REACH Feedback Forum
131 results found
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Create a report of missionaries
I would like to be able to run a report of missionaries that can be sorted based on sponsorship status, by country, etc.
1 vote -
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 -
Mail merge to Word
When merging one letter I'd like it to merge to Word and not a PDF so I can personalize the letter. With a PDF I cannot make any changes after it merges.
1 vote -
Create a way to send acknowledgement letters to soft credits.
Many of our donors give through an outside donation management company. These donors can't receive a contribution letter, but we want to send an acknowledgement letter. The soft credit report won't pull up address to create a mailable letter.
We want to create a mail merge letter that can be sent to all soft credit donors showing how much they gave and when. The soft credit report needs to include addresses and other date to make it possible to create this mail merge.
3 votes -
Change "Add Gift" to "Add Another Gift" on Donation Form
Believe it or now, some donors have said the "Add Gift" is confusing. We think changing it to "Add Another Gift" would add additional clarity for donors.
1 vote -
add an option to send email from the "Account Email" rather than the logged in use
It is really clunky to have to log out of my admin account and into an "info" account just to send email.
1 vote -
Add Sponsorships to the Order Tab for Dropdown Custom Fields
Request the ability to change the order of a custom field that is defined as Dropdown Select for a Sponsorship Type referral.
0 votes -
Automatically add donors to a Group when they give to a specific purpose/project.
For instance, the admin would like to create a group for each of their Missionaries.
When a person donates toward that missionary, they would like that individual to be automatically added to a group.1 vote -
Add sponsorship type to "Supporters" Report
Need a sponsorship type on the supporters report. I need to filter the type of sponsorship in this particular report, because I need to the option to filter by contact preference. As of now, I can't find any way to filter by contact preference and sponsorship type.
1 vote -
Communcations > Emails
Communication > Emails
Tried to send an email to a group with a file attached but there is no option to preview any attached files before sending. Unfortunately the email sent with no attachment despite saying the file had been uploaded successfully before sending. Is it possible to improve the attachments fields in 'new emails' and add a preview button so that reports and letters can be successfully attached to outgoing emails? Thanks
1 vote -
Add Action on Donation to Email receipt
We need to have an Action that lets you Email the receipt for a single donation to the end user without having to Print the receipt and then manually emailing to the donor.
1 vote -
Campaigns to be able to support sponsorships rather than simply donations
Campaigns should be able to support sponsorships rather than simply donations. This would facilitate things like Ambassador programs in which we have individuals do peer to peer enlisting of sponsorships rather than only donations.
1 vote -
Create an email that we can send to donors on their birthdays
We would like for the system to generate an email that we can edit that would go out to supporters on their birthdays.
4 votes -
Easy Way to Remove Individuals from Groups
Hi there,
We need an easy way to remove donors from groups - either to be able to search their names within the group to remove OR to be able to remove them from the group via their supporter record.
Thanks!
3 votes -
Will I be able to run reports from the activities in this area? The idea is that for any time frame, I could get a report that shows h
A client wants to be able to run reports from activities in the New Contact Task> Select Activity area. The idea is that, for any time frame, they could get a report showing how many people had cultivation touches, how many appreciations touches, and how many solicitations.
1 vote -
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 -
Translations for the website - Have the option to view it in Spanish for example
Have the option to view the website in different languages so we can have international supporters, Spanish would be our top choice
6 votes -
Cross Link Records
It's a way to connect people with a relationship. i.e. family members who are living in different places, such as children or parents. Also linking people to a business or a foundation. For example, a person may be on the board of a Foundation that gives, and they may give individually. Linking the records insures the relationship is understood and connected.
1 vote -
Enhance the sponsorship view on the supporter page
If a sponsorship has two share types (education and monthly food supplement) and a supporter sponsors both the share types, the sponsorship shows twice on the supporters detail page but the share type isn't visible here so it looks like a duplicate.
It would be good if there was a way differentiate these so that it is clear that one is for school and one is for food.
1 vote -
Email templates should include the option to use sponsorship merge fields.
When emailing supporters it would be very helpful to be able to merge info from their sponsorships. It is much more personal for donors to see their specific sponsorship information in the email, like the name of their sponsored child.
5 votes
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