REACH Feedback Forum
119 results found
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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 -
ACH refunds to show up in Reach as a transaction.
Refunds processed by the bank don't show up in reach. It would be nice for it to match up with the actual transaction that is refunded but just showing up as a new negative transaction would also work.
4 votes -
add non tax deductible check box to batch donations please
When adding batch donations there is currently no option to add them as non tax deductible.
4 votes -
Grant Tracking
Having the option to mark a donation as a grant.
Additionally, being able to generate the appropriate reporting as well.
4 votes -
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 -
Ability to create Supporter types
It would be helpful to have the ability to create different supporter types for individuals, organizations, etc.
Having Sponsorship Types is extremely helpful. Supporter types is equally important to our organization.
4 votes -
Deposit date on donations
In order to reconcile the donations to bank statements, it would be nice to have the ability to enter the date the donation was deposited into the account. This is especially useful for the online donations made toemwards the end of the month and deposited at the beginning of the next month. I don't have a problem manually updating the field as we need to reconcile with the stripe payouts anyway. Checks are also another place this is important. The date of the donations determines when it is receipted. If the check was received before the end of the year,…
4 votes -
Transfer donation to a different supporter
If a donation is entered under the wrong supporter, it must be deleted and re-entered. It would be great if when you edit a donation, the supporter name can be edited as well.
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.
4 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 -
Connect campaign theme to parent campaign
It would be great if we could connect a campaign theme to a parent campaign, so that when a supporter campaign is created, it automatically pulls the campaign theme and info connected to it.
3 votes -
Streamline supporter campaign registration
When folks click to create their supporter campaign they are directed to sign in or create an account. Once they are signed in/up they should be taken to the page to set up the campaign, rather than being taken to the Reach Home page. Many folks create their Reach account and think they have set up their campaign.
3 votes -
Admin portal donations list sorting is not working
When viewing donations in the Admin portal, the sorting is not consistent. for example, when viewing pledges, if you try to sort by Status, it does something but does not sort by status. When using the search fields to get the list to a specific date range, soring resets the search rather than honoring it, and if you sort first then enter the date range, the soring is back to default. It is impossible to restrict the donations and sort at the same time.
It would also be nice to be able to sort by the supporter column in the…
3 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 -
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
3 votes -
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 -
Sponsorship Updated Email is too vague.
I get the emails all the time that say "Child Sponsorship [child name] Updated" inside is a link but the email isn't helpful right now, as there's no way to know what was updated on the sponsorship record. It would really help if the notification email said what was updated on the sponsorship record. Is there any way for Reach include what was changed on the email that goes out? That’d really help. Right now I click on the link and never know what was updated.
3 votes -
Have two separate options for donating in memory and in honour.
Have two separate options for donating in memory and in honour. For in memory, provide a separate email confirmation sent to a loved one with the option to have the person donated in memory of's name added - ex. "A donation has been made in honour of ___", instead of one email for both saying "a donation was made in your honor". This doesn't really work when the person is deceased.
3 votes -
Add Letter Templates to Conversations
Would like to make it easier for a sponsor to write letters by means of having prompted questions in the letter writing field instead of just having the option to free-write.
3 votes -
Add Country Name to Inbox or Message View
We are having to open another Reach page to look up a child who received an online letter in order to see what country they’re from (so we know what language to translate to). Is there a way to include the country name or child’s ID (ours includes country abbreviation) in either the Inbox view or the message view of the Conversations area?
3 votes
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