REACH Feedback Forum
119 results found
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Add additional categories to the Task page
Currently, the Task page shows "My Tasks," "Completed," and "All Tasks." From an administrative standpoint, it would be really helpful to have the additional categories "All Complete" and "All Incomplete," so we can have a better picture of where our organization as a whole is on completing tasks.
1 vote -
Editable Version of Print Conversation Message Template
I would like the Print Conversation Message template to generate the letter in Word or another editable format rather than PDF so we can edit if necessary. (Sometimes people include information in their message that they shouldn’t, like personal contact info/social media, etc.) Or could it be possible for the message to be edited before we generate the template? I’ve noticed the translation can be edited here but not the original message. Often, especially now, we email letters rather than print and physically send. The only way to redact information now is to print, mark out and then scan and…
2 votes -
Provide service within REACH to scrub database against USPS current database.
Provide service within REACH to scrub supporter lists against the USPS current address list. Then once the list is scrubbed, provide the report to the client showing the names of supporters whose addresses have changed, with the latest address that USPS
has for them. Then supporter's address can be updated manually from there.9 votes -
Have a drop-down selection option in custom fields that allows for more than one selection.
We have categories that have multiple selections, like favorite subjects in school, personality traits, etc. It would be useful to have a true checkbox option that allows our staff to select several items, that would then display as a list on the child's profile page.
1 vote -
Update payment details to include address update
Currently on the feature to "update current payment details" on a donor's page, the only option is to update their expiration date. Could you also add the option to update their billing address, so that if a donor's address changes we don't have to reenter all of their card information?
1 vote -
Recurring Tasks
I send out quarterly reminders to delinquent donors, but I have donors that request reminders throughout the year, whether it be monthly, annually, or bi-annually, etc. I set tasks up in donors accounts to remind me to send the reminder, and it would be really helpful if there was an option to make the task recurring so that I don't have to set up a new task for each reminder.
6 votes -
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 -
Admin-Assisted Conversations (2-Way)
For non-computer literate sponsors, we offer the opportunity to send correspondence on their behalf. However, REACH does not allow admin (our staff) assisted conversations from the sponsor to the child - only from the child to the sponsor. This is due to the fact that REACH was originally designed as an online sponsorship solution ONLY. However, we don't put these qualifications on people who wish to sponsor our children. We'd like to be able to support consistent conversation activity between sponsors and children whether they are computer literate or not. Conversations create stronger engagement and longer sponsorship relationships.
3 votes -
Customizable fields in email sponsor reports
I would like to email sponsors that need to renew the supporter name, the sponsorship name and share, and the amount due. This can be done in Mail Merge using a mail merge template but no one mails letters anymore. We need this to be in an emailable format.
5 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 -
A Sponsorship Summit
There are no classes at the local community college on how to do sponsorship, right? We research and figure it out as we go! As an NPO with more than 800 sponsored children so far, we often wish there were opportunities for fellow organizations within the REACH family to come together, share ideas, failures/successes, fellowship and more. Like a 1 or 2 day conference. What about you?
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 -
Contact preferences
It would be great to run a report to find out which supporters have opted out of email communication. I've been sending out messages, however our supporters haven't been getting them as they hadn't ticked the right box. If I'd know I could have contacted them via alternative means or ask them if they wanted to adjust their settings.
11 votes -
Shorten URL links
It would be nice to be able to shorten links. So instead of using https://aohi.reachapp.co/projects/high-school-fund we could use www.aohi.org/highschool
4 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 -
Customizable Table Headings
I would like to be able to choose what columns appear in the table on the Sponsorships admin page.Most of the information in the existing columns are not information we use (permalink, type, shares, campaigns) . It would be nice to be able to see some quick information there without having to click on the child's individual record to find it. Ie. Last name, ID number, Birthday, Age, etc. Thanks for your consideration!
4 votes -
Sponsorship Stats - Add number of children departed to show accurate # of sponsorships available.
On the dashboard, add the number of children who have departed and accurately show the number of true sponsorships available.
5 votes
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