General Feedback
You have ideas, and we want to hear them! Share your stories to help us create a product that best fits your needs. The best requests aren’t just the request, but the reason behind the request. So don’t be shy and share your story behind why this would be valuable and how you would use it. Your story has the power to garner votes from other users as well.
We will be responding to the requests on this board to give definitive answers or to get a better understanding of the request. And while we do take our client feedback seriously, we won’t be able to promise all of the requested features will be added to Classy. Separately, if you are interested in participating in product research, we'd love to hear from you.
Additional information about posting an idea
110 results found
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Sound alert when there is a reply in the in-product Classy chat support
We would get a notification sound when there is a reply on the Classy in-product chat feature. I have sat in the chat queue a few times now and it has become my turn and then the person comes and leaves before I even see that they have come to help me. I understand that they can’t sit there and wait for me to come back, but it isn’t really efficient for me to only have my classy chat window open and wait and not be able to do other work while I am waiting for someone to answer me.…
6 votes -
More Unique Permissions
Please enable more granularity within roles & permissions so they are more customizable or separated out a bit more. Today, the permissions still group in too many product functions for some organizations to be compliant with either financial or iT security audits.
[ex] Settings Manager without access to billing would be great!
4 votes -
Admin Activity Log for All Updates Made in Classy and Classy Live
We would love to see a log of all the updates that were created, when, and by who within both Classy and Classy Live. This would provide more visibility within the platform and across our team when updates are made to our Classy account so we can stay on the same page more easily. Our Salesforce account has visible documentation like this, and we love it
3 votes -
Enable granular permissions within apps and account settings.
Enable granular role based permissions for apps & extensions and account settings. The apps and extensions tab should have it's own access and each section in Account settings should have its own permission checkbox.
2 votes -
Add legacy option for Donor Covered Fees
The new Donor Covered Fees (DCF) changes are a step backwards for our organization - and are contributing to a serious discussion about dropping Classy as a partner.
We would like a 'legacy' option - i.e. a way to offer DCF to our donors under the conditions that Classy offered before this latest 'update' (and what was offered when we signed our Classy contract.)
Specifically, our two issues with the new DCF policy:
When a donor opts in to cover fees, that additional x% does NOT appear as part of their donation on the campaign. For example, a donor who…
2 votes -
Adding/Removing Admin made a specific role
Create an admin-specific role for the ability to "Add or Remove Admin". Currently, only All Org Access admins are able to add or remove admins however, would like the ability to make this admin specific.
1 vote -
More options for payout schedule for PayPal
If and when possible, would like the option to receive PayPal payouts on a weekly basis instead of daily so it's easier to reconcile. This is for PayPal Commerce on Classy Pay.
114 votes -
Give option to add multiple bank for payouts other than the one listed in settings
Give option to add multiple bank for payouts other than the one listed in settings
3 votes -
Org Admin Permissions
Would like the ability to have someone not have payment processor permissions but still have permissions to add new organization admins to an account.
3 votes -
Admins receive notification when recurring giving plan is suspended
Admins receive notification when recurring giving plan is suspended
5 votes -
Admin Report Columns - Specific Permission Levels
It would be helpful if the Admin report included specific permission levels for each rather than just a count.
2 votes -
Universal change options for ALL active campaigns
We have over 80 active fundraising campaigns, including crowdfunding and peer to peer pages and templates. We recently went through a rebrand and have all new colors, logo, language, etc. I am having to go through each page and made these many changes. I wish it was possible to make one universal change that would would then move across all pages, maybe in the template duplicated from. Right now, it is very time consuming to update all campaign pages.
2 votes -
Allow Special Characters within the Footer/ Account Settings Phone Number Field
We would like to be able to add special characters to the phone number field within our account settings so that it pulls into the footer with this formatting. We currently need to ask Care to add dashes on the back end.
1 vote -
Add Title Field to Admin Name When Commenting
When we are leaving comments on donations, several donors have reached out asking who the individual is that commented. We'd like to be able to add a "Title" field to the Admin settings so, if we are to comment on a donation, the donor is better informed on who the message is coming from.
2 votes -
Standard Phone Format for Organization Settings/Supporter Contact Section
Change the Phone Number field under the organization's Settings>Supporter Contact section to allow for numbers and dashes/periods/parentheses to be entered. This would enable our organization's phone number to be written/viewed in a standard phone number format. Currently, we can only enter numbers into that field.
9 votes -
Ability to Add Admins to Multiple Connected Accounts at Once
We have to add staff to multiple connected accounts. We would like an option to add a user to more than one account without having to manually go into each account and add one at a time.
2 votes -
Ability to Update BILLING ADDRESS
From the Amin side, have the ability to update/correct the Billing Address for a transaction so that the receipt reflects the correct address.
7 votes -
Sort/Filter Program Designations
We would like to be able to sort/filter program designations - specifically by created date. It would be helpful if a created date column was added as well.
1 vote -
Separate out Apps & Extensions access from Settings Manager role
It would be helpful to have the Settings Manager role limited to account billing information and contact info and a separate role created solely for access to Apps and Extensions (specifically the API). We have many users who need access to account APIs, but should not have access to view or edit the account billing details or contact info.
1 vote -
2 votes
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