July 2021: Release 2.65.0

Summary

Release 2.65.0 takes place on July 30th, 2021, 8:30 PM CST - 11:00 PM CST

Contents:

  • An overview of the HR Import Workday Integration

  • Enhancements to Transparent Giving for credit card donations

  • An introduction to the new Charity Vetting Status Report

  • Announcement of the program name now listed on Volunteer Grant Requests

  • An Angular upgrade announcement

HR Import Workday Integration

Use the new CSRconnect HR Workday Integration to enable Workday as your data source when you import employee information into your CSRconnect HR file.

Integration highlights:

  • Eliminates file maintenance

  • API-driven

  • Updates nightly

  • Clients with applicable permissions can test, configure, and automate the file in the Client Admin Panel

For more information, r eview the Workday Integration document . If you are interested in taking advantage of this integration, c ontact your Customer Success Manager (CSM) to see if you meet the client candidacy criteria .

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Transparent Giving

For clients not covering credit card fees in their CSRconnect communities, we're providing additional clarity and transparency within the donor checkout experience.

When indicating their donation amount, donors now see the fee calculation and related details. After completing their transaction, donors can view the full donation amount along with the amount contributed to their chosen charity in their Donation Summary Export.

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Reporting

Charity Vetting Status Report

We offer vetting services to support global giving programs.

A new Data Hub report, the Charity Vetting Status Report, enables you to gather global charity vetting information. This report lists the nonprofits with Vetting Expiration Dates for in NPOconnect.

Report highlights:

  • View Giving and Volunteering participation metrics for charities listed in the report

  • View nonprofits that have a Vetting Expiration Date in NPOconnect

  • View expired nonprofits that our in-country partners had previously vetted

For more information, see Charity Vetting Status Report .

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Client Admin Panel

Program Name Listed on Volunteer Grant Requests

To help support the review process, the Manage Request panel now includes the Grant Program Name . Viewing the program name can trigger different review criteria.

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Angular Upgrade

The Client Admin Panel uses a newer, more secure version of Angular. You may see some minor visual updates, but this is primarily a "behind the scenes" update.

Upcoming CSRconnect Enhancements

Product Innovation highlights coming in 2021:

GENERAL COMMUNITY

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GIVE

Select a default currency for Engagement Enhancements, Giving Campaigns, and Peer to Peer Fundraising totals and goals

INCENTIVES

  • Automatically trigger eligibility by email

  • Revoke an incentive

VOLUNTEER

  • Incorporate project hours with CRA (Community Reinvestment Act)

  • Geocode a nonprofit organization's (NPO) location

REPORTING

  • Data Hub: New All Giving Report (AGR)

  • Add local currency columns to applicable standard reports

  • Add fee information for new pricing models