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I would like to see REACH do...

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117 results found

  1. Upcoming Birthdays Email to Sponsors

    It would be nice if there was an automatic email sent out to sponsors whose sponsored child has a birthday coming up. It would be a generic "your child is turning ___, wish him/her a happy birthday!" maybe a few days before the child's birthday.

    17 votes
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  2. Allow Supporters to Create Pledges

    We would like the option for Supporters to create their own pledges on a campaign and have it be reflected in the live giving thermometer.

    11 votes
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    0 comments  ·  Campaigns  ·  Admin →
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  3. 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
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    4 comments  ·  Reports  ·  Admin →
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  4. Merge Information

    When merging two files allow admin merging the two files to pick and choose which info should be used in the merged file - list next to each other and have merging person click each piece of info (sponsor name, address, phone, credit card, etc)

    10 votes
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  5. Failed transactions

    When I run the Failed Transaction report for a certain date range I get
    every transaction that failed. We follow up on failed transactions and get the donor to update the card. As a result, many of the failed transactions are not "failed" anymore, but have current recurring donations. It would be very labor intensive to go through each record! Adding an additional column in the report showing last donation date will help filter out the ones that have updated the card.

    10 votes
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    0 comments  ·  Reports  ·  Admin →
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  6. 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
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  7. 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
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  8. Add filters and sorting to the Supporter page

    When I click on the "Supporter" page, it gives me a list of every supporter without the ability to filter or. I'd like to be able to filter by whether they are disabled or not, country, and payment method (online/offline/legacy). Additionally, it would be great to be able to sort by "last visited" date.

    8 votes
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    1 comment  ·  Admin →
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  9. 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
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    1 comment  ·  General  ·  Admin →
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  10. 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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  11. Soft Credit Apply to sponsorship

    When adding a soft credit we can select a supporter whose account is credited, but we are not able to apply the credit to a specific sponsorship. Therefore monthly I need to go through all of the sponsorships paid through a soft credit and manually mark them as up to date. When selecting supporter for the soft credit, I would also like to select the sponsorship (so it will show as paid).

    7 votes
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    0 comments  ·  Sponsorships  ·  Admin →
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  12. Allow text body to autosave on 'New Message' page of Conversations.

    If a sponsor writes a message and the attachment does not properly attach (file size too large, wrong file type) - the user has to rewrite the entire message. This is frustrating for sponsors. Would also be great feature for sponsor to be able to start a letter and return to it later. RD

    7 votes
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  13. Multiple email addresses to receive notifications for the same supporter.

    For example both husband and wife want to stay updated on sponsorships and receive EOY statements.

    This appears to be the same request as this but opening a new request since the other one was marked complete. https://reachapp.uservoice.com/forums/281276-reach-feedback-forum/suggestions/31833814-accept-multiple-email-address-per-supporter

    7 votes
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    1 comment  ·  Admin →
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  14. 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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  15. 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
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    1 comment  ·  General  ·  Admin →
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  16. 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
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    1 comment  ·  General  ·  Admin →
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  17. Expose a Tags endpoint in the API

    In the UI, Supporter and Donation records can have zero or more Tags assigned. These tags are standardized and managed system-wide. Tags do not currently appear in the API from get requests to /api/v2/donations or /api/v2/supporters (or any other endpoint as far as I can tell). Especially with the recent addition of UTM parameter handling resulting in tags being applied to donations, having tags be available in the API output would be extremely helpful.

    Please consider including a tags object or array in the output of the Donations and Supporters endpoints, or any other object for which tags may be…

    6 votes
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  18. New report to show a list of supporters who have NOT communicated with their sponsored student

    Can we develop a report that allows us to see what supporters have NOT written their sponsorships (students) within a specific date range? The report now only allows for quantifiable reports show which supporter HAS written their sponsorships

    6 votes
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  19. 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
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  20. 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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    0 comments  ·  Sponsorships  ·  Admin →
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