REACH Feedback Forum
63 results found
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Extra Line for Payment Information
Always provide an extra line for the Payment Type. Currently
Online/nothing; Check/Check Number; Cash/nothing; Manual Card/nothing.
For a custom payment type allow definition of the custom type and the second line for additional payment information/detail.
Example: Payment Type/Other Payment Info3 votesSearchable Reference Number field for donations – Added October
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Export Contribution Statements Group Filter Option
It would be a good idea to have the function to choose a group when exporting the year-end Contribution Statements, would it also be possible to choose only those supporters with donation transactions in the chosen year.
14 votesREACH now offers the ability to create and send Contribution Statements by Donation Payment Type, Groups, and Countries.
When creating a Contribution Statement Export you can now chose to Include a Group – or Multiple Groups And/Or Exclude Groups.
You can also include or exclude by Country. -
Contribution Statement - Group Export
When completing a group export of Contribution Statements it would be great to be able to select
certain groups, places, projects to email out to supporters. Currently there are not any editable abilities.5 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 voteClick the bell icon in the admin console to view a list of your open and recent tasks.
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Contribution Statements - Email option
We can print a batch of contribution statements but the email option to supporters is plain, centered only, and leaves a large blank space. Basically useless at this time.
2 votesYou can use custom email templates when building the email that goes out with the contribution statement.
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Add a supporter column in task list for various tasks
list supporter name as a column in task list for past due pmts and failed recurring pmt tasks. It is super time consuming to click through each task following the links to get to the supporter only to do it several more times for the same supporter. This would allow us to sort by supporter and deal with all their issues at once rather than clicking back and forth.
7 votes -
We would like Reach to automatically record individual receipt numbers for all payments and donations rather than just Online donations.
In Australia it is a requirement that all donations have an individual receipt number. I request that all donation payments have an automatic receipt number allocated and not just the Online donations. Thanks
6 votes -
a serialized year end canadian tax receipt.
Canada requires, if you are going to produce year end receipts only, which a lot of charities do, to have a serialized receipt that provides the totals given for the year and a receipt number that cannot be reused. It would also be nice to be able to set the starting point for the receipt number. i.e. 20180001 for receipts from 2018.
10 votes -
Account Without Email Address
Setting up an account without an email address
1 voteA REACH Admin can create a new Supporter Account without an email address. A Username can be added instead so a supporter can log in.
When created, a unique system dummy address will be assigned to the supporter. This can be updated at a later date if the supporter would like to enter an Email Address.
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Add Donor Name to Failed Recurring Donation Tasks
It would be really helpful if there was a way to add the Donor Name to the automatically created Tasks for "Failed Recurring Donations".
7 votesThe donor’s name has been added to the task text.
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activity tracking
Add system generated/automated email activity to supportes account under the activity tab. ie. failed attempt and pmt confirmation emails.
2 votes -
Search by donation amount
It would be nice to be able to do a search by donation amount. I remembered a large donation amount but could not remember who gave and had to run a donation detail report and sort to find.
2 votes -
Offline Direct Deposit
Can we please have an Offline Direct Deposit Payment category where we can record recurring donations which were set up from the donor's side with the bank. This payment type must allow us the ability to set it as a recurring donation. We are not asking for a payment type to take or set up direct deposits but rather just a mechanism to record recurring donations set up by the donor.
15 votes -
Text to Give: Long codes cause table to render poorly
When I used the Text Code BLOCKTOBER2017, the table in the Text to Give Setup page renders with the text code overwriting the Usage.
1 vote -
Tax recepting system for Canadian based charities
Canadian based charities issue tax receipt to its supporters. We would like to generate a serialized Tax receipts based on the amount donated which is already in REACH system.
14 votesAn example mail merge of a Canadian tax receipt is now available.
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New Supporter easy access
I can see from the dashboard that I have new supporters in the last 30 days, and when you click on "New Supporters" I'm taken to the list of all supporters. I want to be able to access and see from the dashboard, my new donors.
8 votesThis feature was added 4/10/18.
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Dropdown List of Countries and Text blocks in Custom Forms
It would be great to have available the Country Field by way of a dropdown list while creating a custom form. These countries would need to be linked to the supporters record field within the database. We also need to add Custom Headers and Text Blocks into forms with divider lines.
15 votes -
18 votes
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Clickable link to supporters account when I am in a recent note from the Dashboard.
Clickable link to supporters account when I am in a recent note from the Dashboard.
1 vote -
In-Kind Tracking
Having the option to track In-Kind Donations, such as Gift Donations and Service Donations.
Additionally, being able to generate the appropriate reporting as well.
17 votesIn kind donations can be tracked using the custom payment type functionality in REACH.
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