Vote for existing requests or add your own

3 address lines for a constituent

The ability to capture 3 address lines plus town for a constituent to allow for House name, Number & Street, Village and Postal Town eg Gaston Cottage Gaston Lane ...
Suggested by: Sarah Quarterman (01 Nov, '18) Upvoted: 31 Oct Comments: 4
Pinned Planned

change the delay before a user is automatically logged out of Donorfy

Our supporter relations folks need to be able to access a supporter's record quickly when they answer the phone. Difficult when they've just been logged out because ...
Suggested by: Rich (22 Oct, '18) Upvoted: 04 Jul Comments: 2

Placeholders in email subject line

Donorfy allows us to use a range of placeholders in the body of acknowledgement emails – this is really great! We’d really like to use the `{FirstName}` ...
Suggested by: Andy Lulham (26 Jul, '19) Upvoted: 08 Nov Comments: 3
Under consideration

Postcode in CAPS

Is it possible to have the postcode field defaulted to CAPS?
Suggested by: David Moir (02 Apr, '19) Upvoted: 24 Nov Comments: 1
Under consideration

Add location-based searching

Create a list of constituents within X distance of a given point/address/constituent
Suggested by: Rich (25 Oct, '18) Upvoted: 24 Nov Comments: 3
Under consideration

Ability to filter Timeline Activity View by Activity

When you have a lot of activities on a constituents timeline, it can be hard to find the one you are looking for. For example, finding one Event Booking activity ...
Suggested by: Martin Thompson (25 Jul, '18) Upvoted: 04 Aug, '21 Comments: 2

Gift Aid Fund Breakdown Report

Currently to find out how much Gift Aid needs to be designated to each fund we have to download the whole claim, clean up the errors and then manually sort and filter ...
Suggested by: Rebekah (24 Jul, '19) Upvoted: 16 Nov Comments: 0
Under consideration

Ability to sync more fields to MailChimp

A recent example of the need of this was that I wanted to use 'Salutation' field to address my email campaign to our subscribers but was unable to automatically sync ...
Suggested by: Arun (10 May, '19) Upvoted: 10 Aug Comments: 10
Under consideration

Export tags separately in lists

I regularly need to create lists alongside information that is stored in tags. I would really like to be able to pick which tags display in the export rather than ...
Suggested by: Lucia Hull (05 Sept, '19) Upvoted: 21 Oct Comments: 7
Under consideration

To be able to go back to the last page we were on & refresh without being diverted to the home page

When we were trained on Donorfy we were told to open a second tab in our browser if we want to be in two places at once or frequently go between the two. This is fine ...
Suggested by: Rebekah (24 Jul, '19) Upvoted: 21 Oct Comments: 2
Planned Crowd pleaser

Display Donorfy number on all screens

Ensure that all screens relating to a particular constituent have that constituent's number visible
Suggested by: Rich (18 Oct, '18) Upvoted: 21 Feb Comments: 4

Mailchimp: automate the Donorfy to Mailchimp integration

At the moment, the Donorfy to Mailchimp integration has to be manually initiated from the Donorfy list. It would be very useful if this could be automated or ...
Suggested by: Martin Thompson (21 Aug, '19) Upvoted: 24 Nov Comments: 0
Under consideration

Ability to search constituents by who inputted them

Able to create lists by who added the record to Donorfy
Suggested by: Lucy Miguda (20 Nov, '18) Upvoted: 17 Nov Comments: 7
Under consideration

PayPal integration

Suggested by: Robin Fisk (19 May, '17) Upvoted: 26 Aug, '21 Comments: 8

Option to hide inactive funds in selection drop-down

At present, all the funds appear in the drop down, making it harder to find the ones we want. Option to hide inactive funds would make data entry easier
Suggested by: Rich (09 Jan, '19) Upvoted: 10 Aug Comments: 5
Under consideration

Gift Aid amount shown on timeline as part of breakdown of constituent's giving

It would be really useful to have the total for Gift Aid visible on a constituent's timeline and for this to future in the totals for campaigns so we can get an ...
Suggested by: Charlotte (19 Dec, '18) Upvoted: 26 May, '21 Comments: 3

Simple method to transfer task list to another user

As title describes, a simple method to transfer task list to another user instead of induvidually. This is especially needed when there is turnover in the workforce.
Suggested by: Ollie Thorn (17 May, '19) Upvoted: 31 Mar Comments: 2
Under consideration

