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I would like to see REACH do...

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3 results found

  1. Donation Tags

    The donation module has a place for tags, but when entering a manual donation, a check for instance, you have to create the donation, save it, then go back to see the tag field. I would like to see the tag field show up on the first donation input screen. We get a great number of checks and have volunteers enter them for us. This extra step is problematic for them, and leads to errors.

    20 votes
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    2 comments  ·  Donations  ·  Admin →

  2. Remove the donation categories from the admin side if they are hidden/disabled

    The dropdown list on the admin side gets bogged down with donation categories that we no longer use and can cause errors when entering donations.

    8 votes
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    1 comment  ·  Donations  ·  Admin →
    completed  ·  AdminKatie (Admin, REACH) responded

    Unused donation categories can be disabled. Once disabled, they will display in the Disabled area under the Active area.

  3. Create an alert for people who have credit cards expiring soon

    I've enabled the Catch Up Alert which notifies donors that they're behind on monthly sponsorship donations and I've enabled the notification emails telling people that their credit card is expiring soon, but I think it would be helpful if there was also an alert that could be enabled when a donor logs into their account telling them that they have a credit card on file that is expiring soon. The notification emails are helpful, but I feel this could be a nice addition.

    1 vote
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    0 comments  ·  Donations  ·  Admin →
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