Show full group membership for members (hover tooltip + optional member profile)
In Members → search by name, we only see the first few groups someone belongs to. There’s no way to view the full group list without downloading an export. Feature request Option A (quick win): Add a hover tooltip on the +X indicator Tooltip shows the full list of groups the member belongs to Option B (bigger enhancement): Click a member name to open a member profile view Profile shows: List of group/s the user is a member of Current and/or former roles (ex: co-chair) Why this matters Faster admin workflow (no exports just to check group membership) Helps understand member participation + leadership at a glance

Kate Martinez 16 days ago
💡 Feature Request
Show full group membership for members (hover tooltip + optional member profile)
In Members → search by name, we only see the first few groups someone belongs to. There’s no way to view the full group list without downloading an export. Feature request Option A (quick win): Add a hover tooltip on the +X indicator Tooltip shows the full list of groups the member belongs to Option B (bigger enhancement): Click a member name to open a member profile view Profile shows: List of group/s the user is a member of Current and/or former roles (ex: co-chair) Why this matters Faster admin workflow (no exports just to check group membership) Helps understand member participation + leadership at a glance

Kate Martinez 16 days ago
💡 Feature Request
Reporting Enhancements Request: Expanded Data Fields Across Membership, Goals, Events & Budget
This is a request submitted to include additional reporting fields across multiple modules to improve analytics, accuracy of impact measurement, and financial tracking. These updates will support our BRG leads, Finance partners, and Executive sponsors by providing a more complete view of engagement, budgeting, and success metrics. Membership Report Enhancements Requested Additions: Employee ID in the monthly membership export Reasoning: This supports accurate reconciliation with HR data, reduces manual searches, and improves records tracking. Goals Report Enhancements Requested Additions: Goal Status Goals linked to each event Reasoning: This a better report on how events align with defined organizational/BRG goals and provides clearer visibility into progress and outcomes. Event Report Enhancements Requested Additions: Check-In QR Code Usage (Yes/No) Survey Responses Usage (Yes/No) Event NPS Co-host(s) Event Status (including Cancelled) Reasoning: These fields will allow users to analyze event execution patterns, measure impact, track collaboration, and understand engagement beyond attendance numbers. Budget Report Enhancements Requested Additions: Budget Status Budget Remaining Total Budget per BRG Reasoning: These additions will offer ERG and Finance leads clearer financial oversight, enable easier reconciliation, and provide better forecasting and transparency across teams. These enhancements would significantly improve: Strategic reporting & impact storytelling Cross-team financial transparency Accurate reconciliation with HR and accounting systems Event quality measurement (beyond attendance) Goal alignment tracking at both event and program levels The summarized benefit: less manual cleanup, less guesswork, and more actionable insight in every export.

Kate Martinez About 2 months ago
💡 Feature Request
Reporting Enhancements Request: Expanded Data Fields Across Membership, Goals, Events & Budget
This is a request submitted to include additional reporting fields across multiple modules to improve analytics, accuracy of impact measurement, and financial tracking. These updates will support our BRG leads, Finance partners, and Executive sponsors by providing a more complete view of engagement, budgeting, and success metrics. Membership Report Enhancements Requested Additions: Employee ID in the monthly membership export Reasoning: This supports accurate reconciliation with HR data, reduces manual searches, and improves records tracking. Goals Report Enhancements Requested Additions: Goal Status Goals linked to each event Reasoning: This a better report on how events align with defined organizational/BRG goals and provides clearer visibility into progress and outcomes. Event Report Enhancements Requested Additions: Check-In QR Code Usage (Yes/No) Survey Responses Usage (Yes/No) Event NPS Co-host(s) Event Status (including Cancelled) Reasoning: These fields will allow users to analyze event execution patterns, measure impact, track collaboration, and understand engagement beyond attendance numbers. Budget Report Enhancements Requested Additions: Budget Status Budget Remaining Total Budget per BRG Reasoning: These additions will offer ERG and Finance leads clearer financial oversight, enable easier reconciliation, and provide better forecasting and transparency across teams. These enhancements would significantly improve: Strategic reporting & impact storytelling Cross-team financial transparency Accurate reconciliation with HR and accounting systems Event quality measurement (beyond attendance) Goal alignment tracking at both event and program levels The summarized benefit: less manual cleanup, less guesswork, and more actionable insight in every export.

Kate Martinez About 2 months ago
💡 Feature Request
Add Receipt Management Improvements in Budget
When managing budget line items that include multiple receipts, users often need to update or replace a previously uploaded file (for example, when a new version includes tip or service fees). Currently, there’s no way to delete or replace an uploaded receipt, which can cause confusion or data clutter if the wrong file is attached. Feature Suggestions Add “Delete/Replace Receipt” Option Allow users to remove a previously uploaded receipt if it’s incorrect or outdated. Improve Receipt Name Visibility in the UI Receipt names currently truncate after ~10 characters, making it difficult to distinguish between similar items. Suggested improvements: Display full filenames on hover. Allow smaller text to show more characters.

Kate Martinez 3 months ago
💡 Feature Request
Add Receipt Management Improvements in Budget
When managing budget line items that include multiple receipts, users often need to update or replace a previously uploaded file (for example, when a new version includes tip or service fees). Currently, there’s no way to delete or replace an uploaded receipt, which can cause confusion or data clutter if the wrong file is attached. Feature Suggestions Add “Delete/Replace Receipt” Option Allow users to remove a previously uploaded receipt if it’s incorrect or outdated. Improve Receipt Name Visibility in the UI Receipt names currently truncate after ~10 characters, making it difficult to distinguish between similar items. Suggested improvements: Display full filenames on hover. Allow smaller text to show more characters.

