REACH Feedback Forum
133 results found
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Ability to create Supporter types
It would be helpful to have the ability to create different supporter types for individuals, organizations, etc.
Having Sponsorship Types is extremely helpful. Supporter types is equally important to our organization.
4 votes -
Notification emails for new recurring donations
I would like for Reach to have the option to send notifications to admin users when a donor signs up for a new recurring donation, similar to how we can get email notifications when a donor signs up for a new sponsorship.
8 votes -
Transfer sponsorships
When a child leaves the mission, i have to cancel that sponsorship and set the supporter up under a new sponsorship from scratch. It would be great to be able to transfer the sponsorship seamlessly without having to re-enter their payment information again.
5 votes -
Add ability to 'Task' Conversations.
Add the ability to 'Task' Conversations via the drop down menu on the main page. This will allow us to assign accountability for messages. For example, if we receive 40 messages for 4 countries in a day - we can task messages to a specific admin to process. RD
2 votes -
Support additional file types for attachments in Conversations.
Specifically heic file types for mac users. RD
2 votes -
Create a Conversations Outbox
Create an Outbox. Sent messages appear in the sponsor's inbox and they have the option to reply to themselves. This is confusing to sponsors. Sent messages should be stored in an outbox instead of an inbox. RD
2 votes -
Include "External Reference ID" in Sponsors report.
When pulling a "Sponsors" report, have an option to include their child's External Reference ID.
4 votes -
Sum the totals in the default widget Sponsorship Stats for each column provided
We have 16 sponsorship types and 4 unique column headers. It would be very advantageous to be able to see each column summed to see at a glance on the dashboard, what our current KPIs are for Sponsorships, Sponsored Shares, Available Shares and Total Shares.
1 vote -
Deposit date on donations
In order to reconcile the donations to bank statements, it would be nice to have the ability to enter the date the donation was deposited into the account. This is especially useful for the online donations made toemwards the end of the month and deposited at the beginning of the next month. I don't have a problem manually updating the field as we need to reconcile with the stripe payouts anyway. Checks are also another place this is important. The date of the donations determines when it is receipted. If the check was received before the end of the year,…
4 votes -
Add 'External Reference ID' column to the Conversations main admin page.
Ideally between 'Unread' and 'Supporter' columns. This would allow us to differentiate which country a child is being sponsored in and who is responsible for processing the message instead of all admin individually opening every conversation. Alternatively, adding a Country column instead of External Reference ID would assist with this. RD
1 vote -
Have the subject update on the New Message page of Conversations when the sponsor changes the child they are writing to.
When a sponsor is on the 'New Message' page in Conversations, they can change the sponsored child they are corresponding with from the drop down menu. However, the subject of the message auto-populates with the child name. When the sponsor changes the sponsored child the are writing too - the subject stays the same with the previous child's name still being the subject of the message. This is confusing to sponsors. Requesting that when the sponsor changes the sponsorship from the drop down menu - the subject automatically updates as well. RD
1 vote -
Add a text box on top of the sponsor 'New Message' page of Conversations
Add a text box on the top of the 'New Message' page that sponsors see when writing a message in Conversations. Text box would allow us to enter a disclaimer for sponsor to read like, 'Please note it can take 2-4 months to receive a response from your sponsored child.' This helps manage expectation that a response will not be instantaneous. Could also be used to give sponsors writing prompts or ideas of what to write to their sponsored child. RD
1 vote -
Simple Step-by-Step Donation Form
Would be great to have an option to create a simple, embeddable step-by-step donation form to embed on a website!
1 vote -
Report of sponsorships that get updated
When we update a child's photo and info, we generate a "Sponsorship Information Sheet" that we print and mail to the sponsors. If we could generate a "change report," and then generate labels for those sponsors, it would save a lot of time manually creating labels for the ones that have been updated.
1 vote -
Labels in Alphabetical order
we really need the labels in Alphabetical order. It took us over an hour to clean up a report from REACH Just so we could get labels From our sponsors list in alphabetical order.
3 votes -
ACH refunds to show up in Reach as a transaction.
Refunds processed by the bank don't show up in reach. It would be nice for it to match up with the actual transaction that is refunded but just showing up as a new negative transaction would also work.
3 votes -
Sorting Media Files
When we add sponsorship images or media content, there is no option to sort by names or dates added. Sorting based on name or date will be helpful to delete the old images.
1 vote -
bulk
It would be great to have functionality to batch or bulk edit children. For example, hide, disable, graduate, mark as urgent need etc. It would be great to be able to do this from the reports page to batch edit children from a specific data range.
0 votes -
allow us to adjust/customize the columns displayed on the main sponsorship page
It would be very helpful to us if we could adjust/customize the information displayed in the columns on the main sponsorship tab/page...where all sponsorships are listed. There are at least two columns of information which we never use (i.e. external reference) But there is other information which it would be very helpful to see in that view, because we use it often, but currently to see it we must open each sponsorship record.
1 vote -
Admin portal donations list sorting is not working
When viewing donations in the Admin portal, the sorting is not consistent. for example, when viewing pledges, if you try to sort by Status, it does something but does not sort by status. When using the search fields to get the list to a specific date range, soring resets the search rather than honoring it, and if you sort first then enter the date range, the soring is back to default. It is impossible to restrict the donations and sort at the same time.
It would also be nice to be able to sort by the supporter column in the…
3 votes
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