REACH Feedback Forum
211 results found
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Report on sponsorship paid in advance
Sponsorship paid in advance report - i am new to REACH and maybe I don't know where it is, but i would like a report or info to appear somewhere that shows if a supporter is paid in advance and how far in advance on a sponsorship
5 votesThis information can be found in the Sponsorship Supporter record as Tracked Giving (vs Expected to Date).
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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 votesThere is now a Last Donation Date (shown in Select Columns to Display and checked by default) on the Top Donors Report and a Last Complete Child Date on the Recurring Donation Audit Report.
Thanks for your feedback!
REACH Support
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New Supporter easy access
I can see from the dashboard that I have new supporters in the last 30 days, and when you click on "New Supporters" I'm taken to the list of all supporters. I want to be able to access and see from the dashboard, my new donors.
8 votesThis feature was added 4/10/18.
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Dropdown List of Countries and Text blocks in Custom Forms
It would be great to have available the Country Field by way of a dropdown list while creating a custom form. These countries would need to be linked to the supporters record field within the database. We also need to add Custom Headers and Text Blocks into forms with divider lines.
15 votes -
18 votes
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"Graduated / Terminated" Status
We have children that get removed from the program either because they have graduated or for certain reasons opted to be removed from the program. Right now, if such happens, we disable the sponsorship profile and ask our donors to select a new child to sponsor. In their sponsorship history though, the graduated/terminated child is till clickable. If clicked, it will lead to an error "page does not exist". If we do not disable the sponsorship, it goes back to unsponsored status and is open for sponsorship again.
Can there be a "Graduated" and "Terminated" (maybe there is a better…
15 votesA graduated status is now available on sponsorships which will continue to show the sponsorship to it’s sponsors but not allow new sponsors.
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Give access to sponsorships but limited to certain places only
We have country coordinators in the countries that we serve. We would like these coordinators to manage the profiles of the children in their location - updating ages, grade level, uploading reports, etc. So we want to give them access to sponsorships, but we don't want them to have access to other countries' sponsorships. Can permission be created to give access to sponsorships with specific place only?
15 votesREACH has added a new admin-based permission for Projects and Places.
Admins can now be restricted to only access the subset of sponsorships based on the Project or Place they are associated with. -
accept multiple email address per supporter
I really need the ability to use more than 1 email address per supporter to receive all emails -- conversations and billing related. Many of our sponsors want to receive emails at husband/wife and/or child email address.
11 votesThe functionality was released on 4/10/18.
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Add a "Days Waiting" field on the child's picture
Set a date when adding a new child, such as the day they were accepted into the program. Then the front end would tick up each day showing "Has been waiting X Days"
1 voteThis field was added on 11/6/18, your account’s theme can be updated with the new field.
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Bulk upload for sponsorship message/updates
Every after each school year, our children are required to send an annual progress report. We then upload this as a sponsorship message so the donor will be notified automatically and see the report in the child's profile. We have 3000+ children currently and it will be of great help if we can do this in bulk instead of opening each sponsorship and uploading individually.
12 votesThis feature was included in the Data Import options in the August 2019 release.
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show all donations, including declines and errors, in the supporter record
I would like to be able to look at a supporter's donations and be able to see all donations, including any declines and/or errors. It is time consuming to have to go to another area and search for declines/errors on a particular supporter.
11 votesThank you for your feedback, this has been added.
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Clickable link to supporters account when I am in a recent note from the Dashboard.
Clickable link to supporters account when I am in a recent note from the Dashboard.
1 vote -
In-Kind Tracking
Having the option to track In-Kind Donations, such as Gift Donations and Service Donations.
Additionally, being able to generate the appropriate reporting as well.
17 votesIn kind donations can be tracked using the custom payment type functionality in REACH.
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Report Generator for Mailing Labels
We Mail out a lot of Newsletters, Prayer Letters and so on, can we please have a feature where we can create Labels for Groups, and can we have a Report Generator for Supporters, for example all Supporters with No Email Address Print a Label.
20 votes -
Auto Search as we type
Is it possible to have the search active as we type a name
3 votesAuto Complete for Supporter Names and emails, and also for Sponsorship Titles and External IDs, is now available for Admins in their REACH accounts.
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Sponsor only view for specific fields and albums
I would love to be able to set certain fields so that only Sponsors can see them as well as the ability to have albums associated with a specific sponsor child that can only be viewed by their sponsors and not public to everyone.
7 votesREACH now includes Sponsors Only custom fields for Sponsorship Types. A supporter must be logged in to view Sponsor Only information on their sponsorship(s).
Sponsorships can also be manually set to “Hide”, keeping them from showing on the Public Portal, but available for view for a Sponsor who has signed in.
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Month and Year End Reports
It would be great to be able to generate Month and Year End Reports with the MTD and YTD totals of each donation category. Not just a spread sheet but a printable report.
10 votesThis feature was added August 7th, 2018.
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Flexible user definable donations export
I would like to be able to set the fields that are exported using the donations export. I added a new field into the "Supporters" database but can't add it to the donations export. It is "Envelope Number" and that is required in order to import the records into our donor program.
9 votesThe Donation Details report now offers the ability to set columns when running the report (as of 03/2020). Custom Fields created are included in the Column Select.
Once the report has run, the Summary will include the columns selected. You can then choose to Export the Filtered Report as a CSV or Excel file. -
Break Online Donation into multiple categories after processing.
Break a Donation into multiple categories after processing.
Some donors leave a not asking it to be applied to multiple options, but there is no way to break down an online donation after it has gone through.
This would help us a lot to be able to accurately report donations when a note asks it to be applied elsewhere.
1 vote -
Alphabetize Campaign Listing Automatically
Alphabetize listing of campaigns in pull-down listing that appears when new donation is being manually entered.
1 vote
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