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REACH Feedback Forum

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136 results found

  1. 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
    0 comments  ·  Supporters  ·  Admin →
    How important is this to you?

  2. 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
    0 comments  ·  Admin →
    How important is this to you?

  3. 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
    0 comments  ·  Donations  ·  Admin →
    How important is this to you?

  4. 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
    1 comment  ·  Products  ·  Admin →
    How important is this to you?

  5. 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
    0 comments  ·  Supporters  ·  Admin →
    How important is this to you?

  6. 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.

    2 votes
    0 comments  ·  Sponsorships  ·  Admin →
    How important is this to you?

  7. 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.

    6 votes
    0 comments  ·  Sponsorships  ·  Admin →
    How important is this to you?

  8. 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
    0 comments  ·  Reports  ·  Admin →
    How important is this to you?

  9. 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.

    8 votes
    1 comment  ·  Donations  ·  Admin →
    How important is this to you?

  10. 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
    0 comments  ·  Donations  ·  Admin →
    How important is this to you?

  11. 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!

    2 votes
    0 comments  ·  Reports  ·  Admin →
    How important is this to you?

  12. 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
    0 comments  ·  Admin →
    How important is this to you?

  13. dashboard

    Request to display Active Sponsorships on the home page dashboard. Showing total Sponsorships is misleading since this includes any who have Left the Program.

    4 votes
    0 comments  ·  General  ·  Admin →
    How important is this to you?

  14. Improve the Tasks feature

    I've been trying to utilize the Tasks feature in Reach, but it seems really clunky and broken. In other CRMs I've used, tasks are a way to create reminders for yourself to contact a constituent in the future, or to document interactions like phone calls or emails you've had with a constituent. This is extremely helpful when trying to manage relationships with hundreds of donors.

    It seems like this is sort of what Reach is capable of doing, but I am encountering many issues. For instance, when I try to edit a previously logged task, it creates a duplicate record…

    2 votes
    0 comments  ·  General  ·  Admin →
    How important is this to you?

  15. Soft delete merge account information

    Would it be possible to track accounts and donations that have been deleted due to a merge? The donations disappear from Reach, but unless we pull a whole new snapshot of the database (which is an hours long process, and is resource heavy) those old donations still exist in our data warehouse, and falsely increase our donations total.

    3 votes
    0 comments  ·  Donations  ·  Admin →
    How important is this to you?

  16. Reports - Add permalinks for supporters and soft supporters in the soft credits report

    Currently the soft credits detail report does not include permalinks for both supporters and soft supporters. Can that be added, please?

    1 vote
    0 comments  ·  Reports  ·  Admin →
    How important is this to you?

  17. conversation archive

    Add option to multi-select and select all to archive conversations from the admin console inbox.

    3 votes
    0 comments  ·  Sponsorships  ·  Admin →
    How important is this to you?

  18. SMS Notification Integration for Sponsorship Updates

    I am writing to inquire about the possibility of implementing an SMS (text message) notification system to inform our donors and sponsors when new content, such as photos, letters, or updates regarding their sponsored child, becomes available on their child's profile.

    Currently, our system relies on email notifications to relay such information. However, we have encountered several instances where sponsors have not received these notifications for various reasons. Some emails have been inadvertently directed to their SPAM folders, while others have reported infrequent email usage or delayed email checks. In contrast, text messages garner quicker response from our sponsors.

    Given…

    3 votes
    0 comments  ·  Supporters  ·  Admin →
    How important is this to you?

  19. Allow Supporters to Create Pledges

    We would like the option for Supporters to create their own pledges on a campaign and have it be reflected in the live giving thermometer.

    14 votes
    1 comment  ·  Campaigns  ·  Admin →
    How important is this to you?

  20. Add a "Marketing Campaign Code" field to Donations

    We have "motivation codes" for our marketing campaigns.
    Right now those codes are input with many typos in the Admin Notes of a donation. Please provide us a new field for marketing campaign codes.

    Even a single custom field that can be added to donations would suffice.

    2 votes
    3 comments  ·  Donations  ·  Admin →
    How important is this to you?
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