Ideas for Donorfy as submitted to our Feature Upvote board. Ideas are ordered by 'new' and the 50 top matches are included. pr_ij0qakx7svgnlen 2026-05-20T11:00:11Z sug_adogql93z4wuvav 2022-12-18T11:56:18Z 2026-05-19T14:12:04Z 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 initiated until a manual sync is made between Donorfy and Mailchimp (unless the contact is already in Mailchimp - then a trigger can be used). This is not ideal for welcome journeys for new supporters. sug_n8m718upgoq0htp 2021-06-04T13:46:07Z 2026-05-19T14:12:06Z 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 Donorfy emails on the same day, the most recent one is the last one listed for that day it this is often confusing. It would be great if the most recent one was at the top. sug_3dysbr1acn9xf1o 2019-09-05T11:09:17Z 2026-05-19T14:12:02Z 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 them all being displayed in one column. If it isn't possible to filter which tags are displayed in the export, perhaps tags could be displayed in separate columns on the export spreadsheet so it is easy to delete less important information and keep the columns with the required information. sug_lp84pdxobahzgou 2019-05-10T12:08:11Z 2026-05-19T14:12:19Z 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 this information to MailChimp. sug_f2dvcl1eldja9kb 2026-05-26T13:28:36Z 2026-06-05T08:17:19Z If you have an appeal over Christmas the graph cuts off at December so any income after Christmas isn't shown on the graph. It would be good to see the whole campaign. sug_0c22xywqbkme9ib 2026-05-20T15:11:09Z 2026-06-05T08:16:48Z Would it be possible to add filters to the Trigger History view (Data Management > Triggers > Logs)? Specifically it would be useful to highlight triggers which have failed to run, as these may need administrative attention. See also: https://donorfyfeatures.featureupvote.com/suggestions/229047/email-alert-for-trigger-log-failure sug_xk0jd8lh8pwlntf 2026-05-27T10:59:30Z 2026-06-05T08:16:21Z Calculate and display a "Next Payment Date" field within RPI lists. This will help improve the accuracy of forecasting expected monthly and annual income from RPIs. sug_pw0uc48itv93fkr 2026-05-29T09:48:52Z 2026-06-05T08:16:16Z Now that Donorfy has an Access/Evo navigation bar at the top of the window, the Donorfy navigation bar (including the search, add, recent and manage facilities) scrolls with the page. Meaning each time, the user has to scroll back to the top of the page to click on them. However, the Access search bar remains visible but does not search Donorfy, which is also confusing and frustrating. I'm suggesting that the Donorfy navigation bar is also frozen, as it was before, and that there is an option to hide the Access/Evo navigation bar. sug_6eerkffg0fgnupi 2026-06-04T08:00:37Z 2026-06-05T08:15:59Z For auditing purposes this would be a very useful tool to ensure a written consent document is attached to the record. Currently there is no option to check 'written consent' has a document attached without going into each record so it would be really useful if you could pull this information off from a Donorfy List. sug_uilhqoiy7dzitmm 2026-06-04T10:56:48Z 2026-06-05T08:15:52Z On the Gift Aid Submission Download, is it possible to add the wording 'Reversal' onto any transactions that are being repaid to HMRC for easier reconciliation. It shows the wording on screen, but not once downloaded. sug_zwinbuzcn9jjtry 2018-07-25T00:00:00Z 2026-05-19T14:02:51Z 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. A situation where this would help seems to come up every time we do an implementation. For example: Schools - date of last Ofsted, number of pupils Individuals - lots of date examples Companies - VAT Number, Company Number, turnover We've tried using Tags and Activities for these, but it doesn't really work, as they're not visible enough. sug_yd3cunoiajo88ni 2025-05-30T11:06:21Z 2026-05-19T13:46:20Z Separate the tagcategory and the tagname so it can be used sug_jytht4hrc8bg3ry 2025-05-30T14:51:18Z 2026-05-19T13:46:20Z The current open text field for 'Title' leaves us open for storing inaccurate data in the CRM. Please create a drop down option that we can add suggestions to, so