Campaign default product and fund applied to transactions

As an end user, I want to be able to easily see the default product and default fund for a campaign when I select the campaign within the functionality for adding a ...
Suggested by: Sophie Pires (29 Nov, '19) Upvoted: 21 Apr Comments: 2
Under consideration

Dropdowns in custom text fields (in Tags and Activities)

As a user I need to control what goes into the text fields in tags and activities.
Suggested by: Robin Fisk (24 Aug, '17) Upvoted: 27 Sept Comments: 3
Not planned

Ability to automatically send different acknowledgments based on the amount

It would make the automated acknowledgement feature more useful if it included an option to segment the acknowledgement function by amount (ie only send automatic ...
Suggested by: Kate Barclay (13 Dec, '18) Upvoted: 29 Jul Comments: 5

Option to make tag categories mandetory for constituents

Suggested by: Ollie Thorn (05 Aug, '19) Upvoted: 17 Nov, '21 Comments: 3
Under consideration

adding a photo of consituent on the profile page of their record

It would be great to have a photo of each constituent so that fundraisers could identify their targets at an event
Suggested by: Cathy Breeze (15 Nov, '18) Upvoted: 19 Oct Comments: 3

Activity List - show custom field names rather than Text1, Text 2 etc.

Would mean selecting activity so that custom field headings can be displayed. In List definition, before results can be displayed, select Activity Type from a drop ...
Suggested by: Robin Fisk (24 Aug, '17) Upvoted: 18 Mar, '20 Comments: 1

Change User Email addresses

We'd like to be able to change user email addresses following an organisational rebrand, without creating new users with the new email addresses which would result in ...
Suggested by: Ann Roberts (28 Apr, '21) Upvoted: 22 Sept Comments: 2
Under consideration

Lists - download selected columns only to mean that!

A lot of lists include extra fields in the download such as preferred contact details. These can be extra to what we need and make the file difficult to handle. ...
Suggested by: Sarah Quarterman (18 Dec, '19) Upvoted: 17 Nov Comments: 2
Under consideration

Display Gift Aid declaration in profile

It is slow to see if a constituent has a gift aid declaration: open their profile, timeline, gift aid declaration, click on declaration It would speed our ...
Suggested by: Matt (30 Aug, '19) Upvoted: 18 Aug Comments: 1

Add the concept of Pledges for expected but unconfirmed income, option to link to Opps

Need to be able to enter a pledge - representing money that has been promised but not yet arrived. Pledges are currently in Opps, but this is different. Charities ...
Suggested by: Robin Fisk (18 Aug, '17) Upvoted: 04 Jun, '20 Comments: 6

More details in search results

When searching for a constituent, the results appear with the constituent name, address and email. It would be really helpful if this would also include their phone ...
Suggested by: Rebekah (30 Jul, '19) Upvoted: 01 Jun Comments: 0

Ethnicity & Personal Pro-Noun Box on constituent Profile

It would be really useful to have an ethnicity and a personal pro-noun box in the 'name' section of donorfy. At the moment we cannot easily record these details, ...
Suggested by: Mike M (15 Sept, '20) Upvoted: 09 Aug Comments: 4

Attach documents directly to a transaction

I know there is a work around by creating an activity for a transaction and attaching it to there, but it feels a bit roundabout as a solution. Would it be possible ...
Suggested by: Rebecca Hubble (15 Dec, '20) Upvoted: 11 May Comments: 3
Under consideration

Campaign Dashboards

1. To be able to see what money has come in from financial year rather than calendar year. 2. If a campaign runs longer than a year, be able to see previous financial ...
Suggested by: Stacey Court-Martin (16 May, '18) Upvoted: 10 Aug Comments: 0
Under consideration

Add ability to manipulate constituent connections to API

One of the few areas of functionality seemingly absent from the API is the ability to define or remove connections between constituents. This would enable closer ...
Suggested by: Rich (23 Sept, '19) Upvoted: 08 Nov, '21 Comments: 3

Show the net amount a transaction (i.e. payment amount less processing costs )

It would be handy to have the option to display the net amount of transactions (minus processing costs) on payment reports so we can submit them to auditors/reconcile.
Suggested by: Matt (17 Jan, '19) Upvoted: 11 Oct Comments: 3
Under consideration

CAF Donate integration

If their API supports it.
Suggested by: Robin Fisk (19 May, '17) Upvoted: 26 Oct Comments: 0
Under consideration

