REACH Feedback Forum
32 results found
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dashboard
Request to display Active Sponsorships on the home page dashboard. Showing total Sponsorships is misleading since this includes any who have Left the Program.
3 votes -
Improve the Tasks feature
I've been trying to utilize the Tasks feature in Reach, but it seems really clunky and broken. In other CRMs I've used, tasks are a way to create reminders for yourself to contact a constituent in the future, or to document interactions like phone calls or emails you've had with a constituent. This is extremely helpful when trying to manage relationships with hundreds of donors.
It seems like this is sort of what Reach is capable of doing, but I am encountering many issues. For instance, when I try to edit a previously logged task, it creates a duplicate record…
2 votes -
To include Address in Account Signup
To include the mailing address within the online user account signup form.
This simple inclusion helps administrators determine duplicate accounts.
2 votes -
Ability to create Supporter types
It would be helpful to have the ability to create different supporter types for individuals, organizations, etc.
Having Sponsorship Types is extremely helpful. Supporter types is equally important to our organization.
4 votes -
Notification emails for new recurring donations
I would like for Reach to have the option to send notifications to admin users when a donor signs up for a new recurring donation, similar to how we can get email notifications when a donor signs up for a new sponsorship.
6 votes -
Simple Step-by-Step Donation Form
Would be great to have an option to create a simple, embeddable step-by-step donation form to embed on a website!
1 vote -
ACH refunds to show up in Reach as a transaction.
Refunds processed by the bank don't show up in reach. It would be nice for it to match up with the actual transaction that is refunded but just showing up as a new negative transaction would also work.
3 votes -
Admin portal donations list sorting is not working
When viewing donations in the Admin portal, the sorting is not consistent. for example, when viewing pledges, if you try to sort by Status, it does something but does not sort by status. When using the search fields to get the list to a specific date range, soring resets the search rather than honoring it, and if you sort first then enter the date range, the soring is back to default. It is impossible to restrict the donations and sort at the same time.
It would also be nice to be able to sort by the supporter column in the…
3 votes -
More options for contacting donors
I noticed there are two options in the account for email preferences:
1. Yes, but only about items I donated to or sponsored
2. No thanksWhat about all the other things we email them about as soon as we get their email address? Can a third option be added? Something like, "Yes! I would like to receive e-mails"
4 votes -
Trip tags for MailChimp
When you sync REACH with MailChimp, you have the option of assigning tags to all different places within REACH. But you can not assign tags to Trips. This would be very helpful for people who use the integration with ManagedMissions.
3 votes -
effective dates on changes
Have start/end dates and/or effective dates in places such as: change in recurring donation amount; change in sponsorship support amount; custom donation form active timeframe; future cancel date for stopping a donation and/or sponsorship; 'Mark as current' have option to choose all or portion of amount with associated effective date; timestamp and/or date field associated with Graduated Status on Sponsorship and similarly Add an Active/Inactive status option with to Supporter profile.
2 votes -
Ability to delete a supporter regardless of sponsorship history.
It is frustrating not to be able to delete a supporter for any reason, especially if an error is made.
8 votes -
Conversations: Include Supporter Name and Category
Would be helpful to have the Supporter's Name and a Category included on the email notifications to admins (Sponsorship conversation or an option for supporters to select Donation, Project or a certain category) so the message can be directed appropriately without having to go to the message to see the conversation.
1 vote -
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 -
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 -
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
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