REACH Feedback Forum
135 results found
-
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 -
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.
11 votes -
Merge Information
When merging two files allow admin merging the two files to pick and choose which info should be used in the merged file - list next to each other and have merging person click each piece of info (sponsor name, address, phone, credit card, etc)
10 votesThanks everyone for your feedback. We will look into adding this in the first quarter of 2016.
-
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.10 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 -
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.9 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 -
Multiple email addresses to receive notifications for the same supporter.
For example both husband and wife want to stay updated on sponsorships and receive EOY statements.
This appears to be the same request as this but opening a new request since the other one was marked complete. https://reachapp.uservoice.com/forums/281276-reach-feedback-forum/suggestions/31833814-accept-multiple-email-address-per-supporter
8 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.
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 -
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 -
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 -
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 -
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 -
Allow text body to autosave on 'New Message' page of Conversations.
If a sponsor writes a message and the attachment does not properly attach (file size too large, wrong file type) - the user has to rewrite the entire message. This is frustrating for sponsors. Would also be great feature for sponsor to be able to start a letter and return to it later. RD
7 votesAn Autosave feature has been added to Conversations. A Save Draft option is not currently available.
-
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 -
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 -
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.
6 votes
- Don't see your idea?