REACH Feedback Forum
35 results found
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add non tax deductible check box to batch donations please
When adding batch donations there is currently no option to add them as non tax deductible.
4 votes -
I would love to see REACH create an Mobile App to upload information
It would be great to have a mobile app to quickly upload information.
8 votes -
Video acknowledgment tool to send supporters a video thank-you message
Include a video acknowledgment tool to engage donors with a simple thank you message. The use of video increases engagement. Make it simple to create thank you videos directly from smartphones.
4 votes -
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 -
custom donation fields
As we continue to switch our historical data into this database, it would be useful to import with more flexibility regarding "Payment Type" on donations.
6 votes -
Restriction of updating record
There should be a restriction when updating the donors name in the record/ system by the donor themselves. good example for this,someone donated online and use existing email address, then the existing record will be automatic updated. where in fact they are different person and just using same email.
3 votes -
Team Member Dashboard
Make the Team pictures and descriptions its own editable tab on the dashboard like the projects/places/events...not something you have to manually enter into the code. Non-profits often face a revolving set of personnel and volunteers so these fields need to be edited often. Thus, it would be nice to have anyone able to easily change these fields without having to teach someone how to edit code.
3 votes -
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 -
Foward emails to donor records
I have used a CRM tool in the past and they had a really nice feature. Forwarding emails (from outside of reach) into the reach donor record. It adds it's to the email address of the donor that found in reach under Activity.
4 votes -
activity tracking
Add system generated/automated email activity to supportes account under the activity tab. ie. failed attempt and pmt confirmation emails.
2 votes -
Ability to sort Supporters by Zip Code when creating mailing labels
When doing bulk mailing you need to sort by Zip code so without this feature I have do export to an excel and generate my own labels via Word. It would also be nice to be able to filter by Group when creating mailing labels.
2 votes -
Grant Tracking
Having the option to mark a donation as a grant.
Additionally, being able to generate the appropriate reporting as well.
4 votes -
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 votesThanks everyone for your feedback. We will look into adding this in the first quarter of 2016.
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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 -
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
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