that these options are the only ones being imported to the CRM. sug_0052mxjm2efwkpt 2025-06-02T06:41:36Z 2026-05-19T13:46:20Z It looks as if you can import fonts info forms but not letters. We have a non-standard letter font which is used across charity communications. We recently migrated over from Raiser's Edge and are now limited in how we can use letters, at present, we are having use mail merge in Word instead. sug_4d8jbyujlltq0sp 2025-05-09T08:18:17Z 2026-05-19T13:46:21Z Add the 'previous known address' onto the timeline when merging records if the addresses are different so that we can easily keep a record. sug_omlk3dd0swq9pbz 2025-05-12T09:33:21Z 2026-05-19T13:46:21Z The text boxes are huge on the new design and it means we can't see so much information on the screen at once and have to lots of scrolling to find the information that we want. It is becoming quite frustrating. Could they perhaps be made slightly smaller? sug_uzbb6khp59gbcuf 2025-05-13T15:31:51Z 2026-05-19T13:46:21Z Make it easy to see if you are allowed to contact a constituent. Maybe by adding an icon next to their address details at the top of the profile page as to whether you can contact them or not. Could this automatically fill in when their contact preferences are updated? sug_nbwvjktslmnenlq 2025-05-16T10:53:54Z 2026-05-19T13:46:20Z Just wondering if the new look Donorfy is here to stay? Not sure if you have had other feedback about this but it really isnt working for us. We are finding the large spacing on the screens means that we have to scroll down across several screens to see e.g the constituent profile and timeline. Is it possible to change this to an opt in function? sug_skaywwzoa6ozicq 2025-05-16T10:58:27Z 2026-05-19T13:46:20Z This way we have more choice with the forms and new joiners have to give their info that we need for tracking purposes. sug_2s1s05nsylf66ex 2025-05-16T10:59:15Z 2026-05-19T13:46:20Z By having the above we wont then need to ask members for this as an additional question on the form. sug_dfi2vgeg9oro6sx 2025-05-20T09:04:52Z 2026-05-19T13:46:20Z Adding the creating and updating of soft-credits to the Donorfy API index would allow for third party integrations to map this data across rather than changing to different data types for tracking of this data. sug_r9rnkqsavgsxyqb 2025-05-20T13:33:31Z 2026-05-19T13:46:20Z Donorfy to supports incoming webhooks- for us to use outside platform for crowd funding campaigns. sug_yb0ik5fdpzzje7s 2025-05-27T14:57:37Z 2026-05-19T13:46:20Z File uploader doesn't currently allow: -Specify which email or address is used when setting the Preferred Contact Method, if the person has more than one email address/address -Uploading Funding Deadline Months, Funding Preferences and Funding Locations against Prospect data It would be great if this could be added to the file uploader sug_4tbcyrvrbtiegq7 2025-05-28T10:32:00Z 2026-05-19T13:46:20Z Please can you facilitate us being able to see when a connection was added to a record and by whom? This would be really useful in assisting the fundraising team when we decide who should steward particular supporters and when to change them due to tiering. sug_zjaveuwl9f3gkyq 2025-05-28T13:03:14Z 2026-05-19T13:46:20Z The new larger version only lets me see half boxes. Very frustrating. It would be nice to have the option to revert back to the original sizing please. Thank sug_uygsxczhl9sjxxh 2025-05-29T12:50:36Z 2026-05-19T13:46:20Z A trigger would automatically retry if it fails on the first attempt sug_bklp9lqqarnpjjt 2025-06-02T08:45:20Z 2026-05-19T13:46:20Z It is only possible to enter up to 7 digits in the 10 number fields for activities. We would really appreciate it if this limit could be increased to allow for more — ideally with no restriction on the number of digits. sug_xpap3fnosfqss4k 2025-06-12T13:02:55Z 2026-05-19T13:46:20Z sug_a1pwwdg6kvubhmc 2025-06-16T11:10:34Z 2026-05-19T13:46:20Z Whilst you can set old fundraising campaigns to inactive, this doesn't remove the inactive campaigns when you are looking for an individual campaign in event bookings lists. I would only like to see active campaigns, when I filter in event bookings lists. Due to the list getting longer and longer, its