Vote for existing requests or add your own

Giving finance users the ability to reset EFTs after they default to missed

EFTs seem to disappear from being generated if they were not created/posted within a month of the expected payment date. Each time Donorfy Support team very kindly ...
Suggested by: Tara R (05 Jun, '19) Upvoted: 26 Mar, '21 Comments: 1
Done

Be able to add organisational detail as well as individual on forms

Be able to create a form where a user can add their name and organisational details and it links with their individual and organisational constituent data.
Suggested by: Verity Jones (15 Dec, '21) Upvoted: 10 Jul Comments: 0
Under consideration

Xero Integration Enhancement - data reversal

Ability to reinstate data transferred from Donorfy into Xero via the history section in the xero tab on donorfy.
Suggested by: Charles Williams (21 May, '20) Upvoted: 03 Aug Comments: 0
Under consideration

set filters in a list to inactive

it would be really helpful to be able to set a filter to inactive in a list - when you have got a long list of filters and are trying to work out why the list is not ...
Suggested by: Lindsay FIsk (02 Oct, '18) Upvoted: 05 Jun, '19 Comments: 0
Under consideration

date added on Tags

Working a lot with tags in lists, I would be nice to have the 'tag added date' a field visible and filterable. This would give us the ability to find tags added ...
Suggested by: Lindsay Fisk (23 Jul, '18) Upvoted: 03 Mar Comments: 0
Under consideration

Confidential constituent type controls for service users

We'd really like to explore using donorfy more extensively as a service user CRM which would include sensitive information and record their activities and ...
Suggested by: Richard Eccles (18 Nov, '20) Upvoted: 25 Nov, '21 Comments: 3
Under consideration

Add recruitment campaign to main page when adding constituent

Include recruitment page on the page where adding a constituent, with Name, Address, Email, connected constituent etc.
Suggested by: Clare Patterson (11 Feb, '21) Upvoted: 28 Apr, '21 Comments: 2
Not planned

Ability to narrow range of constituent search by field type, e.g. name

This suggestion seeks to speed up the process of searching for and locating a specific constituent record. As well as being able to do a general search, as at ...
Suggested by: Annette Ball (23 Sept, '20) Upvoted: 23 Feb Comments: 1
Under consideration

Improved acknowledgement/thankyou opt-out management

As a user, I would like it to be simpler to identify whether a constituent has opted out of acknowledgements in Donorfy when either entering a transaction on their ...
Suggested by: Sophie Pires (13 Feb, '20) Upvoted: 01 Feb Comments: 1
Under consideration

Add individual tabs for Activities, Transactions, RPI etc. on constituent page

Instead of having to click on the Timeline tab and then on Activity, Transactions, RPI etc. it would be much easier if they all had an individual tab so you can go ...
Suggested by: Kirsten Vinther (15 Nov, '19) Upvoted: 03 Aug Comments: 1
Not planned

Author of timeline entries shown on the entry

It would be useful to see who has added a timeline entry without wading through a change log. Could the username not just appear on the timeline entry summary ...
Suggested by: Warren (16 Aug, '19) Upvoted: 03 Aug Comments: 1
Under consideration

Split allocations in batched transactions

Currently if a donation is split between two or more funds we would need to either enter these as separate donations or go into the constituent’s profile after the ...
Suggested by: Rebekah (30 Jul, '19) Upvoted: 02 Sept, '19 Comments: 1
Done

keeping the batch in the order in which it was inputted

When we input donations into a batch, Donorfy automatically sorts them into alphabetical order of the constituents. Is there any way of keeping the batch in the order ...
Suggested by: graham bell (21 Jun, '19) Upvoted: 18 Feb, '20 Comments: 1
Under consideration

Add Google Pay/Apple Pay/Paypal to web widgets

These are features of Donorfy Forms but we like the web widgets as they can be more embedded into our website.
Suggested by: James Holt (11 Oct) Upvoted: 24 Nov Comments: 0
Planned

improve alerts on records

The current speech bubble which shows up for alerts is quite subtle and can easily be missed when people open a record. Can we instead have alerts that flash up onto ...
Suggested by: Lorraine (19 Oct, '21) Upvoted: 01 Jun Comments: 0
Under consideration

Sort Timeline so that items on the same day are sorted newest first

Can the sorting of the Timeline be updated so that the activities/items on a particular day are sorted with newest first? At the moment, if there are 3 Send to ...
Suggested by: Nick Baldwin (04 Jun, '21) Upvoted: 27 Apr Comments: 0
Under consideration

