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REACH Feedback Forum

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9 results found

  1. 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.

    7 votes
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    1 comment  ·  Donations  ·  Admin →
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  2. Create additional donation amount for ACH separate from credit card

    To encourage people to pay by ACH I would like to ability to change the percentage or flat amount if the payment method is ACH vs. credit card.

    2 votes
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    0 comments  ·  Donations  ·  Admin →
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  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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  4. Soft delete merge account information

    Would it be possible to track accounts and donations that have been deleted due to a merge? The donations disappear from Reach, but unless we pull a whole new snapshot of the database (which is an hours long process, and is resource heavy) those old donations still exist in our data warehouse, and falsely increase our donations total.

    3 votes
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    0 comments  ·  Donations  ·  Admin →
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  5. Add a "Marketing Campaign Code" field to Donations

    We have "motivation codes" for our marketing campaigns.
    Right now those codes are input with many typos in the Admin Notes of a donation. Please provide us a new field for marketing campaign codes.

    0 votes
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    1 comment  ·  Donations  ·  Admin →
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  6. Adding a lock icon to the donation form.

    On a donation webinar today, there was something they mentioned that saw a 112% increase in giving as a result of a simple LOCK ICON. Maybe just some CSS to insert it. When a little LOCK ICON was present near where they entered their credit card number on their donation forms, it apparently made the user feel more secure. I have an example photo if you need one. I'd like to add it to our donation forms please.

    2 votes
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    0 comments  ·  Donations  ·  Admin →
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  7. Batch Donation Additional Options

    I like the batch donation feature. However, could you please consider adding "Default Amount" and a check box for "Occurrence" so that if it is a monthly support the admin does not have to click "Add Donation" 12 times and so on. Thank you

    3 votes
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    0 comments  ·  Donations  ·  Admin →
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  8. copy last donation feature

    We have donors who split their donations into many different categories every month. It would be great to have a "copy last donation" feature. This would pull the purpose and amounts from the last donation.

    6 votes
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    0 comments  ·  Donations  ·  Admin →
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  9. Transfer donation to a different supporter

    If a donation is entered under the wrong supporter, it must be deleted and re-entered. It would be great if when you edit a donation, the supporter name can be edited as well.

    0 votes
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    0 comments  ·  Donations  ·  Admin →
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