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Dashboard tiles - drilldown functionality

It would be great if we could have the ability to click onto each tile and see the data that makes up the total - i.e. if I click on the 'Income this month' tile it ...
Suggested by: Leigh (11 Feb, '21) Upvoted: 23 Feb Comments: 0
Under consideration

Keep the earlier "Added" date when merging

When merging two constituents, you ideally want to keep the earlier added date regardless of which direction you want to merge as it reflects when they first became ...
Suggested by: Rebecca Hubble (27 Jan, '21) Upvoted: 16 May Comments: 0
Under consideration

List Funds alphabetically in Donation Forms

Suggested by: Fae (25 Jan, '21) Upvoted: 03 Aug Comments: 0
Under consideration

Intuitive search

Show close matches on search (allow for spelling mistakes, typos etc)
Suggested by: Cheryl (25 Nov, '20) Upvoted: 19 Aug, '21 Comments: 0
Under consideration

Make "ask amount" and "expected close date" optional fields instead of mandatory

In many cases, we are asking for a contribution towards a shortfall that the Trustees of a trust/foundation consider appropriate, rather than a specific amount. It ...
Suggested by: Christie Mackie (09 Nov, '20) Upvoted: 19 Aug, '21 Comments: 0
Under consideration

Worded Placeholder for Latest Transaction Amount

Is it possible to have another "Latest Transaction Amount" placeholder which gives the amount in words? In some correspondence we need to confirm the amount received ...
Suggested by: Jane (12 Aug, '20) Upvoted: 19 Aug, '21 Comments: 0
Under consideration

Duplicates to reference names

For the duplicate feature to use name as a reason to flag a possible duplicate. Now we have the Facebook integration this would be especially helpful as many ...
Suggested by: Lauren Sanderson (15 Jul, '20) Upvoted: 14 Mar Comments: 0
Under consideration

Lists: default the number of rows seen to 150 or else allow user to define or remember by cookies

15 is always too few! So says Rich Bee and I agree with him!
Suggested by: Sarah Quarterman (06 May, '20) Upvoted: 22 Nov Comments: 0
Under consideration

RPI reference should be able to contain more than 60 characters

Suggested by: Madeleine Ball (20 Dec, '19) Upvoted: 18 Feb, '20 Comments: 0
Done

Mass change of records

The ability to edit multiple transactions simultaneously. You would create a specific list, and then be able to add a mass change to these. I.e. moving large amounts ...
Suggested by: Liam Devenish (03 May, '19) Upvoted: 04 Feb, '20 Comments: 0
Done

Ability to reorder list column headings within Donorfy

Suggested by: Daniel Raphael (26 Apr, '19) Upvoted: 15 Aug, '19 Comments: 0
Done

Show Gift Aid amount on Transactions in the Timeline

When a Transaction has been claimed, you can tell as this additional info is shown: "Gift Aid status - Added to claim on 31/08/2018 Transaction status:Claimed ...
Suggested by: Martin Thompson (21 Nov, '18) Upvoted: 27 Jan Comments: 0
Done

Email triggers in Opportunities

Our organisation feels like it would be useful if, when an opportunity's status changes, this could trigger an email to certain people. These emails could be modified ...
Suggested by: Chris Malla (24 Oct, '18) Upvoted: 15 Dec, '20 Comments: 0
Under consideration

Send-To-Donorfy - history

As well as the "These Items Need Reviewing" it would be useful to see the recent history of Send To Donorfy traffic so that I can be sure everything I'm sending is ...
Suggested by: Robin Fisk (29 Aug, '17) Upvoted: 25 Nov, '20 Comments: 0
Under consideration

Show dates in UK format, not US format

When downloading data from Donorfy, there's no way for Excel to translate US date formats into UK date formats, which makes everything a lot harder than it should be
Suggested by: Chris Malla (29 Nov, '18) Upvoted: 28 Aug, '19 Comments: 3
Not planned

Much Loved Integration

Suggested by: Emma Carter (23 Feb, '21) Upvoted: 16 Nov Comments: 2
Under consideration

Downloads housekeeping

The 'My Downloads' tab retains all downloads for 30 days. We find that once we have downloaded a file, we do not need to retain it, or download it again - but over ...
Suggested by: Howard (23 May) Upvoted: 04 Aug Comments: 1
Under consideration

