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REACH Feedback Forum

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I would like to see REACH do...

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10 results found

  1. Donation Tags

    The donation module has a place for tags, but when entering a manual donation, a check for instance, you have to create the donation, save it, then go back to see the tag field. I would like to see the tag field show up on the first donation input screen. We get a great number of checks and have volunteers enter them for us. This extra step is problematic for them, and leads to errors.

    0 votes
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    0 comments  ·  Donations  ·  Admin →
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  2. Remove the donation categories from the admin side if they are hidden/disabled

    The dropdown list on the admin side gets bogged down with donation categories that we no longer use and can cause errors when entering donations.

    8 votes
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    1 comment  ·  Donations  ·  Admin →
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  3. Custom Fields at the Donation Level

    Currently, you can create custom fields under the referral types of Sponsorship Type, Project, Place, Campaign, and Supporter.

    It would be great to have custom fields on the Donations themselves to segment them for analysis.

    3 votes
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    0 comments  ·  Donations  ·  Admin →
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  4. Create additional donation amount for ACH separate from credit card

    To encourage people to pay by ACH I would like to ability to change the percentage or flat amount if the payment method is ACH vs. credit card.

    2 votes
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    0 comments  ·  Donations  ·  Admin →
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  5. Add a "Marketing Campaign Code" field to Donations

    We have "motivation codes" for our marketing campaigns.
    Right now those codes are input with many typos in the Admin Notes of a donation. Please provide us a new field for marketing campaign codes.

    Even a single custom field that can be added to donations would suffice.

    2 votes
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    3 comments  ·  Donations  ·  Admin →
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  6. Soft delete merge account information

    Would it be possible to track accounts and donations that have been deleted due to a merge? The donations disappear from Reach, but unless we pull a whole new snapshot of the database (which is an hours long process, and is resource heavy) those old donations still exist in our data warehouse, and falsely increase our donations total.

    3 votes
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    0 comments  ·  Donations  ·  Admin →
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  7. Adding a lock icon to the donation form.

    On a donation webinar today, there was something they mentioned that saw a 112% increase in giving as a result of a simple LOCK ICON. Maybe just some CSS to insert it. When a little LOCK ICON was present near where they entered their credit card number on their donation forms, it apparently made the user feel more secure. I have an example photo if you need one. I'd like to add it to our donation forms please.

    2 votes
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    0 comments  ·  Donations  ·  Admin →
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  8. Batch Donation Additional Options

    I like the batch donation feature. However, could you please consider adding "Default Amount" and a check box for "Occurrence" so that if it is a monthly support the admin does not have to click "Add Donation" 12 times and so on. Thank you

    3 votes
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    0 comments  ·  Donations  ·  Admin →
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  9. copy last donation feature

    We have donors who split their donations into many different categories every month. It would be great to have a "copy last donation" feature. This would pull the purpose and amounts from the last donation.

    6 votes
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    0 comments  ·  Donations  ·  Admin →
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  10. Transfer donation to a different supporter

    If a donation is entered under the wrong supporter, it must be deleted and re-entered. It would be great if when you edit a donation, the supporter name can be edited as well.

    3 votes
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    0 comments  ·  Donations  ·  Admin →
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