REACH Feedback Forum
136 results found
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Task Listed Most Recent First
I would like the tasks listed so that I can see the most recent contact on the main screen going backward in dates from there so that the oldest contacts are last. As it stands now, I have to scroll through the tasks to find what was done last instead of being able to see if quickly on the screen. Donations are listed in this way with the most current donations being the most obvious, which makes sense. But tasks are listed just the opposite.
1 vote -
Please remove strike throughs on tasks.
Having strike throughs on task notes makes it super hard to read. I read these to give me an idea on what's been done with the donor. I know that if I open each note the strike through disappears but this takes time that could be saved if I could read the task without strike throughs. Reach explained this was done to show that the task was complete. Having the box checked as complete does tell me the task is completed. Having it unchecked means it's not completed. Strike throughs on text just make it hard to read.
1 vote -
Add Conversation options in Sponsor AND in Child accounts also
Right now you'd need to only use Conversation, new, by sponsor, and help article doesn't exactly make clear who's sender and recipient - please add 2 buttons for "Sponsor to Child" and "Child to Sponsor".
From Sponsor account, Actions would be a great place. Same with Child's. Thanks!3 votes -
Allow Sponsorship Conversations to be turned on/off per Place
Currently, when Conversations are turned on in the Portal Setup, it is enabled for all Places at once. Since our organization has many places that we provide for children, we would like to roll out Conversations to those locations one at a time.
4 votes -
Weekly Supporter Campaign Summary Updates
After a supporter creates a campaign, I would like them to get weekly updates (using a "Campaign Summary" email template). This would help to keep them focused and energized.
2 votes -
have an option on the TAGS Data Entry Page, to eventually hide some tags from the admin view
It would be very useful to hide many of the tags we have used for past years. Is there a chance such an option could be added for each tag?
2 votes -
Send Email to Multiple Groups
It would be great if I could "Send an Email to Multiple Groups" at the same time. Currently, you can choose one group to send an email to in the Communications Tab. This can be accomplished using reports, but I'd like it to be added to the simply email interface within Communications. For instance, I'd like to send an email to a group of supporters, but I'd also like to send that same email to my "Staff" Group.
1 vote -
Embed video in Email
I would like to be able to embed a playable video inside an email. The video could either be hosted by REACH, or hosted on another source, like YouTube.
1 vote -
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 -
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.
2 votes -
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.2 votes -
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
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