Pie chart option on each Campaign dashboard to show fundraising progress

It would be great if you could set a fundraising target for each campaign and then to have a pie chart (or similar) on the campaign dashboard to show how much you ...
Suggested by: Charlotte (28 Jun, '19) Upvoted: 03 Aug Comments: 0
Under consideration

Reporting split allocations

Please can you add the split allocation to transcation reporting in Lists. Currently only Allocation is reported and this is 0 if you have had split allocations.
Suggested by: Sarah Quarterman (03 Apr, '19) Upvoted: 03 Aug Comments: 0
Under consideration

Lists - ability to either create folders for them or filter views

Not everyone needs to see everything and it can be confusing for users trying to find a particular list
Suggested by: Nigel Hall (25 Mar, '19) Upvoted: 17 Jan, '20 Comments: 0
Done

Dashboard tiles to show total income per campaign by Charity Financial Year

To add an option on the Dashboard tiles to show Campaign by a set date e.g. Charity financial year or actual year.
Suggested by: Elanor Hoskin (17 Dec, '19) Upvoted: 07 Mar Comments: 3
Planned

Option to split funds across campaigns/departments

Sometimes we have funds raised that can be attributed for both Events and Corporate, for example, and it is only fair that both departments are credited. Is there a ...
Suggested by: Clare Patterson (18 Nov, '19) Upvoted: 14 Jan, '20 Comments: 3
Not planned

Custom fields for Constituents

The custom fields on Tags and Activities are really useful. Please can they be added to Constituents? You would need to be able to define them per Constituent Type. ...
Suggested by: Martin Thompson (25 Jul, '18) Upvoted: 12 May, '21 Comments: 3
Planned

Include 'Funding Locations' and 'Funding Preferences' as options for Constituent List filtering

As 'Funding Deadline Months' is an existing option, it would be good to have these other prospect research fields available for filtering to build tailored lists for ...
Suggested by: Sarah Timmins (11 Jan, '19) Upvoted: 06 Oct Comments: 2
Under consideration

Amend EFT amounts after generating batch

Some donations can vary month to month - Payroll giving is a good example. It seems the only work around is a combination of generating / amending RPIs / deleting ...
Suggested by: Tara R (05 Jun, '19) Upvoted: 14 Mar, '21 Comments: 1
Under consideration

Constituent Created By field.... the ability to see which user created a Constituent.

It would be useful to see a ConstituentCreatedBy field available to choose as a column in constituent lists alongside ConstituentDateAdded. It would also be nice ...
Suggested by: Janet McQuade (01 Jun, '21) Upvoted: 03 Feb Comments: 0
Under consideration

Ability to mark tasks as complete using toggle switch in 'Show All' view.

The little toggle in the tasks window in the top RH corner of the screen is useful, but when you click 'Show All' tasks, you have to go into individual tasks in order ...
Suggested by: Helen (06 Nov, '20) Upvoted: 03 Aug Comments: 0
Under consideration

Forms enhancement - Activity alert email to contain message and email from the form

All forms on websites at the moment email the message and email of the user. That's what forms do. Most even spoof the email software so that you can just click reply ...
Suggested by: Steve Tonkin (11 Jun, '20) Upvoted: 22 Dec, '21 Comments: 0
Under consideration

Download files management

Add a manage button in the account download file area to be able to delete old downloads. To save confusion and tidy up!
Suggested by: Sarah Quarterman (18 Dec, '19) Upvoted: 21 Jul Comments: 0
Under consideration

When using widgets the Campaign title is included in Statement text

When someone donates using a HTML widget and pays with stripe the campaign title goes with Statement text so you can differentiate when checking your stripe account. ...
Suggested by: Steve (10 Sept, '19) Upvoted: 14 Jul, '20 Comments: 0
Under consideration

Spell check in acknowledgements

It'd be useful to have a spell check when writing letters and emails.
Suggested by: Hazel (30 Jul, '19) Upvoted: 26 Jan Comments: 0
Under consideration

Include "Payment: Starting" as a selectable field when creating an RPI list

This will allow reports on historical RPIs to be made according to the correct start date, rather than the default "DateAdded" (date uploaded to Donorfy for any ...
Suggested by: Laurence (21 Jun, '19) Upvoted: 06 Oct, '20 Comments: 0
Under consideration

Summary Given Amount to include decimal places

The summary amount given section in the top right on a constituent record rounds the amount given to round £s - is there a way to change this so it shows the actual ...
Suggested by: Jon Edgell (11 Jan, '19) Upvoted: 16 Feb, '20 Comments: 0
Under consideration

Connections View feature: option to exclude Detail comments

It would be useful to have the option to exclude Connections Detail comments from the Connections Network feature. The current Network map is quite difficult to ...
Suggested by: Samantha Tilling (13 Nov, '18) Upvoted: 22 Jan, '19 Comments: 0
Under consideration

