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
3418 results found
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Show 20+ Mappings in Salesforce Classy Custom Field Mapping
The Salesforce Classy Custom Field Mapping page, provide the ability to show 20 or more mappings in the table. 10 is overly restrictive. Also support the ability to see all mappings.
2 votes -
Provide Classy Service Fee and Credit Card Fee in Transaction Report and Classy for Salesforce
Provide the Classy Service Fee and Credit Card Fee as separate fields in the Classy.org transaction reports and on Salesforce opportunity objects via the Classy for Salesforce connector. The two fields are available via Classy.org on the Transaction detail page in the Payment Information section. This information is useful by the Finance department for reconciliation and accounting.
2 votes -
Automatically remove the text "Your receipt will be emailed here." when you turn off the automatic email receipt function
Here at the Pennsylvania Psychological Association we have a Political Action Committee in addition to our foundation. Donations/contributions to a PAC are not tax deductible. So there might be two ideas to deal with this situation. Allow the organization to 1. Personalize the email receipt/thank you email OR 2. remove the text "Your receipt will be emailed here." from the donation page under the email address box. The text can be removed automatically when the receipt function is turned off by the campaign manager.
2 votes -
Ability to edit Fundraiser/Team Sharing Email
The administrator would like to be able to change the default Subject and Email language that is created when a fundraiser/team clicks the email button from their fundraising page. See image attached
1 vote -
Adding Impact Tile
I love the Impact Tiles in the Peer to Peer Page, but would love to have that option for use in other pages as well. We have a registration fee for our event, but have three levels of fundraising and the Impact Tiles look really good and are much more user friendly. I've attached a copy of how I designed it on P2P page, but we can't use it as we have registration fee.
4 votes -
Set progress bar back to $0
For their ongoing campaigns, instead of duplicating the campaign YoY, they would like to be able to reset the thermometer/ progress bar back to $0 on the front end.
3 votes -
Adding Rabbi and Cantor to Prefix/Title Dropdown
Carla from URJ mentioned: Is there any way to add Rabbi and Cantor to the Title drop down? We are finding donors are adding Rabbi to their first name and it is messing up our matching in Salesforce? This is frequent request across Jewish organizations.
1 vote -
Parent / child campaign hierarchy
They focus on their annual fund and would like to be able to have multiple campaigns roll up into their annual fund total goal.
1 vote -
Program designations not searchable when adding an offline gift
If you are entering offline gifts on a campaign page, when choosing a program designation, you can only scroll to find the chapter name. Using the search function does not work. The list only shows 100 if the 125 programs so we cannot properly designate all gifts
1 vote -
Resync of data exceptions from Classy to SF
Resynced transactions do not include original tribute information Tribute piece is lost and use tribute to determine how the funding is handled. requires data to be manually updated tributes are a substantial portion of their donations Client considers this a bug.
1 vote -
Currency is not displayed in Overview Tab when Fundraising Pages are created in different currency than USD
In the Overview Tab the currency is always reflected as USD. This is not updated/ reflected when someone creates their fundraising page in a currency other than USD. In this case the client created a campaign specific to Great British Pounds and fundraisers are creating pages in GBP, EID: 207104
1 vote -
Removing Donation Matching Check Box
If there are companies that have not opted for donation matching, the "would you like your employer to match?" check box on the donation page should not show.
Even if a donor checks the box and the "match" does not go anywhere, it is misleading. There should be a way to have that text/box hidden, unless a company does decides to match donations.
1 vote -
Change Classy Log ClassyApiFetchRequestBatch startBatch to Debug
Change the Classy Log Type for "ClassyApiFetchRequestBatch startBatch" to Debug. This will help keep the Type to something typically expected (Debug, Error, Warning, etc.).
1 vote -
Feature Request - Reports sent to Admins
Automatic reports on donors meeting certain critieria
1 vote -
Feedback - Duplicating Events is Clunky
When duplicating an event, it makes it so you have to change the dates to an incorrect date, then duplicate, then change the dates to the correct date. It's a very clunky process.
1 vote -
Feedback - Featured Media has to be entered when creating campaigns
When you go to create a campaign, it forces you to enter in featured media or hide featured media to continue to the next step. It seems odd to force this in the initial setup.
1 vote -
C4SF Problems
They experienced a problem with supporter records in SF and opened a case with C4SF. They never received a response because our engineering team decided to not fix the issue. They are frustrated the issue is not being fixed and they did not receive communication. (Phil is emailing to provide more information.)
They are getting a bunch of duplicates in their SF account. If I bring a guest but don't have their email address, only their name, it will create a different records for them in SF rather than matching them to an existing record. They are getting a ton…
1 vote -
Feedback - Error Code Messages
We get a ton of error codes for seemingly no reason when we set up campaigns and make edits. Often time there is nothing wrong and if there is, we have no idea what it is. It's a very poor user experience, clunky, and confusing.
1 vote -
International Currency Processing for Events
Our organization solely focuses on Reg with Fund events. We'd love to be able to use the RwF campaign within Classy but because we are UK based and transact in Great British Pounds using ICP, we are not able to utilize this campaign. We'd love for development to build this out so that we can use this tool.
1 vote -
Classy is not really set up for UK organisations
We noticed a couple problems in product that make it seem like Classy is not fully setup for UK organisations. For example:
-In Classy Manager campaign tab, the total raised reflects in pounds, but when you click into the campaign, the overview tab shows the total raised in USD. The problem is that the currencies should be flipped. The GBP total is really a USD total and vice versa. It's very confusing for us. We'd love to have this corrected (ticket submitted with Care) and even better have everything in reporting and our account reflected in GBP.
-On fundraising pages,…1 vote
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