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User permissions based on constituent types

Restrict the records a user can view based on the constituent type. For example a trust fundraiser is restricted to only be able to view trusts. As well as enabling ...
Suggested by: Jane Griffin (09 Jan, '19) Upvoted: 04 Mar, '21 Comments: 0
Under consideration

Zapier Integration

Develop an app and connect to Zapier to facilitate easy custom itegrations
Suggested by: Maree Brown (05 Feb, '19) Upvoted: 17 Nov Comments: 2
Under consideration

Add the option to display 'amount' in Donation Form heading in History section

In Forms > History, it would be really useful to glance down the recent donations made via our website and have a tick box heading that gives me the option to display ...
Suggested by: Cara (05 May, '21) Upvoted: 01 Mar Comments: 1
Under consideration

Subject of email defaulting into notes field

when you send a document by email, can the subject of the email default into the notes field? Otherwise, in the summary of activity, all you can see is that a lot of ...
Suggested by: Janet McQuade (13 Sept, '18) Upvoted: 10 Jan Comments: 1

Improve the accuracy of the JustGiving consent mapping

The JustGiving consent statement is currently email specific. However, when this is mapped across to the preference centre the Consent for fundraising comms purpose ...
Suggested by: Jenny Weld (19 Nov, '21) Upvoted: 04 Feb Comments: 0
Under consideration

Transaction fees for RPIs

Add a field to RPIs to include a processing fee
Suggested by: Laura Perratt (04 Jun, '21) Upvoted: 17 Aug Comments: 0
Under consideration

Can you revamp the donation acknowledgement letters function please?

Needs to be much more intuitive/easier to use & change. Can they not be be based on Word templates? I'm finding it to be one of the very few things that was better in ...
Suggested by: Nigel Hall (03 Jul, '19) Upvoted: 26 Jan Comments: 0

Opportunity outcome

Abiility to record the amount actually received on an opportunity
Suggested by: Sarah Quarterman (10 Oct, '19) Upvoted: 08 Oct, '21 Comments: 3
Under consideration

Add campaign name to gift aid download

Would be helpful to allocate funds correctly
Suggested by: Nive Hall (18 Jun, '19) Upvoted: 27 Jan Comments: 1
Under consideration

Search and filter by Funding Preference Tags on Trusts and Donors

There is currently no way to filter in a list by the Funding Preference tags found in the Prospect Research section used for Trusts and donors. To be able to ...
Suggested by: Joshua Curd (12 Dec, '18) Upvoted: 07 Apr Comments: 1
Under consideration

Allow Channels to be reset back to Undefined (toggled back to amber) in the preference centre

Currently, there is no ability to reset communication channels back to undefined (amber) once they have been changed to red (consent denied) or green (consent given). ...
Suggested by: Shaun Askew (01 Feb) Upvoted: 11 May Comments: 0
Under consideration

Default fund on Batch Problem

If the fund of a batch has been set to the wrong fund but then changed to the correct fund after donations have already been added to the batch, the fund for these ...
Suggested by: Rebekah (30 Jul, '19) Upvoted: 29 Nov, '19 Comments: 0
Under consideration

Selectable dropdowns when creating a list

When creating any list make all the fields into selectable dropdowns rather than manually typing in a campaign name for example.
Suggested by: Jill Howard-Gunasekera (04 Feb, '19) Upvoted: 02 Dec, '19 Comments: 0

Multi Factor authentication

MFA for increased security
Suggested by: Nigel Hall (01 Feb, '19) Upvoted: 08 Jan, '20 Comments: 2

Click on Dashboard tiles to go straight to the details

Dashboard tiles are currently static , it would be really useful to click on tiles and see all the details of any particular tiles ( e.g fund with all the detailed ...
Suggested by: Yahya Sadiq Mufti (08 Dec, '21) Upvoted: 01 Jun Comments: 1
Under consideration

Ability to add more than email address to your email server settings

We need to be able to generate thank you emails/other donor admin etc from more than one email address.
Suggested by: Nigel Hall (02 Oct, '20) Upvoted: 10 Jan Comments: 1
Under consideration

Add a connections button in Facebook integration

Where a supporter has set up a Facebook fundraiser for us, give us the option to connect or soft credit it to another constituent. For example, if they are ...
Suggested by: Clare Patterson (29 Sept, '20) Upvoted: 19 Aug, '21 Comments: 1
Under consideration

