REACH Feedback Forum
122 results found
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More control with Email notifications for admins
As of now, every time we update a child in the sponsor list an email goes out to admins. When we batch update pictures for many kids, an email goes out for each of those kids. The process then becomes update kids, clean out email. It would be nice for some more control with ALL of the notifications received. There are some in our organization that don't need any notifications for that and other things.
Some more control there would be appreciated.
1 vote -
Add the GL Code to the PROJECT export.
To verify the PROJECT GL Codes - add the GL Code to the PROJECT export.
It would also be helpful to add the GL Code any other data area export.
1 vote -
Cross Link Records
It's a way to connect people with a relationship. i.e. family members who are living in different places, such as children or parents. Also linking people to a business or a foundation. For example, a person may be on the board of a Foundation that gives, and they may give individually. Linking the records insures the relationship is understood and connected.
1 vote -
Will I be able to run reports from the activities in this area? The idea is that for any time frame, I could get a report that shows h
A client wants to be able to run reports from activities in the New Contact Task> Select Activity area. The idea is that, for any time frame, they could get a report showing how many people had cultivation touches, how many appreciations touches, and how many solicitations.
1 vote -
Campaigns to be able to support sponsorships rather than simply donations
Campaigns should be able to support sponsorships rather than simply donations. This would facilitate things like Ambassador programs in which we have individuals do peer to peer enlisting of sponsorships rather than only donations.
1 vote -
Add Action on Donation to Email receipt
We need to have an Action that lets you Email the receipt for a single donation to the end user without having to Print the receipt and then manually emailing to the donor.
1 vote -
Communcations > Emails
Communication > Emails
Tried to send an email to a group with a file attached but there is no option to preview any attached files before sending. Unfortunately the email sent with no attachment despite saying the file had been uploaded successfully before sending. Is it possible to improve the attachments fields in 'new emails' and add a preview button so that reports and letters can be successfully attached to outgoing emails? Thanks
1 vote -
Add sponsorship type to "Supporters" Report
Need a sponsorship type on the supporters report. I need to filter the type of sponsorship in this particular report, because I need to the option to filter by contact preference. As of now, I can't find any way to filter by contact preference and sponsorship type.
1 vote -
Create a report of missionaries
I would like to be able to run a report of missionaries that can be sorted based on sponsorship status, by country, etc.
1 vote -
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.
1 vote -
Please remove strike throughs on tasks.
Having strike throughs on task notes makes it super hard to read. I read these to give me an idea on what's been done with the donor. I know that if I open each note the strike through disappears but this takes time that could be saved if I could read the task without strike throughs. Reach explained this was done to show that the task was complete. Having the box checked as complete does tell me the task is completed. Having it unchecked means it's not completed. Strike throughs on text just make it hard to read.
1 vote -
Task Listed Most Recent First
I would like the tasks listed so that I can see the most recent contact on the main screen going backward in dates from there so that the oldest contacts are last. As it stands now, I have to scroll through the tasks to find what was done last instead of being able to see if quickly on the screen. Donations are listed in this way with the most current donations being the most obvious, which makes sense. But tasks are listed just the opposite.
1 vote -
Event specific triggered emails
Can REACH add a feature for individual event notifications? Our organization is about to host multiple events in different locations simultaneously. Liquid tags are insufficient to send detailed event-triggered emails that are specific to the event the attendee has registered for.
1 vote -
Add the ability to choose more than one GROUP when sending an email
Although I know this is possible by running a report the pulls by group, it would be much more efficient if we could just choose more than one group from the drop down when sending an email using the Communication | Emails interface.
I'm imaging it working just like choosing multiple options when runninga report. "Cntl click click click" to choose 3 groups.
1 vote -
Automation Trigger: Campaign Pledge
I would like to be able to Trigger an Automation with a Campaign Pledge
1 vote -
Create a new dashboard widget for change in sponsorship status
We would like a dashboard widget that shows a list of any sponsorships that changed status (sponsorship status and/or program status) in the past 30 (or 90) days. I saw another suggestion for one for new sponsorships, which would be included in this request, however, we also need to see cancellations, or when a child is excused from the program or graduates. This is particularly important because sponsors can now cancel on their own through their Portal without contacting us. Also, when we eventually get our Ugandan staff trained on Reach, this will be an important tool to stay on…
1 vote -
Projects should allow specification of one-time and recurring donation amounts
We are working on a project to drive corporate sponsorships for one of our projects. You can see what I’ve done here: https://sponsor.impactinitiatives.com/projects/corporate-alliance-for-education
The project will allow a company to sponsor one of two options:
1. A full year of tuition for one or multiple of our students
2. A full year of salary for one of our teachersProblem:
In this case we want to only offer an annual payment option for the entire amount of the sponsorship and no recurring monthly option.
In other cases we would love to keep an annual recurring option.
When you look at…1 vote -
bulk
It would be great to have functionality to batch or bulk edit children. For example, hide, disable, graduate, mark as urgent need etc. It would be great to be able to do this from the reports page to batch edit children from a specific data range.
0 votes -
Bulk Edit Offline Accounts
Requesting the capability to mark multiple 'offline' accounts as current instead of editing each account individually. Specifically, this would be great for Soft Sponsorships as we may collect one bulk payment from an organization. Going into hundreds of accounts to mark each account current monthly is time consuming.
0 votes -
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.
0 votes
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