REACH Feedback Forum
119 results found
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Sponsorship Creation Date
Add date of initial creation of a sponsorship record
5 votes -
Add an open or recent task list in the Dashboard. You already include Recent Notes, Recent Messages Etc.
Add an open or recent Task List in the Dashboard. You already include Recent Notes, Recent Messages Etc.
1 vote -
Support for Non-english Characters in Sponsor Upload
We have upwards of 50 sponsors we load from a spreadsheet at a time. Many of these names are in Spanish and contain non-English characters such as á, é, etc. Upon upload, Reach drops those characters in the Sponsor profiles. This leads to mispelling of the sponsor's names and needs to be manually corrected.
We would like to ask for support to be added so that non-English characters can be included in the upload spreadsheet and display properly within Reach Admin as well as on our site.
4 votes -
provide links to donor platforms such as Network for Good and Benevity
A number of corporations encourage charitable giving by matching employee donations. These corporations use platforms like Benevity and Network for Good to track and disburse funds. I currently have to manually log these into REACH. A link that allows us to download these transactions into existing donor accounts would be very helpful.
1 vote -
Set up a field for noting when a donation has been acknowledged (snail mail).
We currently note the thank-you letters we have sent in the donation admin notes field, but if there were a specific field for that and we could get a report based on that, we could be much more efficient about this important function. Many of our bigger donors give off-line and we need to tend to them in a personalized way.
2 votes -
Foward emails to donor records
I have used a CRM tool in the past and they had a really nice feature. Forwarding emails (from outside of reach) into the reach donor record. It adds it's to the email address of the donor that found in reach under Activity.
4 votes -
activity tracking
Add system generated/automated email activity to supportes account under the activity tab. ie. failed attempt and pmt confirmation emails.
2 votes -
Provide a New Donor Report for any gift
Donor Management is key to the success of any non-profit and acknowledging first-time donors is important. The report should include ALL new donors to the system: Campaigns, Sponsorships, Projects, Places, any avenue that someone can give to through REACH. The report should also include address, email, and gift amount.
3 votes -
Ability to sort within sponsorship searches
I love that you have added different options for searching through sponsorships, but when I click any of the column titles to sort them alphabetically or numerically all the results return to the search. Can you make it possible to sort by column title within the parameters of the search results?
1 vote -
Add filters and sorting to the Supporter page
When I click on the "Supporter" page, it gives me a list of every supporter without the ability to filter or. I'd like to be able to filter by whether they are disabled or not, country, and payment method (online/offline/legacy). Additionally, it would be great to be able to sort by "last visited" date.
8 votes -
Add date of last gift to Top Donor Report
Reports need flexibility on the field names. At minimum please add date of last gift field to top donor report
5 votes -
Ability to sort Supporters by Zip Code when creating mailing labels
When doing bulk mailing you need to sort by Zip code so without this feature I have do export to an excel and generate my own labels via Word. It would also be nice to be able to filter by Group when creating mailing labels.
2 votes -
Search on Share Type
Add the ability to search on a Share Type associated with a Sponsorship Type
2 votes -
Report Sorting by number
It would be very helpful if the Reach reporting could be sorted by the ID number of the people (i.e. church planter, orphan, etc.) When creating pdf's from the mail merge and reports for ledgers, the ID numbers are not in order and must be hand sorted before being able to be used. This would be a significant help and time saver.
1 vote -
Grant Tracking
Having the option to mark a donation as a grant.
Additionally, being able to generate the appropriate reporting as well.
4 votes -
Conversations: Translate New Text Responses
Under 'Conversations' in Admin
Have a translate button available to translate text responses prior to sending.5 votes -
Merge Information
When merging two files allow admin merging the two files to pick and choose which info should be used in the merged file - list next to each other and have merging person click each piece of info (sponsor name, address, phone, credit card, etc)
10 votesThanks everyone for your feedback. We will look into adding this in the first quarter of 2016.
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Text to Give: Unable to see where codes have been used on disabled campaigns, events, et cetera
We use the text code WATER for various campaigns and events. When a campaign or event has been has been disabled, it no longer shows in the Text to Give Setup table. To reuse the custom text code, I had to enable campaigns to find which the code had been applied to, so that I could change it, thus allowing me to reuse WATER.
It would be nice to be able to see the custom codes that have been used even for disabled campaigns, events, et cetera.
1 vote -
Bulk Edit Offline Accounts
Requesting the capability to mark multiple 'offline' accounts as current instead of editing each account individually. Specifically, this would be great for Soft Sponsorships as we may collect one bulk payment from an organization. Going into hundreds of accounts to mark each account current monthly is time consuming.
0 votes
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