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121 results found

  1. 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
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    0 comments  ·  Supporters  ·  Admin →
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  2. Adding a lock icon to the donation form.

    On a donation webinar today, there was something they mentioned that saw a 112% increase in giving as a result of a simple LOCK ICON. Maybe just some CSS to insert it. When a little LOCK ICON was present near where they entered their credit card number on their donation forms, it apparently made the user feel more secure. I have an example photo if you need one. I'd like to add it to our donation forms please.

    2 votes
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    0 comments  ·  Donations  ·  Admin →
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  3. Ability to sort Supporters by Zip Code when creating mailing labels

    When doing bulk mailing you need to sort by Zip code so without this feature I have do export to an excel and generate my own labels via Word. It would also be nice to be able to filter by Group when creating mailing labels.

    2 votes
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    1 comment  ·  General  ·  Admin →
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  4. Improve the Tasks feature

    I've been trying to utilize the Tasks feature in Reach, but it seems really clunky and broken. In other CRMs I've used, tasks are a way to create reminders for yourself to contact a constituent in the future, or to document interactions like phone calls or emails you've had with a constituent. This is extremely helpful when trying to manage relationships with hundreds of donors.

    It seems like this is sort of what Reach is capable of doing, but I am encountering many issues. For instance, when I try to edit a previously logged task, it creates a duplicate record…

    2 votes
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  5. To include Address in Account Signup

    To include the mailing address within the online user account signup form.

    This simple inclusion helps administrators determine duplicate accounts.

    2 votes
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  6. Search on Share Type

    Add the ability to search on a Share Type associated with a Sponsorship Type

    2 votes
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  7. Enhance the sponsorship view on the supporter page

    If a sponsorship has two share types (education and monthly food supplement) and a supporter sponsors both the share types, the sponsorship shows twice on the supporters detail page but the share type isn't visible here so it looks like a duplicate.

    It would be good if there was a way differentiate these so that it is clear that one is for school and one is for food.

    2 votes
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  8. Create additional donation amount for ACH separate from credit card

    To encourage people to pay by ACH I would like to ability to change the percentage or flat amount if the payment method is ACH vs. credit card.

    2 votes
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    0 comments  ·  Donations  ·  Admin →
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  9. Editable Version of Print Conversation Message Template

    I would like the Print Conversation Message template to generate the letter in Word or another editable format rather than PDF so we can edit if necessary. (Sometimes people include information in their message that they shouldn’t, like personal contact info/social media, etc.) Or could it be possible for the message to be edited before we generate the template? I’ve noticed the translation can be edited here but not the original message. Often, especially now, we email letters rather than print and physically send. The only way to redact information now is to print, mark out and then scan and…

    2 votes
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  10. Daily Reports & Multiple Receipients Options

    Adding a daily option to the reoccurring reports option would be great. Our director is requesting daily reports on what was received the day before. This can be done setting up the same report every day of the week for the previous day, but that is clunky.

    Also in conjunction with that, adding a "email to" option for reports. So when a report is ran, a particular person/people and not necessarily users in REACH, will receive the report as well. Having the daily reports run and the link sent straight to the individuals would be a great feature!

    2 votes
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    0 comments  ·  Reports  ·  Admin →
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  11. Add ability to 'Task' Conversations.

    Add the ability to 'Task' Conversations via the drop down menu on the main page. This will allow us to assign accountability for messages. For example, if we receive 40 messages for 4 countries in a day - we can task messages to a specific admin to process. RD

    2 votes
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  12. Support additional file types for attachments in Conversations.

    Specifically heic file types for mac users. RD

    2 votes
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  13. effective dates on changes

    Have start/end dates and/or effective dates in places such as: change in recurring donation amount; change in sponsorship support amount; custom donation form active timeframe; future cancel date for stopping a donation and/or sponsorship; 'Mark as current' have option to choose all or portion of amount with associated effective date; timestamp and/or date field associated with Graduated Status on Sponsorship and similarly Add an Active/Inactive status option with to Supporter profile.

    2 votes
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  14. Create a Conversations Outbox

    Create an Outbox. Sent messages appear in the sponsor's inbox and they have the option to reply to themselves. This is confusing to sponsors. Sent messages should be stored in an outbox instead of an inbox. RD

    2 votes
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  15. Mail merge to Word

    When merging one letter I'd like it to merge to Word and not a PDF so I can personalize the letter. With a PDF I cannot make any changes after it merges.

    2 votes
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  16. Import file

    It would be helpful to see a column on import template for field source, like System or Custom. Also, for Sponsorships have tabs for each sponsorship type and the fields applicable to them

    1 vote
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  17. Update payment details to include address update

    Currently on the feature to "update current payment details" on a donor's page, the only option is to update their expiration date. Could you also add the option to update their billing address, so that if a donor's address changes we don't have to reenter all of their card information?

    1 vote
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  18. Have a drop-down selection option in custom fields that allows for more than one selection.

    We have categories that have multiple selections, like favorite subjects in school, personality traits, etc. It would be useful to have a true checkbox option that allows our staff to select several items, that would then display as a list on the child's profile page.

    1 vote
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    0 comments  ·  Sponsorships  ·  Admin →
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  19. Add additional categories to the Task page

    Currently, the Task page shows "My Tasks," "Completed," and "All Tasks." From an administrative standpoint, it would be really helpful to have the additional categories "All Complete" and "All Incomplete," so we can have a better picture of where our organization as a whole is on completing tasks.

    1 vote
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  20. Have the subject update on the New Message page of Conversations when the sponsor changes the child they are writing to.

    When a sponsor is on the 'New Message' page in Conversations, they can change the sponsored child they are corresponding with from the drop down menu. However, the subject of the message auto-populates with the child name. When the sponsor changes the sponsored child the are writing too - the subject stays the same with the previous child's name still being the subject of the message. This is confusing to sponsors. Requesting that when the sponsor changes the sponsorship from the drop down menu - the subject automatically updates as well. RD

    1 vote
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