REACH Feedback Forum
133 results found
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Add a "Marketing Campaign Code" field to Donations
We have "motivation codes" for our marketing campaigns.
Right now those codes are input with many typos in the Admin Notes of a donation. Please provide us a new field for marketing campaign codes.Even a single custom field that can be added to donations would suffice.
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 -
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 -
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 -
Automatically add donors to a Group when they give to a specific purpose/project.
For instance, the admin would like to create a group for each of their Missionaries.
When a person donates toward that missionary, they would like that individual to be automatically added to a group.2 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.
2 votes -
have an option on the TAGS Data Entry Page, to eventually hide some tags from the admin view
It would be very useful to hide many of the tags we have used for past years. Is there a chance such an option could be added for each tag?
2 votes -
Weekly Supporter Campaign Summary Updates
After a supporter creates a campaign, I would like them to get weekly updates (using a "Campaign Summary" email template). This would help to keep them focused and energized.
2 votes -
Report Sorting by number
It would be very helpful if the Reach reporting could be sorted by the ID number of the people (i.e. church planter, orphan, etc.) When creating pdf's from the mail merge and reports for ledgers, the ID numbers are not in order and must be hand sorted before being able to be used. This would be a significant help and time saver.
1 vote -
Text to Give: Unable to see where codes have been used on disabled campaigns, events, et cetera
We use the text code WATER for various campaigns and events. When a campaign or event has been has been disabled, it no longer shows in the Text to Give Setup table. To reuse the custom text code, I had to enable campaigns to find which the code had been applied to, so that I could change it, thus allowing me to reuse WATER.
It would be nice to be able to see the custom codes that have been used even for disabled campaigns, events, et cetera.
1 vote -
Ability to sort within sponsorship searches
I love that you have added different options for searching through sponsorships, but when I click any of the column titles to sort them alphabetically or numerically all the results return to the search. Can you make it possible to sort by column title within the parameters of the search results?
1 vote -
Add an open or recent task list in the Dashboard. You already include Recent Notes, Recent Messages Etc.
Add an open or recent Task List in the Dashboard. You already include Recent Notes, Recent Messages Etc.
1 vote -
provide links to donor platforms such as Network for Good and Benevity
A number of corporations encourage charitable giving by matching employee donations. These corporations use platforms like Benevity and Network for Good to track and disburse funds. I currently have to manually log these into REACH. A link that allows us to download these transactions into existing donor accounts would be very helpful.
1 vote -
A Sponsorship Summit
There are no classes at the local community college on how to do sponsorship, right? We research and figure it out as we go! As an NPO with more than 800 sponsored children so far, we often wish there were opportunities for fellow organizations within the REACH family to come together, share ideas, failures/successes, fellowship and more. Like a 1 or 2 day conference. What about you?
1 vote -
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 -
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 -
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 -
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 -
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 -
Conversations: Include Supporter Name and Category
Would be helpful to have the Supporter's Name and a Category included on the email notifications to admins (Sponsorship conversation or an option for supporters to select Donation, Project or a certain category) so the message can be directed appropriately without having to go to the message to see the conversation.
1 vote
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