Ability to add a Task without it being linked to anything

Ability to add a task for someone that isn't linked to a constituent, opp or whatever.
Suggested by: Robin Fisk (30 Jun, '16) Upvoted: 03 Aug Comments: 0
Under consideration

Soft Credits List

New List type - soft credits
Suggested by: Robin Fisk (04 Apr, '16) Upvoted: 14 Nov, '19 Comments: 0
Done

Lists: show number of rows returned at the top of the display as well as the bottom

It is annoying to have to scroll down to the bottom to see the number of rows returned
Suggested by: Sarah Quarterman (06 May, '20) Upvoted: 25 May Comments: 3
Under consideration

Reinstate "Total Given" in the headline summary of a constituent's record

Donorfy has removed the "Total Given" in the headline summary of a constituent's record. This is now in a more detailed section within the expanded view. This is ...
Suggested by: Rebecca McLoughlin (04 May, '21) Upvoted: 14 Jun, '21 Comments: 2
Under consideration

Batches created by EFT

When using this for RPI entries, it would be brilliant if you could change the amount before posting. We have a few overseas donations and others where the amount ...
Suggested by: Celia Hudson (04 Mar, '20) Upvoted: 11 May, '21 Comments: 2
Under consideration

Campaigns - need from and to dates

To stop all Campaigns showing in the drop-down lists we need to be able to date-limit the time for which a campaign is included. So that old ones don't keep ...
Suggested by: Robin Fisk (06 Sept, '16) Upvoted: 25 Jan, '21 Comments: 2
Under consideration

Lists - create a 'favourites' page

I have a handful of lists I use frequently but find they get lost in all the ready made ones and they are of different list types. Can there be an option on the list ...
Suggested by: Naomi Cook (20 Apr, '21) Upvoted: 23 Feb Comments: 1
Done

Show all held data in lists

When running reports via lists Gender does not show up on reports. Additionally, If you are not tracking year in DOB (or all DOB fields) it does not show up in that ...
Suggested by: Daniel Bustillos (26 Mar, '20) Upvoted: 23 Oct, '20 Comments: 1
Done

Add Deceased tick box & Date of Death field in profile

Please can we have a date of death field next to the Date of birth field in the profile tab? Can we also have a "deceased" next to the Date of Death field? I ...
Suggested by: Laura Serratrice (01 Aug, '19) Upvoted: 28 Aug Comments: 1
Under consideration

Ability to output research notes as part of an report / list

Suggested by: Daniel Raphael (06 May, '19) Upvoted: 26 Mar, '21 Comments: 1
Planned

Ability to change the salutation default globally

How about the ability to change the salutation default globally to be eg Mr Bloggs rather than Joe? I'd prefer to avoid overwriting every single one.
Suggested by: Mark Dykes (23 Apr, '19) Upvoted: 03 Aug Comments: 1
Under consideration

Send-to-Donorfy - Reassign mis-allocated Email

Sometimes an email will be added to a record (for example our own office record) when it should have been sent to an individual's record. It would be good to be able ...
Suggested by: Joshua Curd (10 Apr, '19) Upvoted: 16 Mar Comments: 1
Under consideration

Transaction acknowledgements

It would be useful if the acknowledgements that get sent due to a transaction being added could automatically appear separately on the constituent timeline rather ...
Suggested by: Bernie (11 Jan, '19) Upvoted: 25 Nov, '21 Comments: 1
Under consideration

Be able to specify Justgiving campaign rather than defaulting to just one

When setting up the JG integration, you are asked to select a default campaign. Many charities run several campaigns at once through JustGiving so perhaps there could ...
Suggested by: Daniel Raphael (28 Nov, '18) Upvoted: 26 Jan Comments: 1
Done

Connect transaction to another whilst batching

There is an option when creating transactions through a Donorfy record��but there is no easy way of connecting another person/company to a transaction when using the ...
Suggested by: Tara Rakhes (28 Sept, '18) Upvoted: 17 Jul, '19 Comments: 1
Done

Date Awarded field within opportunities

There's currently no way to monitor the order of when grants are awarded on opportunities, apart from to use transactions or pledges. But there is often a delay ...
Suggested by: Emily (13 Sept) Upvoted: 08 Nov Comments: 0
Under consideration

ability to make user accounts inactive / blocked

When users leave the organisation, currently, there is no way to disable their account, or make them inactive. This means employees who have left organisations can ...
Suggested by: Mike M (22 Mar, '21) Upvoted: 26 Apr, '21 Comments: 0
Done

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