Solicitation Plan

Please could solicitation plan be added to Opportunities > Opportunities and also the Opportunities Pledge list
Suggested by: Ginny (23 Nov, '21) Upvoted: 01 Jun Comments: 1
Under consideration

Search for transactions

As the search function is currently limited to constituents, it would be great to have the option to search for specific transactions within Donorfy without having to ...
Suggested by: Laurence Cuthbert (04 Nov, '20) Upvoted: 23 Feb Comments: 1
Under consideration

Could you comma delineate the address at the top of the screen please

For an accurate quick view of the address
Suggested by: Christie Burton (04 Sept, '20) Upvoted: 08 Dec, '20 Comments: 1
Under consideration

Consent statements for JustGiving and Eventbrite

When mapping consent preferences across to Donorfy from either Eventbrite or JustGiving, both the consent statement and reason boxes are left blank. This causes us ...
Suggested by: graham bell (26 Feb, '20) Upvoted: 19 Nov, '21 Comments: 1
Under consideration

Ability to see soft-credited constituent and connected constituent in list report

Suggested by: Madeleine Ball (20 Dec, '19) Upvoted: 04 Feb, '20 Comments: 1
Done

New icon for tribute funds

We would like there to be a different icon/image used to easily identify tribute funds.
Suggested by: Madeleine Ball (20 Dec, '19) Upvoted: 18 Feb, '20 Comments: 1
Done

In lists having a connected total amount as well as all the other types of amounts

We use a constituent called "donation box" connected to a business. ( where the box is) As they are connected you see the totals raised in the pane of each ...
Suggested by: Steve Tonkin (03 Jul, '19) Upvoted: 13 Jan Comments: 1
Done

Email alert for trigger log failure

Send an email to an administrator when a trigger is failing, at a certain custom threshold. e.g. if a trigger fails (e.g. three) times in a row, email an admin with ...
Suggested by: Beth Granter (29 Oct, '21) Upvoted: 23 Dec, '21 Comments: 0
Under consideration

Add a keyword search function to opportunities

Add a keyword search function so that we can search for keywords that could be listed anywhere in the opportunity profile, for example notes or campaign items. This ...
Suggested by: Christie Mackie (09 Nov, '20) Upvoted: 17 Nov, '21 Comments: 0
Under consideration

View Totals/Summaries on Transaction Lists so you don't have to download

Often all you want from a List is the total donation about/processing cost amount/etc, so that you can quickly verify your upload, or quickly check someone's totals ...
Suggested by: Freya Whereat (22 Jun, '20) Upvoted: 21 Sept Comments: 0
Under consideration

Be able to retroactively link an Activity (e.g. Send to Donorfy) to an Opportunity.

Let's say that a Major Donor Officer sends an email to a potential major donor, and bcc's in Send to Donorfy. Donorfy will automatically create an Activity - great! ...
Suggested by: Freya (14 Jan, '20) Upvoted: 25 Jan, '21 Comments: 0
Planned

A granular visibility of Gift Aid claimed within Lists

To see at allocation level the Gift Aid Amount Claimed within Lists to aid reconciliation and reporting. This will also assist in confirming to supporters as to how ...
Suggested by: graham bell (30 Aug, '19) Upvoted: 27 Jan Comments: 0
Under consideration

Set channels to red on archiving

Archived records still appear on synced mailchimp lists so users have to set all channels to red on archiving. Can this be automatic? I can't change the synced list ...
Suggested by: Janet McQuade (15 Aug, '19) Upvoted: 20 Jul Comments: 0
Under consideration

Create and print pdf of a constituent

We should be able to export a constituent profile in pdf format which can be printed. This should include each and every detail including all of the timeline, phone ...
Suggested by: Shahzaib Khan Durrani (18 Jun, '19) Upvoted: 27 Apr Comments: 0
Under consideration

Post back Constituent ID after widget transaction

Much greater use of the API could be made by the Stripe/GoCardless widgets if after a transaction the relationship between website and Constituent were made ...
Suggested by: Andi (24 May, '19) Upvoted: 18 Oct Comments: 0
Under consideration

Linked tasks to activity

Would it be possible to include a link through from a task to an activity. Making it easier to view information included in the activity which is relevant to the task
Suggested by: Samantha Billington (19 Dec, '18) Upvoted: 13 Apr, '21 Comments: 0
Under consideration