becoming more and more difficult to find the relevant campaign. sug_gicv7vghaqiaahk 2025-06-16T12:33:11Z 2026-05-19T13:46:20Z It would be useful to see what pledges have been made against a campaign in the timeline, not just what transactions have already happened (particularly useful for multi-year pledges) Similarly, to have "pledged amount" in the Analytics tab. sug_oimfk8hlgxfngdt 2025-06-18T14:35:58Z 2026-05-19T13:46:20Z I have been trying to upgrade our subscription to 3 year membership for weeks and still not actioned sug_eqf1hyemhkhfnmt 2025-06-26T08:37:02Z 2026-05-19T13:46:20Z Allows for there to be a way to understand which constituent has been added by which user. sug_ts9oipdq5bmp1ae 2025-06-27T14:51:57Z 2026-05-19T13:46:20Z Forms submitted but held due to being classed as possible spam are held in the folder: Forms > History > 'Unknown' Please could you have an automatic notification (similar to an IP address being blocked) sent to the admins. sug_2uza95dynfgzpu1 2025-07-01T15:39:58Z 2026-05-19T13:46:20Z It is possible to assign a connection as the Main Contact, but this isn't something you can pull out again in a List. You can create a connection type called main contact, but you can have multiple connections with this type (defeating the point of 'main'). The good thing about the Main Contact feature is that is limits the from/to to Organisation/Individual record types, whereas the connection does not. Therefore, it would be helpful to be able to pull a List of Main Contacts. sug_hngc6tfk9wd0jci 2025-07-03T12:00:54Z 2026-05-19T13:46:20Z When receiving a high volume of anon donations through justgiving, via various different fundraising streams (Community fundraising, fundraising events, corporate fundraising), it is currently a challenge allocating the correct product and campaign to all of these efficiently. This could be improved by enabling default setting allocation (campaign/product) for each fundraising page, as opposed to only being able to edit the default settings for Justgiving as a whole. Additionally, being able to edit transaction details via the soft credited profile would also be improve the ability to track of donations for specific campaigns sug_ggcsuba9ru4lprw 2025-07-04T10:32:58Z 2026-05-19T13:46:20Z It's not uncommon for grant applications to result in awards of sums that aren't the sum asked for - it would be helpful to be able to record separately on the opportunity page how much was applied for (ie. the current 'ask amount') vs what was actually granted. sug_fbwt5vquzyuj0h9 2025-07-04T10:47:27Z 2026-05-19T13:46:19Z It would be helpful to see how much has been paid in each batch (not just the Batch Total Amount) in the Batched Transactions area. The Total Amount only tells you how much is expected, and you have to open each batch individually to see how much was actually paid. This would speed up reconciliation. sug_g9x1b4ipzboochs 2025-07-07T08:21:52Z 2026-05-19T13:46:19Z Whilst trusts can be filtered by Funding Preferences in the in-built 'Prospects' list, these can't then be refined further by using the active tags attached to the prospects. Equally lists of trusts can be created but can't be filtered by funding preferences. It would be really useful to be able to use both these fields to search/filter in a single list. sug_hpoxwx2c8ey80ev 2025-07-07T08:41:48Z 2026-05-19T13:46:19Z At present if for any reason there is a delay in changing the stage of a bid (e.g. 'submitted' to 'successful'), there isn't any way of changing the 'successful' date to the date the decision was received - it would be useful to be able to manually update this if e.g. something has been overlooked, or picked up late if someone was out of office (in the same way it is already possible to select an earlier date for timeline activities rather than having to use the date the activity is logged). sug_018flgc97oa7o0i 2025-07-07T09:40:29Z 2026-05-19T13:46:19Z our organistion is working on reporting, and we would like to sotre many campaign targets in the campaign section of Donorfy, but there is very few fields dedicated to this. I feel Campaign KPI's needs to have its own tab in Campaigns and have a similar set up to Expenses. This would really help us