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 newly-created "Activity Type" tag. The feedback we'v received is that 1) The export does not include a list of tags already selected for individual activity, and 2) there is no option to edit the title or tags for individual entries. (The volunteer must delete and re-create a new entry.)
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Mike Flatt
- Mar 14 2023
- Reviewed: Voting Open
| Client Name | Accenture |
| Employee Name | Mike Flatt |
Related ideas
Thak you, Chris! Scenario #2 is the intended suggestion. We've asked our executives and their supports to review older "individual activity" entries and update as needed. With the current functionality, they can neither see the tags nor make edits to their activities.
Hey Mike, thank you for your submission. If you are referring to tags/types/categories being included in standard reporting, the individual activity report already includes these fields which can be pulled across your entire community. If you are referring to the individual activity section of an individual's my volunteering profile, the export summary that is included is intended to be a high-level report for that individual. It only contains a small amount of information to provide a general summary for that individual (activity name, organization, date, and hours).
For 2) this is an enhancement that our product team will consider as the edit functionality should allow for someone to edit their tags/types/categories as long as that individual activity isn't locked/tied to a volunteer grant/incentive/cause card.