REACH Feedback Forum
126 results found
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Restriction of updating record
There should be a restriction when updating the donors name in the record/ system by the donor themselves. good example for this,someone donated online and use existing email address, then the existing record will be automatic updated. where in fact they are different person and just using same email.
3 votes -
I would love to see REACH create an Mobile App to upload information
It would be great to have a mobile app to quickly upload information.
8 votes -
custom donation fields
As we continue to switch our historical data into this database, it would be useful to import with more flexibility regarding "Payment Type" on donations.
6 votes -
Shorten URL links
It would be nice to be able to shorten links. So instead of using https://aohi.reachapp.co/projects/high-school-fund we could use www.aohi.org/highschool
4 votes -
Team Member Dashboard
Make the Team pictures and descriptions its own editable tab on the dashboard like the projects/places/events...not something you have to manually enter into the code. Non-profits often face a revolving set of personnel and volunteers so these fields need to be edited often. Thus, it would be nice to have anyone able to easily change these fields without having to teach someone how to edit code.
3 votes -
Customizable Table Headings
I would like to be able to choose what columns appear in the table on the Sponsorships admin page.Most of the information in the existing columns are not information we use (permalink, type, shares, campaigns) . It would be nice to be able to see some quick information there without having to click on the child's individual record to find it. Ie. Last name, ID number, Birthday, Age, etc. Thanks for your consideration!
4 votes -
Contact preferences
It would be great to run a report to find out which supporters have opted out of email communication. I've been sending out messages, however our supporters haven't been getting them as they hadn't ticked the right box. If I'd know I could have contacted them via alternative means or ask them if they wanted to adjust their settings.
12 votes -
provide links to donor platforms such as Network for Good and Benevity
A number of corporations encourage charitable giving by matching employee donations. These corporations use platforms like Benevity and Network for Good to track and disburse funds. I currently have to manually log these into REACH. A link that allows us to download these transactions into existing donor accounts would be very helpful.
1 vote -
Add an open or recent task list in the Dashboard. You already include Recent Notes, Recent Messages Etc.
Add an open or recent Task List in the Dashboard. You already include Recent Notes, Recent Messages Etc.
1 vote -
Support for Non-english Characters in Sponsor Upload
We have upwards of 50 sponsors we load from a spreadsheet at a time. Many of these names are in Spanish and contain non-English characters such as á, é, etc. Upon upload, Reach drops those characters in the Sponsor profiles. This leads to mispelling of the sponsor's names and needs to be manually corrected.
We would like to ask for support to be added so that non-English characters can be included in the upload spreadsheet and display properly within Reach Admin as well as on our site.
6 votes -
Sponsorship Creation Date
Add date of initial creation of a sponsorship record
5 votes -
Sponsorship Stats - Add number of children departed to show accurate # of sponsorships available.
On the dashboard, add the number of children who have departed and accurately show the number of true sponsorships available.
5 votes -
Set up a field for noting when a donation has been acknowledged (snail mail).
We currently note the thank-you letters we have sent in the donation admin notes field, but if there were a specific field for that and we could get a report based on that, we could be much more efficient about this important function. Many of our bigger donors give off-line and we need to tend to them in a personalized way.
2 votes -
Ability to sort within sponsorship searches
I love that you have added different options for searching through sponsorships, but when I click any of the column titles to sort them alphabetically or numerically all the results return to the search. Can you make it possible to sort by column title within the parameters of the search results?
1 vote -
Foward emails to donor records
I have used a CRM tool in the past and they had a really nice feature. Forwarding emails (from outside of reach) into the reach donor record. It adds it's to the email address of the donor that found in reach under Activity.
4 votes -
Text to Give: Unable to see where codes have been used on disabled campaigns, events, et cetera
We use the text code WATER for various campaigns and events. When a campaign or event has been has been disabled, it no longer shows in the Text to Give Setup table. To reuse the custom text code, I had to enable campaigns to find which the code had been applied to, so that I could change it, thus allowing me to reuse WATER.
It would be nice to be able to see the custom codes that have been used even for disabled campaigns, events, et cetera.
1 vote -
activity tracking
Add system generated/automated email activity to supportes account under the activity tab. ie. failed attempt and pmt confirmation emails.
2 votes -
Provide a New Donor Report for any gift
Donor Management is key to the success of any non-profit and acknowledging first-time donors is important. The report should include ALL new donors to the system: Campaigns, Sponsorships, Projects, Places, any avenue that someone can give to through REACH. The report should also include address, email, and gift amount.
3 votes -
Search on Share Type
Add the ability to search on a Share Type associated with a Sponsorship Type
2 votes -
Add filters and sorting to the Supporter page
When I click on the "Supporter" page, it gives me a list of every supporter without the ability to filter or. I'd like to be able to filter by whether they are disabled or not, country, and payment method (online/offline/legacy). Additionally, it would be great to be able to sort by "last visited" date.
8 votes
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