admin Panel
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  • Shae Tetterton commented
    07 Jan 12:30

    Completely agree. London Stock would love this as they have a KYC team that often comes back with charities they want to exclude and they are considering a custom inclusion list to limit matching gifts. I would only ask that, if you move this into the admin panel, that you make it an easy add with an org search versus using the traditional upload that requires exact charity id knowledge.

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  • Guest commented
    December 13, 2022 15:14

    This would be a huge time saver for CSM's and bonus for clients who want to be able to react to situations. It could even open doors for more personalized internal responses for the company. That said, it really has to be designed well for it to work.

    It would need to be a flow similar to manual incentives, maybe.

    • Add your list or charity

    • Tag in a Rule

    • Add to or create new bucket

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