REACH Feedback Forum
126 results found
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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.
20 votes -
Upcoming Birthdays Email to Sponsors
It would be nice if there was an automatic email sent out to sponsors whose sponsored child has a birthday coming up. It would be a generic "your child is turning ___, wish him/her a happy birthday!" maybe a few days before the child's birthday.
17 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.
11 votes -
Failed transactions
When I run the Failed Transaction report for a certain date range I get
every transaction that failed. We follow up on failed transactions and get the donor to update the card. As a result, many of the failed transactions are not "failed" anymore, but have current recurring donations. It would be very labor intensive to go through each record! Adding an additional column in the report showing last donation date will help filter out the ones that have updated the card.11 votes -
Provide service within REACH to scrub database against USPS current database.
Provide service within REACH to scrub supporter lists against the USPS current address list. Then once the list is scrubbed, provide the report to the client showing the names of supporters whose addresses have changed, with the latest address that USPS
has for them. Then supporter's address can be updated manually from there.10 votes -
Notification emails for new recurring donations
I would like for Reach to have the option to send notifications to admin users when a donor signs up for a new recurring donation, similar to how we can get email notifications when a donor signs up for a new sponsorship.
9 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.
9 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
8 votes -
Ability to delete a supporter regardless of sponsorship history.
It is frustrating not to be able to delete a supporter for any reason, especially if an error is made.
8 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 -
Soft Credit Apply to sponsorship
When adding a soft credit we can select a supporter whose account is credited, but we are not able to apply the credit to a specific sponsorship. Therefore monthly I need to go through all of the sponsorships paid through a soft credit and manually mark them as up to date. When selecting supporter for the soft credit, I would also like to select the sponsorship (so it will show as paid).
7 votes -
copy last donation feature
We have donors who split their donations into many different categories every month. It would be great to have a "copy last donation" feature. This would pull the purpose and amounts from the last donation.
7 votes -
Report for New and Cancelled Sponsorships by Month
I would like to see a report that pulls in the new sponsorships and cancelled sponsorships by month for any period. For example, the last 3 months so see the relationship between new and cancelled sponsored broken out by month.
7 votes -
New report to show a list of supporters who have NOT communicated with their sponsored student
Can we develop a report that allows us to see what supporters have NOT written their sponsorships (students) within a specific date range? The report now only allows for quantifiable reports show which supporter HAS written their sponsorships
6 votes -
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 -
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 -
Expose a Tags endpoint in the API
In the UI, Supporter and Donation records can have zero or more Tags assigned. These tags are standardized and managed system-wide. Tags do not currently appear in the API from get requests to /api/v2/donations or /api/v2/supporters (or any other endpoint as far as I can tell). Especially with the recent addition of UTM parameter handling resulting in tags being applied to donations, having tags be available in the API output would be extremely helpful.
Please consider including a tags object or array in the output of the Donations and Supporters endpoints, or any other object for which tags may be…
6 votes -
Customizable fields in email sponsor reports
I would like to email sponsors that need to renew the supporter name, the sponsorship name and share, and the amount due. This can be done in Mail Merge using a mail merge template but no one mails letters anymore. We need this to be in an emailable format.
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 -
Add date of last gift to Top Donor Report
Reports need flexibility on the field names. At minimum please add date of last gift field to top donor report
5 votes
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