Charity Custom Designations

Customize the designations available for a specific charity so employees can direct their donations to the causes that matter most within that organization.

Your role must include the Can Manage Custom Designations permission.

1. From the CSRconnect Admin Portal, Community setup, select Community, Custom Designations.

2. To edit an existing custom designation, hover over the Options icon for that charity and select Edit.

3. To create a new custom designation, select Add Charity.

4. Use the search fields to find and select the charity.

5. Customize the designation options for this charity:

   1. Enable or disable the default designations.

   2. Select Add Custom Designation to create a new designation. Enter your custom designation text, then select Apply.

   3. Drag and drop your custom designations using the drag icon to change their order.

      Note: When employees select a designation, your custom designations appear between General Support and the default designations.

6. Select Save.