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126 results found

  1. 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
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  2. Grant Tracking

    Having the option to mark a donation as a grant.

    Additionally, being able to generate the appropriate reporting as well.

    4 votes
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    0 comments  ·  General  ·  Admin →
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  3. Conversations: Translate New Text Responses

    Under 'Conversations' in Admin
    Have a translate button available to translate text responses prior to sending.

    5 votes
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  4. 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 votes
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    0 comments  ·  General  ·  Admin →
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  5. 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
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    0 comments  ·  General  ·  Admin →
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  6. 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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