Vote for existing requests or add your own

Allow download of expenses descriptions via list or directly from campaigns

To be able to export to Excel full details of expenses in campaigns
Suggested by: Cheryl (29 Jan, '20) Upvoted: 22 Nov Comments: 1
Under consideration

Ability to search on constituent number only

When you add a constituent number in the search box it usually brings a list of constituents that matched that number across the whole database, so this could be a ...
Suggested by: Patricia Malcolm (13 Nov, '19) Upvoted: 04 Feb, '20 Comments: 1
Done

Eventbrite integration shouldn't default to 'Do not contact'

When new constituents are added to Donorfy from Eventbrite, they are by default added as 'Do not contact' for preferred channel. This is irrespective of the channel ...
Suggested by: Matt (30 Jul, '19) Upvoted: 15 Jul, '20 Comments: 1
Planned

Add User Permissions to only See Constituents with Specific Tags

This would enable an administrator to only allow a standard user to see constituents that are given specific tags. For example, you could enable a user to only see ...
Suggested by: User456 (13 Jun, '19) Upvoted: 06 Dec, '21 Comments: 1
Under consideration

Ability to upload additional Prospect Research and Opportunity data

E.g. CPC scores, total giving, typical gift size - and data associated with current opportunities such as stage, assigned to, value and notes - useful for charities ...
Suggested by: Janet Ormerod (13 Feb, '19) Upvoted: 07 Jun, '21 Comments: 1
Done

Connected Activities

As well as my previous post for connected activities/soft credited transactions to appear in the correct date on all timelines, it would also be useful to have the ...
Suggested by: Lindsay Fisk (22 Feb, '18) Upvoted: 11 Nov, '21 Comments: 1
Under consideration

Multi-currency

Hi, I'm new to Donorfy and still finding my way around. While we are mostly a UK charity, we sometimes receive donations in $. I understand there are no spare fields ...
Suggested by: Sherry Shecker (30 Jan, '18) Upvoted: 04 Aug Comments: 1
Planned

Dates on GoCardless Integration to reflect day money enters bank

At the moment the dates on the GoCardless integration reflect the date Donorfy is notified by GoCardless that the payment is being sent to the bank (i.e. the day ...
Suggested by: Nick Baker (04 Nov) Upvoted: 11 Nov Comments: 0
Under consideration

Easier Transaction Date entry

When entering a new Transaction, all dates arbitrarily default to today's date. If I want to record the actual date of the Transaction I have to update the date in ...
Suggested by: Howard (05 Apr) Upvoted: 14 Jul Comments: 0
Under consideration

Account interface codes - Department and Campaign

A number of our clients want to include Campaign and Department account codes in their finance exports. Could account interface codes be added to these two fields ...
Suggested by: James Redding (26 Aug, '21) Upvoted: 28 Mar Comments: 0
Under consideration

Lists - ability to filter based on whether constituent has/does not have email

Currently there seems to be no way to filter all the constituent email addresses in one simple filter, to check whether the person has ANY active email address listed ...
Suggested by: Kayleigh Strickland (01 Jul, '21) Upvoted: 25 May Comments: 0
Under consideration

Prevent deletion of Tags

At the moment it is too easy delete Tags, and there is no "Are you sure" or any other safety net. I suggest the introduction of an "Update" button working in the ...
Suggested by: Nigel Ford (03 Jun, '21) Upvoted: 08 Nov, '21 Comments: 0
Under consideration

Registration Number Field in File Uploader

Add a field for Charity Registration Number in Fil Uploader. This is very useful when uploading Trusts data and to have a unique number for charities that could be ...
Suggested by: Amira Kaadan (22 Apr, '21) Upvoted: 01 Jun Comments: 0
Under consideration

page scrolling - constituent lists

Include a page scrolling bar at the bottom of page as well as top. If there is a long consituent list with several pages, it would be helpful to move to the next page ...
Suggested by: Marcelle (22 Apr, '21) Upvoted: 25 May Comments: 0
Under consideration

EDI and Accessibility: Web forms

Increase the font size of the web form text and the spacing between text to make it more accessible for those with visual impairments
Suggested by: Laura Perratt (04 Mar, '21) Upvoted: 13 Dec, '21 Comments: 0
Under consideration

Placeholder for Donorfy number

Please could you add a placeholder for the Donofy constituent number - it would be most useful for us who write letters to many contacts to have their "ID number" on ...
Suggested by: George Bradley (17 Feb, '21) Upvoted: 19 Aug, '21 Comments: 0
Under consideration