Change default number of items displayed in a list higher than 15

The default number of items displayed in a list is 15 which can be changed up to 150, but this needs to be done for every page every session. Being able to change the ...
Suggested by: Matt (30 Aug, '19) Upvoted: 07 Apr Comments: 1
Under consideration

Mailchimp: Multiple emails link to a single Campaign

Our campaigns aren't used in the conventional sense, but reflect our 'workstreams' making our system quicker and easier to use as well as giving another level of ...
Suggested by: Stacey Court-Martin (31 Jul, '19) Upvoted: 24 Nov Comments: 1
Under consideration

Check the POSTed donation data is correct before continuing

Donate pages send a POST request with some payload data to Donorfy then decides what to do next. In the case of GoCardless direct debits, it ...
Suggested by: Andy Lulham (09 Aug, '19) Upvoted: 28 Feb, '20 Comments: 0
Under consideration

Show sent financial acknowledgements on constituent timelines

Currently once financial acknowledgement emails are sent, there is no way for other users to know the constituent has been thanked. Could you add the option to log ...
Suggested by: Paula Ferguson (17 Apr, '20) Upvoted: 11 Oct Comments: 2
Under consideration

Show Campaign on Timeline Activities

We use Campaigns on Activities a lot, but you can't see them in the Timeline. You have to go into the Activity to view the campaign, which makes it tedious to find ...
Suggested by: Martin Thompson (25 Jul, '18) Upvoted: 30 Sept, '19 Comments: 1

Enhanced corporate record and employee management

Submitted on behalf of a number of Donorfy clients who got together to discuss this. If possible, we feel it would be helpful to have the following features: - ...
Suggested by: Laura Perratt (20 Jan) Upvoted: 28 Apr Comments: 0
Under consideration

Add Soft Credits to Batch Transactions

Add Soft Credits option to Batch Transactions and Batch Transactions Templates
Suggested by: graham bell (16 Oct, '19) Upvoted: 21 Apr Comments: 3

Mailing list sign-up Form and preference centre

A way to set up a Mailing list sign-up/Contact us Form so that new constituents Purpose and Channel are updated when they first sign-up without having 2 buttons? This ...
Suggested by: Fae (07 Feb, '21) Upvoted: 10 Oct Comments: 1
Under consideration

Link multiple Mailchimp campaigns to a single campaign in Donorfy

It would be really helpful to link multiple Mailchimp campaigns to a single campaign in Donorfy. This is because we will often send out a number of different ...
Suggested by: Sam Thorogood (22 Oct, '19) Upvoted: 24 Nov Comments: 1
Under consideration

Have the ability to 'create task' when entering 'Transactions' on timelines.

Similar to the 'create task' button on 'Activity' timeline entries, put the same button on 'Transaction' entries so you can create a task when entering a transaction.
Suggested by: Jill Howard-Gunasekera (04 Feb, '19) Upvoted: 16 Nov, '21 Comments: 2
Under consideration

Filter constituents by connection type in lists

Would be able to filter for a list of constituents who are connected to a certain type of constituent, e.g. all individuals who are connected to trusts.
Suggested by: Grace (11 Jan, '19) Upvoted: 17 Jul, '19 Comments: 2

Add accounting date to transaction import template

Currently there is only one column for 'Date Received' and this populates all the date fields for the transaction once uploaded. However, this date can differ to what ...
Suggested by: Tara R (06 May, '20) Upvoted: 08 Feb Comments: 1
Under consideration

RPI reference sent to Xero instead of transaction number.

Currently the transaction number is sent to Xero as reference. Xero reconciles first by amount so when you have 20 £5 RPIs its not easy to match them up without ...
Suggested by: Naomi Cook (30 Mar, '21) Upvoted: 26 Jan Comments: 4
Under consideration

Customer Journeys as a trigger action

Currently, Donorfy only triggers automations from Mailchimp. We would like the more sophisticated Customer Journey to be an option.
Suggested by: Martin (06 Sept, '21) Upvoted: 12 Mar Comments: 3

Adjustment of accounting date in Virgin Money Giving integrations

Currently the Virgin Money Giving integration only records the date that a donation was made, unlike the JustGiving integration which will also update the 'date due' ...
Suggested by: Gavin Chappell-Bates (03 Feb, '21) Upvoted: 05 Aug, '21 Comments: 2
Not planned

Default date on Batch Problem

If the date of a batch has been set to the wrong date but then changed to the correct date after donations have already been added to the batch, the date for these ...
Suggested by: Rebekah (30 Jul, '19) Upvoted: 06 Oct, '21 Comments: 0
Under consideration

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