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The ability to make changes to existing question sets
This enhancement is multiple fold. 1) Custom questions should be moved to the client admin panel from v2. 2) Adding the ability to make changes to custom question sets without recreating a new custom question set... this includes the ability to ad...0 Reviewed: Voting Open
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Expand time frame for Insight Hub - unique logins
I am unable to provide accurate usage reporting after June of each year as the insight hub only allows viewing unique logins for the last 180 days and there’s no option for YTD! . This results in my reporting metrics to our executive leadership wi...0 Planned
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To see someone's volunteer history, you have to impersonate them. It would be great to show their volunteer history with their donation history in the admin panel!
When confirming hours for various reasons, you have to go and impersonate a person in order to see their volunteer history. It would be amazing to have it pull up when you search for them in the admin panel without having to click into their profi...0 Reviewed: Voting Open
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Make "Standard Reports" appear to all super admins on the platform.
This functionality would be beneficial for training new employees on utilizing reports, access for team members to reports you've ran and what parameters, avoiding double work.1 Reviewed: Need Further Info
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Allow Non-HR Users to be Bulk Imported
Currently, it can be difficult to add a large group of users that the client may want to include in their program but may not have on their HR file (retirees, contractors, board members, etc). The easiest way to solve for this would be to have a w...0 Reviewed: Voting Open
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Allow Admins to have access to add bulk participants
Currently client admins do not have access to add bulk participants to events.0 Reviewed: Voting Open
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Allow limited access to HR Import Data for clients
Give clients access to the table to see how many records are uploaded - the ability to download failure/pass reports, see manual uploads, and update notifications. Do not allow them to change SFTP information, or change the schedule, or upload files.3 Reviewed: Voting Open
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Giving Campaign - Move Giving Campaign Design Settings to Client Admin Panel from V2
Currently, all the settings including design elements for the Giving Campaign feature are housed in the V2 Admin Panel, but the vast majority of these design elements and settings should be editable by client admins and not limited to just V2 User... -
Customized CSRconnect emails
It would be nice to customize CSRconnect Give and Volunteer emails like we can in Grants Connect to make language specific to our programs.2 Reviewed: Voting Open
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Add Home Page Total Calculation Option for 12 Month Rolling Payroll to include YTD Processed Recurring if not active
Currently Home Page totals are set to 12 month rolling calculation and include scheduled recurring payroll and processed 1x. We need to add an option to include YTD Processed Recurring Payroll in the total if there is not currently an active recur...0 Reviewed: Voting Open