REACH Feedback Forum
21 results found
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Merge Information
When merging two files allow admin merging the two files to pick and choose which info should be used in the merged file - list next to each other and have merging person click each piece of info (sponsor name, address, phone, credit card, etc)
10 votesThe merge process will move all donations, sponsorships, campaigns, etc. We recommend removing any unwanted data prior to the merge, as applicable.
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Ability for admins to filter Successful Donation notifications
While admins can currently select a checkbox to receive notification of all donations, there is currently not a way to filter these down.
This is important for larger nonprofits which receive many donations throughout the day.
The UI could be similar to other options already available. See screen mockup here:
https://mb-screenshots.s3-us-west-2.amazonaws.com/searchfilters.jpgIt could have a small options link next to the Successful Donation checkbox for the additional optional settings. The options could be on a single page or in a tabbed layout.
Below are the requested additions and use cases:
Range:
This would have a minimum and maximum dollar amount.…8 votesEach of these items can ultimately be accomplished through report filtering, recurring reports, and the new Tags feature.
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Add Alipay to payment gateway methods
Add Alipay to payment gateway methods
6 votes -
dashboard
Request to display Active Sponsorships on the home page dashboard. Showing total Sponsorships is misleading since this includes any who have Left the Program.
4 votesThe Dashboard shows the total number of all Sponsorship records in REACH (Active, Left Program (Disabled) and Graduated). To pull just Active, you can click the Active tab or generate a Sponsorships Report.
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Soft Sponsor Widget
It would be nice to see all sponsorships a person holds on the front details page of a supporter's account. It would be nice if there was a widget that says 'soft sponsorships' just like there is a widget that says 'current sponsorships'
4 votesSoft sponsorships are not listed on the front page of the supporters record but are listed in a separate area on the Sponsorships tab in a supporters record.
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Share donation on sponsor's FaceBook page
Like the Twitter option at the bottom of the payment receipt, we would like to add something for Facebook that allows the donor to share on their FaceBook page. I recently learned that this can double the amount of donations received when a donor shares something on their Facebook page saying something such as "I invite you to join me in supporting..."
4 votesFacebook’s terms of use has restricted our ability to offer this.
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Customized Reports
I would like to have the ability to customize reports to be imported into donor management software which would also include custom fields to insure proper posting. I love the pre-formed reports for quick and easy reporting, but I have to manually add custom fields before submitting to Accounting and they have to manually post each transaction into the donor management software each week. A customized report could be imported directly and save time and money.
3 votesThis is already available for Pro plans working with the REACH Support Team.
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Allow a Pledge to have multiple project tagging...
As an organization at our annual fundraising event we take pledges. Many times people make one large pledge and then would like it spread to 2 or more projects we have presented at the fundraiser. I am proposing REACH to have the ability to take the pledge so I can attach to our Fundraiser and the break down the pledge as donations come in on the pledge.
3 votesSeparating a pledge at the time of data entry into the different pledges purposes provides for cleaner tracking through upcoming reports and on the supporter’s dashboard.
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Add print to report page
Adding a print option to the reports page to be able to directly print a generated report from reach, instead of using the export to excel or csv to be able to generate and print a report quickly, without having to import to a different program.
3 votes -
Sponsorship suspension
I have sponsors who sometimes need to hold off on payments for a few months. If i cancel them, then when i add them in again, it looks like their start date is recent instead of the true start date. Would love to see a suspend option added with the ability to enter a date to start back and/or to follow up to see if they are ready to start back.
3 votesAnother option for this would be to let their sponsorship lapse into past due and then use the “Mark As Current” button when they resume.
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Keep the name of the original/previous sponsored child on the sponsors page when giving the sponsor a new child.
When a child leaves our program we assign a new child to the sponsor. I will go to the sponsor's sponsorship history tab and edit putting in the new child's name. The previous child's name is then replaced by the new child which makes the donations historically inaccurate. If I stop sponsorship of the original child first then the sponsor would have to sign up again with the new child which means possibly being charged twice in one month.
3 votesThis would require you to cancel one sponsorship and then create a new sponsorship for the supporter.
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Add Favicon Customization for Portal
I think it would be great to have the ability to customize the favicon that is displayed for the REACH portal pages. We'd love to see this offered under Settings, at some point.
2 votesYou can accomplish this by using a custom theme for your REACH portal.
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A "tasks" report
Give a listing of tasks by donor
2 votesYou can review a list of all tasks for your organization by clicking on the pencil in the top right of the Admin console. This includes the purpose of the task which would include the donor, sponsorship, etc tied to the task.
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site analytics
It would be great to have a report that would pull site analytics. Which pages have people visited? What links have they clicked on? It would help us know how to better engage our audience.
2 votesREACH integrates with Google Analytics by updating your theme code and by entering your Analytics ID in the field under Settings > Base Settings > Integrations.
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We would love an area that we could record sponsor letters are received and sent.
This would be a huge asset for us and I am sure others to be able to record and track letters when they are sent and received. For example or staff in Guatemala would mark when they have sent a child letter, then our staff in the US would mark when they have sent a sponsor letter. This would help us to make sure letters and communication are happening on a regular basis.
1 voteBy setting up a custom table for the sponsorships in REACH you can track this information on the child’s record page in the Admin console.
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Password Reset Emails to be Branded
I would like to have the password reset emails branded by the name of the organization not "REACH". this helps the support to be able to identify where the email is coming from since many times they do not know about "REACH"
1 voteThe donor emails are branded using the logo file that is uploaded in the account setup section of the REACH Admin Console.
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Primary Address on Detail Page
If possible, leaving the primary address on page 1 of the detail page helps. Adding a separate tab creates more work and allows for human error of forgetting. Thank you. Shawna Cothran
1 voteThe supporter’s primary address still displays on the main details page of the supporter.
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1 vote
That is correct, this allows for account creation via Facebook, Google, or Twitter but then requires additional contact information at a later date so the organization can capture this data.
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Recurring EFT donation option
Give option to process EFT payments (checking account monthly donation) for our donors.
1 voteThis option is provided if you are using Authorize.net or Vanco as your payment gateway.
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A list of supporters and the child they are supporting
How can I create a report that shows the Sponsors and the sponsored child's information?
1 voteThis is available through the supporter CRM page and the Sponsors report.
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