Deceased Constituents

If a constituent is sadly deceased and their main status is changed to deceased. In the Preference Section, change the status to deceased automatically and close ...
Suggested by: David Gobert-Jones (23 Jul, '20) Upvoted: 29 Jul Comments: 1
Under consideration

Cancelled & active declarations obvious when in declaration section of a timeline

When opening the Gift Aid Declaration section of a timeline, it states the declaration date, the start date and the end date. It doesn’t state if this declaration has ...
Suggested by: Rebekah (30 Jul, '19) Upvoted: 07 Oct, '19 Comments: 1

Change Log shows who created record and when (not just subsequent changes)

To enable easier identification of why/when duplicate records were created. Feeds into staff training and database use.
Suggested by: Beckie D (22 Nov, '18) Upvoted: 11 May Comments: 1
Under consideration

Email to small groups

As a user I need to be able to email small groups of people and (update their timelines) Select recipients (choose a List) Compose and send an email Support ...
Suggested by: Robin Fisk (22 May, '17) Upvoted: 04 Mar Comments: 1
Under consideration

Add a filter/option to archive Facebook Fundraisers

Currently there is no way to be able to archive a Facebook Fundraiser once it's ended. This is annoying as the list of Facebook fundraisers is very long and it's hard ...
Suggested by: Doro Weber (19 Nov, '20) Upvoted: 03 Aug Comments: 0
Under consideration

Training Database

A copy of the client set up containing a minimum number of records. This can be used for staff training.
Suggested by: MelanieT (05 Oct, '20) Upvoted: 17 Nov Comments: 0
Under consideration

Include the fund on the batch print out

It would be really helpful for the print out for the batched transactions to include the fund. This would help with our checking process as we currently need to open ...
Suggested by: Rebekah (30 Jul, '19) Upvoted: 27 Sept, '19 Comments: 0
Under consideration

Show Active Declarations for Processed Transactions in Batched Transactions

When adding a transaction to a batch it is clear if there is a current active declaration for the constituent. However, when looking at the processed transactions it ...
Suggested by: Rebekah (30 Jul, '19) Upvoted: 27 Sept, '19 Comments: 0
Under consideration

Creating Campaigns and Batched Transactions too Confusing

All of our volunteers have found it confusing having to set up campaigns alongside setting up a batched transaction. The process is long winded and has so much to ...
Suggested by: Rebekah (30 Jul, '19) Upvoted: 27 Sept, '19 Comments: 0
Under consideration

Changing Constituent Once Added to a Batch

Once a transaction has been added to a batch, it is easy to change the date, amount and fund. But if the constituent was wrongly entered this cannot be edited in the ...
Suggested by: Rebekah (30 Jul, '19) Upvoted: 21 Jan, '21 Comments: 0
Under consideration

Time/Date/User Stamp for Activity Notes

Ability to quickly add a time/date/user name for any notes that are added to an activity
Suggested by: Gemma Cutler (08 Feb, '19) Upvoted: 26 Jan Comments: 0
Under consideration

Separate reporting for Gift Aid income

It would be great to have a way to show income received from Gift Aid that is automatically applied to Donorfy (i.e. from HMRC claims and JustGiving) separately from ...
Suggested by: Gavin Chappell-Bates (01 Apr, '20) Upvoted: 24 Mar Comments: 5
Under consideration

Add "campaign item" as a list filter

Suggested by: Christie Mackie (17 Mar, '21) Upvoted: 13 Apr, '21 Comments: 1

Add a filter of <contains> to list queries

Would be useful when filtering e.g. on a free text field such as comments or notes, to identify those which contain certain text. Currently have a <Starts with> ...
Suggested by: Janet Ormerod (13 Feb, '19) Upvoted: 12 Feb, '20 Comments: 1

Ability to create bespoke Dashboard Tiles

Would it be possible to be able to add dashboard tile types so that we can have "at a glance" reporting and stats for anything we need to see, without being limited ...
Suggested by: Sue Barrett (15 Sept, '21) Upvoted: 25 May Comments: 0
Under consideration

New "task" list type

Please can we have an option to generate a list of all active tasks assigned to all users based on specific criteria? Currently we have one main reporting opportunity ...
Suggested by: Christie Mackie (17 Mar, '21) Upvoted: 13 Apr, '21 Comments: 0
Under consideration

Add a Duplicate function to transactions (and possibly other timeline items)

