REACH Feedback Forum
127 results found
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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 -
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 -
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 -
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 -
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 -
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 -
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 -
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 -
Support additional file types for attachments in Conversations.
Specifically heic file types for mac users. RD
2 votes -
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 -
Embed video in Email
I would like to be able to embed a playable video inside an email. The video could either be hosted by REACH, or hosted on another source, like YouTube.
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 -
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 -
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 -
Search on Share Type
Add the ability to search on a Share Type associated with a Sponsorship Type
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 -
Add 'External Reference ID' column to the Conversations main admin page.
Ideally between 'Unread' and 'Supporter' columns. This would allow us to differentiate which country a child is being sponsored in and who is responsible for processing the message instead of all admin individually opening every conversation. Alternatively, adding a Country column instead of External Reference ID would assist with this. RD
1 vote -
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 -
Prevent selection of same child more than once for sponsorship
Currently, a supporter can select a same child more than once and proceed for payment. Error pops-up only during the payment time that same child is selected multiple times. It will be good, if error message pops-up during the selection time. This will save supporter's time.
1 vote -
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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