REACH Feedback Forum
133 results found
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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 -
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 -
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 -
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 -
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 -
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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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 -
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 -
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 -
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 -
Search on Share Type
Add the ability to search on a Share Type associated with a Sponsorship Type
2 votes -
activity tracking
Add system generated/automated email activity to supportes account under the activity tab. ie. failed attempt and pmt confirmation emails.
2 votes -
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 -
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 -
Set up a field for noting when a donation has been acknowledged (snail mail).
We currently note the thank-you letters we have sent in the donation admin notes field, but if there were a specific field for that and we could get a report based on that, we could be much more efficient about this important function. Many of our bigger donors give off-line and we need to tend to them in a personalized way.
2 votes -
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 -
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 -
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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