REACH Feedback Forum
136 results found
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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 -
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.
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 -
Send Email to Multiple Groups
It would be great if I could "Send an Email to Multiple Groups" at the same time. Currently, you can choose one group to send an email to in the Communications Tab. This can be accomplished using reports, but I'd like it to be added to the simply email interface within Communications. For instance, I'd like to send an email to a group of supporters, but I'd also like to send that same email to my "Staff" Group.
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 -
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 -
Add Sponsorships to the Order Tab for Dropdown Custom Fields
Request the ability to change the order of a custom field that is defined as Dropdown Select for a Sponsorship Type referral.
0 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?
0 votes
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