Renaming Recurring Batches

The number of different batches are starting to mount up and the Recurring Batches have automatic names generated based on Collecting method and date range. Would be ...
Suggested by: Tara Rakhes (13 Sept, '18) Upvoted: 14 Aug, '19 Comments: 0
Under consideration

Quickbooks Intergration

It would be very useful to have an API integration with Quickbooks.
Suggested by: Edd Smith (22 Jul, '20) Upvoted: 11 Jan Comments: 3
Planned

Search for documents in activities

An ability to create a list of all activities or gift aid declarations where a document is present - and to be able to download the document from a list.
Suggested by: Rachael Hall (27 Jul, '21) Upvoted: 30 Mar Comments: 2
Under consideration

Larger text and better contrast on the menu (Accessibility)

It can be quite hard to read some of the menus and text on the side due to the small size and the colours chosen on the site. For example, the orange button ...
Suggested by: Joshua Curd (18 Oct, '18) Upvoted: 15 Jul, '19 Comments: 2
Done

Running a list on GDPR changes

Would like to run a list on changes made to the Communication preference confirmation. For example, would like to see how many records were changed because of gone aways.
Suggested by: Marisa Hobbs (23 Jun) Upvoted: 10 Aug Comments: 1
Under consideration

Ability to collect RPIs from Archived Constituents

There are occasions when someone is paying a standing order or direct debit but they are Gone Away from their address or Deceased. In this case they are Archived but ...
Suggested by: Helen Marriott (18 Aug, '21) Upvoted: 28 Aug Comments: 1
Under consideration

More than One Connection on Timeline Activities

It would be great to be able to add more than one connection to a single activity on the timeline.
Suggested by: Sophie Pomeroy (22 Jun, '21) Upvoted: 21 Sept Comments: 1
Under consideration

Merge constituents

When you mange you constituents and use merge constituents. When you search for the source constituents only active constituents should be displayed or at least you ...
Suggested by: Betina Hasforth (22 Jun, '21) Upvoted: 23 Feb Comments: 1
Under consideration

Adding Recurring payments to Paypal Integration

In order to offer consistent payment options on the forms, it would be great if Paypal could be used for recurring payments as well as for one-off payments.
Suggested by: Nick Baldwin (25 Feb, '21) Upvoted: 08 Jul, '21 Comments: 1
Under consideration

Include constituent id number in search results information

When you search for a record, could you please include the ID number, as well as name, address and email. Would be helpful for differentiating records. Thanks!
Suggested by: Claire Kercher (15 Dec, '20) Upvoted: 23 Feb Comments: 1
Under consideration

More External Key fields

Only one at the moment, need more! Different interactions with other databases who use their own URNs.
Suggested by: MelanieT (05 Oct, '20) Upvoted: 21 Jul Comments: 1
Under consideration

Add birth date to Donorfy forms feature

We currently use it as an internal tool for inputting information from paper forms about our volunteers. It would be useful to be able to add a birth date through the ...
Suggested by: Simon Rolph (31 Jul, '20) Upvoted: 02 Aug, '21 Comments: 1
Under consideration

"This Year" and "Last Year" in lists exports

The Dashboard reflects the organisation's financial year, but when it come to exporting lists, the "this year" and "last year" fields simply refer to the last 12 ...
Suggested by: Laura Serratrice (14 Jul, '20) Upvoted: 14 Mar, '21 Comments: 1
Done

List filters - can we add user created lists as a filter type for lists or list owners/creaters

Similar to how we can filter lists by campaign owner, can we filter lists by who created?
Suggested by: Charles Williams (08 Jun, '20) Upvoted: 21 Feb Comments: 1
Under consideration

Add option to search for overdue items in lists

Currently when filtering by various dates in lists, there is the option to search by date that 'Is After Today'. Would it be possible to add the inverse option - ...
Suggested by: Gavin Chappell-Bates (01 Apr, '20) Upvoted: 25 Mar, '21 Comments: 1
Planned

The main Search top right works on 3 characters

If you cannot spell or are not certain of the constituents title/name. The search would be ace if it worked of the first 3 characters. It's hard at the moment when ...
Suggested by: Steve Tonkin (26 Feb, '20) Upvoted: 25 May Comments: 1
Under consideration

Add a way to show how income is split over financial years

Currently the pledge system under opportunities allows us to add details so that we can see when payments are coming in from funders. However, it does not take into ...
Suggested by: Gavin Chappell-Bates (05 Feb, '20) Upvoted: 26 Apr, '21 Comments: 1
Under consideration

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