REACH Feedback Forum
2 results found
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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 votesUnused donation categories can be disabled. Once disabled, they will display in the Disabled area under the Active area.
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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 voteThanks for your suggestion! You can now do this by going to Settings > Donation Setup > Credit Card Setup. Learn more here: https://www.reachapp.co/reach-knowledge-base/donation-settings-knowledge-base/donation-setup/#credit-card-setup
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