REACH Feedback Forum
126 results found
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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.
3 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.
3 votes -
Add the GL Code to the PROJECT export.
To verify the PROJECT GL Codes - add the GL Code to the PROJECT export.
It would also be helpful to add the GL Code any other data area export.
1 vote -
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.
7 votes -
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 -
Daily Reports & Multiple Receipients Options
Adding a daily option to the reoccurring reports option would be great. Our director is requesting daily reports on what was received the day before. This can be done setting up the same report every day of the week for the previous day, but that is clunky.
Also in conjunction with that, adding a "email to" option for reports. So when a report is ran, a particular person/people and not necessarily users in REACH, will receive the report as well. Having the daily reports run and the link sent straight to the individuals would be a great feature!
3 votes -
More control with Email notifications for admins
As of now, every time we update a child in the sponsor list an email goes out to admins. When we batch update pictures for many kids, an email goes out for each of those kids. The process then becomes update kids, clean out email. It would be nice for some more control with ALL of the notifications received. There are some in our organization that don't need any notifications for that and other things.
Some more control there would be appreciated.
1 vote
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