REACH Feedback Forum
133 results found
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customized response to texts
We have an online event coming up in which we are going to pitch child sponsorship opportunities to those viewing. We'd love to have the ability to say "Text SPONSOR to 615.640.3707" and then have the donor receive a message back that says something like "To sponsor a child click here: [link]". Here is an example of a service that provides this: https://www.textedly.com/features/
1 vote -
add the Preferred Name (Salutation) to the Top Donors report
Adding the preferred name (salutation) would make the top donor file easier to create year end letters
1 vote -
Make the "Export to QuickBooks" file more customizable.
When you run the "Export to QuickBooks" on the donations report, the "Account" Field always defaults to "Direct Public Support" and "Reach". We use different account names and would love to be able to customize these.
Also, the ability to populate the "Class" field with GL codes rather than placed on the end of the description would be awesome.
1 vote -
1 vote
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allow us to adjust/customize the columns displayed on the main sponsorship page
It would be very helpful to us if we could adjust/customize the information displayed in the columns on the main sponsorship tab/page...where all sponsorships are listed. There are at least two columns of information which we never use (i.e. external reference) But there is other information which it would be very helpful to see in that view, because we use it often, but currently to see it we must open each sponsorship record.
1 vote -
Sorting Media Files
When we add sponsorship images or media content, there is no option to sort by names or dates added. Sorting based on name or date will be helpful to delete the old images.
1 vote -
Simple Step-by-Step Donation Form
Would be great to have an option to create a simple, embeddable step-by-step donation form to embed on a website!
1 vote -
Report of sponsorships that get updated
When we update a child's photo and info, we generate a "Sponsorship Information Sheet" that we print and mail to the sponsors. If we could generate a "change report," and then generate labels for those sponsors, it would save a lot of time manually creating labels for the ones that have been updated.
1 vote -
Add a text box on top of the sponsor 'New Message' page of Conversations
Add a text box on the top of the 'New Message' page that sponsors see when writing a message in Conversations. Text box would allow us to enter a disclaimer for sponsor to read like, 'Please note it can take 2-4 months to receive a response from your sponsored child.' This helps manage expectation that a response will not be instantaneous. Could also be used to give sponsors writing prompts or ideas of what to write to their sponsored child. 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 -
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 -
Sum the totals in the default widget Sponsorship Stats for each column provided
We have 16 sponsorship types and 4 unique column headers. It would be very advantageous to be able to see each column summed to see at a glance on the dashboard, what our current KPIs are for Sponsorships, Sponsored Shares, Available Shares and Total Shares.
1 vote -
Drip Email for for a Reminder of an unopened conversation in the portal
Would love to have the ability to re-send to non-openers after a certain amount of days after an unopened email.
1 vote -
Add custom CSS classes to form elements
I understand that I can style forms using the existing classes, but
there are some elements who use a common class name so I cannot be specific
enough to select the element I choose. I know I can use the nth and child
of features of CSS, but that is prone to breakage in the event that the
form elements are moved.
A great enhancement to your product would be the ability to add our own
class names to form elements in a specific form.1 vote -
Automatically drop donors into support groups based on an action
So what we would like to have happen is for a donor to be automatically assigned into a group once they've written a letter. For instance, currently we are working with our "February 2023 Letter Received" group. Our current process is when a donor writes their letter within a certain time frame, I manually add them into that group. If that donor were to be automatically dropped into a group upon writing their letter, that's what we'd be looking for.
1 vote -
Reports - Add permalinks for supporters and soft supporters in the soft credits report
Currently the soft credits detail report does not include permalinks for both supporters and soft supporters. Can that be added, please?
1 vote -
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 -
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.
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
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