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137 results found

  1. 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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  2. 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
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  3. 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
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  4. 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
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  5. 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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  6. 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
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  7. 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
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    0 comments  ·  Donations  ·  Admin →
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  8. conversation archive

    Add option to multi-select and select all to archive conversations from the admin console inbox.

    3 votes
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    0 comments  ·  Sponsorships  ·  Admin →
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  9. 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
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  10. NEW Report associated with Events and Newsletter sign ups

    Generate report of all new sign ups by event or by newsletter lead

    3 votes
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  11. 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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  12. 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
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  13. 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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  14. 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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  15. 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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  16. 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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  17. 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
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  18. Search on Share Type

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

    2 votes
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  19. 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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  20. 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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