Kate Martinez 3 months ago
💡 Feature Request
Add a column on 'Planned Spend' in the budget view
Currently, the Budget view table only displays actual spend amounts. When planning budgets prior to having actuals, it’s difficult to see the full picture without clicking into each individual expense.

Kate Martinez 4 months ago
💡 Feature Request
Add a column on 'Planned Spend' in the budget view
Currently, the Budget view table only displays actual spend amounts. When planning budgets prior to having actuals, it’s difficult to see the full picture without clicking into each individual expense.

Kate Martinez 4 months ago
💡 Feature Request
More options to personalize homepage
Ability to create headers and sections in the homepage Enhance ERG page with additional formatting and sections.

Kate Martinez 4 months ago
💡 Feature Request
More options to personalize homepage
Ability to create headers and sections in the homepage Enhance ERG page with additional formatting and sections.

Kate Martinez 4 months ago
💡 Feature Request
Ability to preview documents uploaded in Resources
Currently, documents uploaded in Resources are automatically downloaded when clicked. Is there a way the document can be previewed inside the app without having to download them?

Kate Martinez 4 months ago
💡 Feature Request
Ability to preview documents uploaded in Resources
Currently, documents uploaded in Resources are automatically downloaded when clicked. Is there a way the document can be previewed inside the app without having to download them?

Kate Martinez 4 months ago
💡 Feature Request
Add templates to budget request format
Templates to be used to submit budget requests in order to standardize the process and minimize routing.

Kate Martinez 5 months ago
💡 Feature Request
Add templates to budget request format
Templates to be used to submit budget requests in order to standardize the process and minimize routing.

Kate Martinez 5 months ago
💡 Feature Request
Add more statuses for budget request process
Improve the budget approval process by adding more status request options.

Kate Martinez 5 months ago
💡 Feature Request
Add more statuses for budget request process
Improve the budget approval process by adding more status request options.

Kate Martinez 5 months ago
💡 Feature Request
Fix banner resizing on Group Page
Banners on the group page currently change size depending on the browser window size. This causes inconsistent layouts and affects the creative direction of the company.

Kate Martinez 5 months ago
💡 Feature Request
Fix banner resizing on Group Page
Banners on the group page currently change size depending on the browser window size. This causes inconsistent layouts and affects the creative direction of the company.

Kate Martinez 5 months ago
💡 Feature Request
Remove Executive Sponsors emails from the list of senders in welcome emails
Can Executive Sponsors's emails be removed from the dropdown menu as senders in creating welcome emails?

Kate Martinez 5 months ago
💡 Feature Request
Remove Executive Sponsors emails from the list of senders in welcome emails
Can Executive Sponsors's emails be removed from the dropdown menu as senders in creating welcome emails?

Kate Martinez 5 months ago
💡 Feature Request
Allow use of Group names as senders for Welcome emails
Currently, welcome emails can only be sent using individual lead’s names as the sender. Can an option be added to show the group’s name instead?

Kate Martinez 5 months ago
💡 Feature Request
Allow use of Group names as senders for Welcome emails
Currently, welcome emails can only be sent using individual lead’s names as the sender. Can an option be added to show the group’s name instead?

Kate Martinez 5 months ago
💡 Feature Request
Filter invitees by location
Add a filter to the event creation settings where a lead can choose invitees based on their locations.

Kate Martinez 6 months ago
💡 Feature Request
Filter invitees by location
Add a filter to the event creation settings where a lead can choose invitees based on their locations.

Kate Martinez 6 months ago
💡 Feature Request
Adding an event via the QR Code
Is it possible for a user to add an event via the QR code without needing the mobile device to be signed in to the user's account?

Kate Martinez 6 months ago
💡 Feature Request
Adding an event via the QR Code
Is it possible for a user to add an event via the QR code without needing the mobile device to be signed in to the user's account?

Kate Martinez 6 months ago
💡 Feature Request
Expense Categories
Customizable expense categories would be great. Currently they are fixed and include items our ERGs aren’t allowed to or would never expense.

Sam 9 months ago
Budget
💡 Feature Request
Expense Categories
Customizable expense categories would be great. Currently they are fixed and include items our ERGs aren’t allowed to or would never expense.

Sam 9 months ago
Budget
💡 Feature Request
Slack/Teams engagement reporting
This would allow a user to track engagement within a report in a Slack or Teams channel for a group. It would capture: # of times the channel has been opened # of messages sent # of comments # of reactions

Kate Martinez 9 months ago
Integrations
New Feature
Slack/Teams engagement reporting
This would allow a user to track engagement within a report in a Slack or Teams channel for a group. It would capture: # of times the channel has been opened # of messages sent # of comments # of reactions

Kate Martinez 9 months ago
Integrations
New Feature
Auto-add new members to Teams or Slack channel
Automatically add a new member of a Group to the Group’s Teams channel.

Kate Martinez 9 months ago
Integrations
New Feature
Auto-add new members to Teams or Slack channel
Automatically add a new member of a Group to the Group’s Teams channel.

Kate Martinez 9 months ago
Integrations
New Feature
Teams notifications
Send Teams notifications for things that happen in Chezie. This would include: Event and budget approval notices New reports New members

Kate Martinez 9 months ago
Integrations
New Feature
Teams notifications
Send Teams notifications for things that happen in Chezie. This would include: Event and budget approval notices New reports New members

Kate Martinez 9 months ago
Integrations
New Feature