Add notes to tasks

Have a box for notes on each task so that the person completing the task can add extra information re the task
Suggested by: Abigail Sommers (25 Jan, '21) Upvoted: 04 Feb Comments: 0
Under consideration

Ability to preview documents/attachments rather than download them

It would be really useful to be able to click on a document or attachment in a constituent's profile/timeline and preview it on screen, rather than having to download ...
Suggested by: Helen (11 Nov, '20) Upvoted: 19 Oct Comments: 0
Under consideration

Display totals in transaction lists

Add a "summary row" to transaction lists which can display a total amount, without needing to export the file into Excel to calculate.
Suggested by: Laurence Cuthbert (07 Oct, '20) Upvoted: 21 Sept Comments: 0
Under consideration

Only show active campaigns on the drop down fields (i.e. recruitment campaign, transaction campaign)

Suggested by: lauren stoney (28 Sept, '20) Upvoted: 19 Aug, '21 Comments: 0
Under consideration

Ability to make changes in list view

It would be good to be able to make changes to transactions or activities in lists via a drop-down function (similar to how you can in batched transactions) or be ...
Suggested by: Madeleine Ball (11 Feb, '20) Upvoted: 22 Apr Comments: 0
Under consideration

Ability to tag 'connected to' constituent in connection list

A connection list only allows you to tag the constituent number i.e. the From constituent. It would be great to have the ability to also: 1. Tag the 'From' and the ...
Suggested by: graham bell (16 Jan, '20) Upvoted: 27 Oct, '21 Comments: 0
Under consideration

Create a map function that allows fundraisers to see exactly where their constituents are based

A map feature would be an incredibly helpful tool if it could allow users to see where their constituents are based. This would assist fundraisers in viewing a real ...
Suggested by: Andy (27 Nov, '19) Upvoted: 24 Nov Comments: 0
Under consideration

Move the buttons on a batched transaction

Please can you move them away from the "Add/Recent/Manage" pull downs? My colleagues keep accidentally marking all items as paid! It has caused a lot of headaches. ...
Suggested by: GeorgeB (01 Oct, '19) Upvoted: 04 Mar, '20 Comments: 0
Under consideration

Different currencies

Hi, We're a UK-based charity, but our donor base is worldwide. Donorfy currently displays all donations on constituents profile (top right corner) as £ - even ...
Suggested by: Florence Roff (28 Aug, '19) Upvoted: 04 Aug Comments: 0
Under consideration

Add National ID to Constituent List

Add National ID to Constituent List
Suggested by: graham bell (27 Aug, '19) Upvoted: 04 May, '21 Comments: 0
Planned

Add an optional notes section to Campaign Donation pages

It would be handy to give the donor the opportunity to add a comment about their donation which would pull through to the notes section under the transaction on the ...
Suggested by: Matt (09 Aug, '19) Upvoted: 04 Mar, '20 Comments: 0
Under consideration

Custom Form Builder for website sign ups

Most CRM systems have some sort of Form Builder. It'd be so useful to have this for Donorfy. The ability to build a sign up form, embed it onto our website and then ...
Suggested by: Matt (06 Aug, '19) Upvoted: 22 Oct, '19 Comments: 0
Done

Joint salutations/label name

To automatically populate the alternative label names and saluations boxes when couples are linked through their address
Suggested by: Ella (22 Jul, '19) Upvoted: 22 Apr, '20 Comments: 0
Under consideration

Be able to search on and display communication purposes in a constituent list

You can currently search on and display permitted and blocked channels, but not purposes. It would also be good to include unknown purposes (orange) as well as ...
Suggested by: Janet Ormerod (11 Jul, '19) Upvoted: 04 Mar, '20 Comments: 0
Done

Standard Users have access to only certain campaigns

At present standard users can only see their own campaigns or all campaigns. It would be really useful as an admin to assign different campaigns to different users. ...
Suggested by: steve (18 Jun, '19) Upvoted: 11 Dec, '19 Comments: 0
Under consideration

A Notes field in the Profile tab

I would like to see a Notes field in the Profile tab near the top of the page. This could be used for a) displaying any important information in a prominent place, b) ...
Suggested by: Richard (29 Apr, '19) Upvoted: 22 Oct, '19 Comments: 0
Under consideration

Have the ability to create folders for lists

For instance, be able to create a fundraising folder for all lists concerning fundraising or a folder for volunteering for all lists focused on volunteering.
Suggested by: Daniel Raphael (26 Apr, '19) Upvoted: 22 Oct, '19 Comments: 0
Done

Time stamps on the constituent timeline

When I save activity to a constituent record I can only see a date option, not a time option. When we have lots of activity on a record all on the same day, notes are ...
Suggested by: Kate Barclay (14 Mar, '19) Upvoted: 30 Sept, '20 Comments: 0
Under consideration

