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You can view our current roadmap here: Customer hub
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 ...
Pinned
Planned
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 ...
Pinned
Planned
Trigger Mailchimp Supporter Journeys from Donorfy for new contacts without a manual sync
The ability to trigger Mailchimp Supporter Journeys instantaneously from Donorfy, when a new contact signs up through Donorfy. At the moment the journey is not ...
Pinned
Planned
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 ...
Pinned
Planned
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 ...
Under consideration
Add location-based searching
Create a list of constituents within X distance of a given point/address/constituent
Under consideration
Ability to search constituents by who inputted them
Able to create lists by who added the record to Donorfy
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.
Not planned
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 ...
Under consideration
More External Key fields
Only one at the moment, need more! Different interactions with other databases who use their own URNs.
Under consideration
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 ...
Under consideration
Add Refund button to Transactions
At the moment, we are having to manually refund offline transactions by creating a new transaction, entering a negative amount and then entering all the same details. ...
Under consideration
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 ...
Under consideration
Update Donorfy email Channel to Red/No when someone unsubscribes in Mailchimp
Currently if someone unsubscribes in Mailchimp, using the webhook, only mapped Purposes are updated and an activity added to their timeline, but Email channel remains ...
Under consideration
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
Under consideration
To have the ability to remove certain activity types from a Constituent's timeline summary
When you have a lot entries of a certain activity type it currently takes over the summary which makes it difficult to see a quick of view of the different things a ...
Under consideration
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}` ...
Under consideration
Security Centre: MFA Management
Add increased management options to the security centre, namely:
1. Enable admins to force MFA on all/some accounts
2. Use the settings in: Email Server Settings ...
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 ...
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 ...
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 ...
Under consideration
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.
Under consideration
Changelog of who made configuration changes
We would like to be able to see who made configuration changes. We have multiple admins which we need, but sometimes if someone does something wrong we need to know ...
Under consideration
Reduce number of activities added to timeline from Dot.digital integration
At the moment when an email is sent through dot.digital it creates an activity for
Email sent, Email clicked & Email opened.
Would it be possible to minimise the ...
Under consideration
Recruitment Campaign on merged record to be the oldest
When merging two records, the recruitment campaign is currently unchanged from the record you choose to Keep. This needs to be changed to make it a constant, ie the ...
Under consideration
Assign a Just Giving page to a non individual constituent
We would like to be able to assign Just Giving pages to non individual records such as companies, organisations or trusts.
We have many of these types of ...
Under consideration
Add default Department settings to Enthuse Integration or Campaign
We are having to update the department for each fundraising page that integrates into Donorfy.
It would be useful to have the option to set a default department ...
Under consideration
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 ...
Under consideration
Enable memberships for organisation constituent types
Currently the Membership form will only create individual memberships. Make it so organisational memberships can be created.
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 ...
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
Under consideration
Audit trail on timeline visable
If you haven't got full access, you can't see when addresses etc, have been updated/ changed on the timeline
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 ...
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.
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.
Under consideration
Ability to manually mark donations as Acknowledged with date
At the moment, Acknowledged On dates only appear if the transaction is marked as Acknowledged via a trigger. It would be great if this was always on a transaction and ...
Under consideration
Add a reference to Gift Aid contributions on Xero for easy reconciliation
We use both the HMRC Gift Aid integration and the Xero integration. When a GA claim is successful, the individual amounts are added to the related transactions in ...
Under consideration
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 ...
Under consideration
Allow pledges for multiple transactions (Charity of the Year)
rather than having just a pledge for a gift being processed having a pledge that continues to exist until someone marks it as complete would be better for monitoring ...
Under consideration
Upload transactions with more than one allocation
It would be really helpful if there was the ability to bulk upload transactions that have more than one allocation associated with the payment.
We have payments ...
Under consideration
Quickbooks Intergration
It would be very useful to have an API integration with Quickbooks.
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 ...
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 ...
Under consideration
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 ...
Under consideration
show all constituents linked to a campaign in the campaign timeline
only being able to view constituents who are "new" to the campaign is frustrating - being able to see all linked would be far more beneficial rather than having to ...
Under consideration
Simplify process for forms data to be sent in an email
Currently to get form data sent to a staff member via email, we have to set up the form, then set up a list, then set up a trigger with lots of placeholders. It's a ...
Under consideration
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.
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 ...
Under consideration