REACH Feedback Forum
118 results found
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tags
Hi, the idea of Tags is good but because they literally sit so far down you can't see them, while the Notes log is at the top, if you have a categorization of Tag that changes how you interact with the person that's lost--why not have tags at the top? Better yet, why not have Tags appear at the top only when there is a tag, & no tag or keep below when there is none? This would be a small but vital shift in relationship management for supporters, sponsors, etc. & make each correspondence appropriate to them since tags…
3 votes -
Add Conversation options in Sponsor AND in Child accounts also
Right now you'd need to only use Conversation, new, by sponsor, and help article doesn't exactly make clear who's sender and recipient - please add 2 buttons for "Sponsor to Child" and "Child to Sponsor".
From Sponsor account, Actions would be a great place. Same with Child's. Thanks!3 votes -
add an option to send email from the "Account Email" rather than the logged in use
It is really clunky to have to log out of my admin account and into an "info" account just to send email.
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 -
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 -
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 -
Create a way to send acknowledgement letters to soft credits.
Many of our donors give through an outside donation management company. These donors can't receive a contribution letter, but we want to send an acknowledgement letter. The soft credit report won't pull up address to create a mailable letter.
We want to create a mail merge letter that can be sent to all soft credit donors showing how much they gave and when. The soft credit report needs to include addresses and other date to make it possible to create this mail merge.
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 -
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 -
Purpose specific email receipts
Instead of just one standard "New Donation" email template, I would like to be able to send unique receipts based upon what purpose or campaign a supporter donates to. For instance...
--if they donate to a specific campaign, they would get a receipt designed for that campaign.
--if they donate to a specific missionary, they would get a receipt designed for the missionary, in which we can have a special message from that missionary with links to that missionaries blog, REACH donation link, etc.
---if they donated to our Haitian Staff account, we can have a special thank you form…3 votes -
Custom Fields at the Donation Level
Currently, you can create custom fields under the referral types of Sponsorship Type, Project, Place, Campaign, and Supporter.
It would be great to have custom fields on the Donations themselves to segment them for analysis.
3 votes -
Easy Way to Remove Individuals from Groups
Hi there,
We need an easy way to remove donors from groups - either to be able to search their names within the group to remove OR to be able to remove them from the group via their supporter record.
Thanks!
3 votes -
Activity Log
On Activity Log it only records when someone sends an email that's a template, but not when you just write on. That's so problematic for tracking--please add this tracking so that any can see since if you don't blind copy yourself and/or put the exact pasted message, what record is there? And how can you track easily, as a CRM should? It'd be GREAT if you could also add to the emails a reply, reply all, & Forward feature like standard emails since our industry has to follow up a LOT & there's no convenient ways. Love the templates but…
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 -
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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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 -
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 -
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
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