Opportunities - add a Submission Deadline Date to the opp

Add new field to Opps - Submission deadline - date/time New field - add to the end of Pipeline section, new row. Optional field. Default - empty. If date present, ...
Suggested by: Robin Fisk (06 Apr, '17) Upvoted: 11 Jul, '19 Comments: 0
Done

Pronouns

Ability to record pronouns on constituent profile. This is arguably more useful data to record than gender.
Suggested by: Kayleigh (27 Aug, '21) Upvoted: 30 Mar Comments: 3
Under consideration

Replicate Batch settings

The option to create a new blank batch with the same settings, so that when working with reccuring batch-types, the settings don't have to be changed every time on ...
Suggested by: Joel (20 Dec, '18) Upvoted: 04 Mar, '20 Comments: 3
Done

Bulk upload of webpages / social media tags

I have a long list of Just Giving webpages associated with my supporters that I would like to bulk upload (~1000). It should be simple to add this functionality, and ...
Suggested by: Ollie (18 Sept, '18) Upvoted: 06 Feb, '20 Comments: 3
Planned

Region field on constituent upload

To add the region field to the constituent uploader template as its currently missing.
Suggested by: graham bell (21 Nov, '19) Upvoted: 17 Mar Comments: 2
Under consideration

Add "in the list", "is not in the list","contains" and "does not contain" operators to List filters

in the list if field being filtered on is a non-dropdown text field then values in the Value part of the filter should be comma separated if field being filtered on ...
Suggested by: Robin Fisk (05 Aug, '16) Upvoted: 12 Feb, '20 Comments: 2
Done

Be able to sort connections on a profile

Currently connections are grouped by type which is great, but it would be good if within those groups they were sorted alphabetically or chronologically (e.g. by ...
Suggested by: Rebecca (11 Jul) Upvoted: 25 Aug Comments: 1
Under consideration

Forms - enable font size in branding

The text in Forms as shown in the final form is a little small - it would be great to be able to choose a preferred Font-Size in the branding section.
Suggested by: GeorgeB (14 Jun) Upvoted: 16 Jun Comments: 1
Under consideration

Improved navigation from a List

If I create a 'Constituent' list, each Constituent output from that list can be clicked on and I am taken to that Constituent. If I create an Activity or Transaction ...
Suggested by: Howard (13 Apr) Upvoted: 05 Oct Comments: 1
Under consideration

Different email are not duplicates

If Sam Smith has different e-mail address it is NOT a duplicate. Request: can we change duplicate measurement from first name + last name -> to first name + last ...
Suggested by: Dorte Harboe Hald (03 May, '21) Upvoted: 17 Jan Comments: 1
Not planned

Change the order of match method in duplicate detection

First line of address + postal code = 8, rating more likely to be a duplicate than First name + Last name + postal code = 6. This seems illogical to me, because it ...
Suggested by: Rebecca Hubble (18 Jan, '21) Upvoted: 08 Feb, '21 Comments: 1
Under consideration

Task as a trigger action

Have a task as response to a trigger, for example new Stripe transaction comes in from constituent A who is account managed by staff B, staff B automatically gets a ...
Suggested by: Rebecca Hubble (15 Dec, '20) Upvoted: 06 Oct Comments: 1
Under consideration

Processing costs to have cost centre and budget for Xero

Please could you add the option to allocate Processing Costs to a cost centre and budget in Xero as when they are uploaded they are unassigned and you have to go in ...
Suggested by: Alexandra Haswell (20 Nov, '20) Upvoted: 13 May, '21 Comments: 1
Under consideration

Pass donation value by query string

Enable a query string parameter called 'Amount' to pass the donation amount into the hosted donation form. Use case: On charity website you could create 3 custom ...
Suggested by: Ben (16 Jun, '20) Upvoted: 27 Jan Comments: 1
Under consideration

Have Lists in the 'Recents' tab actually ordered by most recent.

This is not a big deal, and by no means urgent - On the 'Recent' tab, the Lists appear alphabetically rather than ( as the name 'Recent' might suggest) by which one ...
Suggested by: Freya Whereat (04 Jun, '20) Upvoted: 23 Feb, '21 Comments: 1
Under consideration

Show connected transactions/constituents in lists

There is currently no option to filter by connected transaction amounts or connected addresses when viewing constituents in a list. This means, for example, both ...
Suggested by: Laurence Cuthbert (24 Apr, '20) Upvoted: 06 Sept, '21 Comments: 1
Under consideration

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