REACH Feedback Forum
130 results found
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Include "External Reference ID" in Sponsors report.
When pulling a "Sponsors" report, have an option to include their child's External Reference ID.
4 votes -
Expose soft credits in API
For a given donation record, some or all of the amount may be soft credited to a supporter other than the one that canonically gave the donation, e.g. when an org like United Way bundles up a bunch of different gifts and gives one big lump sum.
Today, these soft credits are not available from the API in any of the endpoints. I'd love to see it available either in the donations API, or in its own soft_credits API.
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 -
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.
3 votes -
Batch Donation Additional Options
I like the batch donation feature. However, could you please consider adding "Default Amount" and a check box for "Occurrence" so that if it is a monthly support the admin does not have to click "Add Donation" 12 times and so on. Thank you
3 votes -
Labels in Alphabetical order
we really need the labels in Alphabetical order. It took us over an hour to clean up a report from REACH Just so we could get labels From our sponsors list in alphabetical order.
3 votes -
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 -
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 -
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 -
Conversation Tracking
A date range on the conversation export would be helpful. Also, it would be a huge help if the current conversation report would differentiate between conversations from students vs. sponsors and show sponsorships that have no letters within the date range selected.
Also, if a sponsor deletes their conversations, there is no way to know if letters have been written for tracking purposes. Can these remain in the system but flagged as deleted and not shown to the sponsor?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 -
Trip tags for MailChimp
When you sync REACH with MailChimp, you have the option of assigning tags to all different places within REACH. But you can not assign tags to Trips. This would be very helpful for people who use the integration with ManagedMissions.
3 votes -
conversation archive
Add option to multi-select and select all to archive conversations from the admin console inbox.
3 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.
3 votes -
NEW Report associated with Events and Newsletter sign ups
Generate report of all new sign ups by event or by newsletter lead
3 votesDevelopment of an Events Registrations Report has been started.
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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 -
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 -
add ability to reporting to indicate if Groups selections are 'AND's or 'OR's
Right now putting two different groups (e.g. A , B) in the Group field in Reporting Supporters will select any Supporter who is in Group 'A' *or* Group 'B'. IT will be very helpful to be able to indicate that the Supporter(s) should be selected if they are in Group 'A' and Group 'B'. This would greatly enhance the ability to focus on specific subsection of Supporters
3 votes -
Admin-Assisted Conversations (2-Way)
For non-computer literate sponsors, we offer the opportunity to send correspondence on their behalf. However, REACH does not allow admin (our staff) assisted conversations from the sponsor to the child - only from the child to the sponsor. This is due to the fact that REACH was originally designed as an online sponsorship solution ONLY. However, we don't put these qualifications on people who wish to sponsor our children. We'd like to be able to support consistent conversation activity between sponsors and children whether they are computer literate or not. Conversations create stronger engagement and longer sponsorship relationships.
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
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