It would be great to have the option to duplicate an existing transaction in a timeline. I would like to be able to press a button to duplicate the transaction and ...
Suggested by: Nick Baldwin (12 Mar, '21) Upvoted: 19 Aug, '21 Comments: 0
Under consideration

Forms thank you URL to open outside of the Iframe

The new forms is ace but if your running wordpress or any proprietary system like squarespace etc. the thank you page can look weird as it's a website in a website. ...
Suggested by: Steve Tonkin (09 Jun, '20) Upvoted: 03 Aug Comments: 0
Under consideration

Send to Donorfy - duplication checker

The Send to Donorfy function can sometimes add multiple entries where it finds the email address within the body of the email conversation. If the thread is ...
Suggested by: graham bell (02 Jan, '20) Upvoted: 27 Sept Comments: 0
Under consideration

Day only gift aid declaration

For constituent's gift aid declarations that do not tick "can be claimed for the past 4 year and future" be able to tick a box when adding the declaration to donorfy ...
Suggested by: Matt (30 Aug, '19) Upvoted: 21 Jan, '21 Comments: 0
Under consideration

Make Posting a Batch Less Permanent

Once a batch has been posted we cannot undo it. This isn’t helpful if we later find a mistake has been made such as posting against the wrong fund. If this happens we ...
Suggested by: Rebekah (24 Jul, '19) Upvoted: 28 Feb, '20 Comments: 0
Under consideration

limit users who get gift aid notification emails

at the moment everyone at admin level will be notified about the gift aid claim each month - it would be good to be able to select who gets these
Suggested by: Lindsay FIsk (02 Oct, '18) Upvoted: 17 Jul, '19 Comments: 0

Scrolling across list output

Having created a list I think it would be useful to be able to scroll across to the right to see all of the columns you have chosen for output to check your results? ...
Suggested by: Linda Kenealy (30 Aug, '19) Upvoted: 23 Feb, '21 Comments: 6

Ability to upload an excel sheet containing constituent numbers to enable a group to be tagged.

To be able to upload an excel sheet into Donorfy which contains a list of names and constituent numbers, which would then mean a tag can be added to the group of ...
Suggested by: Becs Power (05 Oct) Upvoted: 15 Nov Comments: 3

More than one email user to send outbound emails via database

Currently when you send an outbound email via a record the reply comes back to the administrator of the account. It would be great if all users within 1 charity can ...
Suggested by: Hannah Furber (16 Nov, '21) Upvoted: 15 Feb Comments: 3
Under consideration

Ability to show gifts within a date range

Ability to create a list of constituents who have given at a certain level between two specific dates
Suggested by: Laura Perratt (16 Feb) Upvoted: 12 Mar Comments: 2
Under consideration

Ability to set campaign year to financial year instead of calendar year

At the moment the campaign year can only be set by calendar year. It would be helpful for some of our campaigns to have the option to these run by financial year instead.
Suggested by: Sarah (31 Jan) Upvoted: 27 Apr Comments: 2
Under consideration

New donor notification

It would be really useful to receive a notification when someone who has not previously donated does so and is added to DF, especially if the donation is above a ...
Suggested by: Fae (07 Feb, '21) Upvoted: 03 Aug Comments: 2

Option to 'archive' old transactions in timeline

For very lengthy timelines, it would be great to have an option to click down year by year, so not all hundreds of transactions come up on the page.
Suggested by: Clare Patterson (14 Nov, '19) Upvoted: 15 Jan, '21 Comments: 2
Under consideration

Copy address to clipboard

I want to simply copy the address to the clipboard so I can start a letter in Word or similar
Suggested by: Sarah (18 Oct, '18) Upvoted: 31 Jul, '19 Comments: 2

Sentence case for First name and Surname

It is currently possible to mistype first name and surname all in lower case. Could there be an autocorrect function for this?
Suggested by: Theresa Dauncey (12 Apr, '21) Upvoted: 19 Oct Comments: 1
Under consideration

After a form submits, would like to see an option to redirect to a new tab

Options when a form is submitted are a) a message and b) redirection to another url. If the form resides in an iframe, both these options take place within the iframe ...
Suggested by: Mark Dykes (21 Sept, '20) Upvoted: 04 Jan, '21 Comments: 1
Under consideration

To be able to create a constituent list based on gender

Suggested by: Daniel Raphael (01 Jul, '19) Upvoted: 04 Jun, '21 Comments: 1

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