enhance our reporting on power bi, as with Donorfy too much of the reporting needs workarounds due to the lack of available fields and ability to create your own text box drop downs to customise information captured - especially in campaigns sug_ei5yg2px4a4pehl 2025-07-07T13:08:41Z 2026-05-19T13:46:19Z When you download a List, you can choose the option to 'Combine people at the same address into one row in the download file' - see screenshot. This option is currently not available when downloading campaign segments, where it would be most useful as this is how we create and download data for mailings. sug_f4c6yu0tcrfh0t0 2025-07-08T09:27:19Z 2026-05-19T13:46:19Z For every list pulled, have a selection box along the left hand side - or ability to add into columns. This way users can select constituents, transactions and so on, or select all and unselect a few, and add activities to timelines, archive constituents and add tags/activities. Would be lots quicker than pulling lists and then reuploading specific actions to populate timelines/profiles and so forth. It would probably half the time I spend exporting lists, and also going through accounts manually! sug_neec5stwf0exkbk 2025-07-11T15:59:27Z 2026-05-19T13:46:19Z It would be really useful if triggers were extended to adding, updating and deleting opportunities, similar to how it operates for constituents, activities and transactions sug_huiefacpresru6m 2025-07-11T16:02:57Z 2026-05-19T13:46:19Z It would be very helpful to add both the 'days in stage' and 'days left in stage' fields available to filter and view on opportunity lists as neither is available at present but can be both seen when you look at individual opportunities. sug_qomioy3qjdsjqvv 2025-07-14T11:47:58Z 2026-05-19T13:46:19Z Add ROI to the available columns in a Campaign List so that it is easy to compare how they have performed. sug_2ztai0gy9ocymlk 2025-07-15T10:34:21Z 2026-05-19T13:46:19Z Currently when constituents get merged, the ConstituentDateAdded field often does not reflect when the original constituent was added (if the source constituent picked is the newer record). It would be more useful if the older date was picked when the merge happens. sug_n3i401mw3eeqcp8 2025-07-18T08:01:08Z 2026-05-19T13:46:14Z Is there already a way - and if not could we have a way - to allow people to attach documents to forms they submit, that then get stored in the constituent record? We are really finding Donorfy forms helpful with our website, but for this we're still having to use an alternative forms set up which is clunky. thanks sug_pecmiy3cwvdtjxj 2025-07-28T11:11:34Z 2026-05-19T13:46:14Z Allow an activity to be posted on time line when transaction allocation list is created. we use this list to create an annual tax letter for our supporters which is e-mailed / posted and a record of when this was sent would be useful for seeing engagement. Currently we take the list and then file upload through Activities tab to add the details. sug_60w2yon2elu97e0 2025-07-28T14:06:51Z 2026-05-19T13:46:14Z It's a real pain when you're having a grant application day to have to keep switching between the opportunity information and the constituent information to read the prospect notes. Or you have to copy and paste everything everywhere. If the notes you enter in the solicitation plan (when doing research) were automatically carried over to the Research notes, it would speed things up immensely. Thanks Sara sug_u5qvkdazfgfr6ta 2025-07-29T14:27:05Z 2026-05-19T13:46:14Z For one of our recent payments using a Donorfy form, we noticed that the Stripe transaction description is pulling in a “PI” number. Unfortunately, this number isn’t helpful for reconciliation for our finance team. Ideally, we’d like this field to include more meaningful information, such as the form name or an account code, which would make reconciliation significantly easier on our end. Stripe support suggested that the current API implementation is not mapping any data to the description field - and that this would solve our issue, but needs to be updated Donorfy end. Please can more meaningful information be mapped into this field. Stripe support have offered to talk though this with you if needed.