Suggestions for improving DonorDock.

Add Grant as a gift type

For our organization, grants don't fit into any of the current gift types (donation or membership). Having their own gift type would make it much easier to filter ...
Suggested by: Abby Hatfield (03 Mar, '21) Upvoted: 01 Nov Comments: 4
Planned Transactions

Allow user to delete or hide standard templates created by Donor Dock

The list of available templates is very large. As a company that creates a lot of their own templates it would be nice to get rid of some of the standard ones ...
Suggested by: Erika Rheault (13 May, '20) Upvoted: 12 Oct Comments: 2
Under consideration Templates

add ablilty to create a contact when adding a gift

When adding a gift to DonorDock using the quick add button, if a contact is not yet in DonorDock, you can create that contact when creating the gift.
Suggested by: Brenda Anderson (02 Mar, '20) Upvoted: 12 Oct Comments: 6
Under consideration

Add a User Role where they would not have access to donation records

I'd like to be able to have staff or a volunteer enter data in Donor Doc not related to finances therefore I do not want them to have access the donation records. ...
Suggested by: Gerri Leach (19 Jun, '20) Upvoted: 18 Nov Comments: 3
Under consideration Team Management

Add ability to easily switch the primary and secondary addresses

We have a lot of snowbirds in our database. It would be helpful to have a toggle to quickly indicate which is the primary address at that time. Right now I cut and ...
Suggested by: Jami Schumacher (13 May, '20) Upvoted: 11 Jul Comments: 1
Under consideration Email Marketing

Add volunteer info to the contact profile

Hello! On the donor or contact page, it would be helpful to have a section for volunteer activity and hours. Just like how there is a box for donations, memberships, ...
Suggested by: Danielle (01 Feb) Upvoted: 16 Nov Comments: 0
Under consideration Contacts

When tracking an event ticket, add the ability to track "number of tickets purchased"

Would it be possible to have a data entry point for the number of tickets being purchased? So if someone buys a $2,500 table of 10, we have a spot to put in the ...
Suggested by: Bridgette (20 Sep, '21) Upvoted: 07 Nov Comments: 1
Under consideration Events

Automatically update salutation and addressee when updating the name of a contact

Suggested by: Erika Rheault (21 Sep, '20) Upvoted: 01 Nov Comments: 0
Under consideration Contacts

When tracking activities (email, call, text) be able to add status of "received" or "sent"

allow us to track communication to us, not just from us email in call in
Suggested by: Reva Kautz (04 Apr) Upvoted: 08 Sep Comments: 2
Under consideration Activities

More easily view a Print Preview for Receipt Templates

It would be helpful to see a print preview of receipts without having to switch to the gifts menu and preview on an actual donation.
Suggested by: Bridgette Bitzegaio (17 Mar, '21) Upvoted: 06 Sep Comments: 0
Under consideration Templates

Add ability to customize columns for Contribution Statements

It would be nice if the columns included in the final Contribution Statements could be more customizable in order to be more relevant to our particular donor base. ...
Suggested by: Abby (19 Jan) Upvoted: 03 Aug Comments: 4
Under consideration Reports

Please make it possible to upload photos of donors onto the Contact profile

I appreciate putting a face to the name and this would be a great addition to the contact page.
Suggested by: Beverly Boone (27 Apr) Upvoted: 01 Sep Comments: 0
Under consideration

Dashboard: Have the ability for a printer friendly version of the dashboard

Suggested by: Ken Schweter (17 Jun, '21) Upvoted: 01 Nov Comments: 0
Under consideration Dashboard

Add the ability to give with ApplePay

ApplePay is on the rise. Would be great if we can add this as a payment option
Suggested by: Joe Batshoun (16 Dec, '21) Upvoted: 16 Nov Comments: 4
In Progress Online Giving

Allow users to customize the "New Gift Notification"

It would be really helpful to have details about the donation/donor included in the body of the email notifying us about a new donation, rather than requiring staff ...
Suggested by: Hillary Stevens (21 Oct, '21) Upvoted: 01 Aug Comments: 3
Under consideration Transactions

Add the ability to see which links are clicked from a marketing email

I like to use links in newsletters as often as possible to increase overall engagement. Sometimes I will have 2-3 links in an email. I appreciate being able to see ...
Suggested by: Molli Craddock (29 Jul) Upvoted: 07 Nov Comments: 1
Under consideration

Linking accounts through soft credit

Add the ability to link accounts through soft credits. When inputing a gift allow it to be soft credited to a specific account so as not to have to go the other ...
Suggested by: Jenny (22 Jun) Upvoted: 31 Oct Comments: 1
Under consideration

Send automated email drip series based on criteria, like "new contacts" or birthdays.

We are now using DonorDock for our mass email needs, and have moved everything over from Mailchimp; except our automated welcome email series! We are now using the ...
Suggested by: Emma (05 May) Upvoted: 01 Nov Comments: 1
Under consideration

Make it possible to Merge Campaigns

Is there a way to merge campaigns? I have multiple ones that in the import process had slight differences and created multiple campaigns. I need to combine them into one.
Suggested by: Steven Morris (24 Jan) Upvoted: 31 Oct Comments: 0
Under consideration Campaigns - Appeals - Funds Imports

Track how many people Unsubscribed from an email

Along with how many people opened and clicked on an email campaign, it can be helpful to see how many people unsubscribed.
Suggested by: John Leo (03 Aug) Upvoted: 17 Nov Comments: 2
Under consideration

Receive New Gift Notifications for Online Gifts only

Notification option to receive notifications for Online Gifts only instead of all gifts
Suggested by: Carolyn Koesterman (05 Jul) Upvoted: 25 Aug Comments: 2
Under consideration

Update addressee for contacts with spouses from "&" to "and"

In the salutation "and" is use but for the addressee "&" is used. One field or the other should be updated so that they are both the same.
Suggested by: Erika Rheault (21 Sep, '20) Upvoted: 01 Apr Comments: 2
Under consideration Contacts

Ability to search contacts from other pages

Would be great to have a search bar on all contact pages instead of having to navigate back to the Contact's page each time.
Suggested by: Elizabeth (06 May) Upvoted: 30 Jul Comments: 1
Under consideration Contacts

Add image / logo to personal email signature setting

It'd be nice to have the personal email signature allow for adding a logo into it so it can mimic our actual email signature!
Suggested by: Kiera Coughlan (11 Jan) Upvoted: 05 Aug Comments: 1
Under consideration

Add Update Email Preferences next to Unsubscribe

Similar to Mailchimp, it would be great if people could update their email preferences and opt out of a specific marketing list instead of just unsubscribing all ...
Suggested by: Elizabeth (26 May) Upvoted: 13 Sep Comments: 0
Under consideration

Be able to choose which email to send to when using the "send email" activity

When using the "send email" activity type, be able to choose either the primary or secondary email as the recipient.
Suggested by: Jordan Maahs (23 May) Upvoted: 03 Aug Comments: 0
Under consideration

Ability to create a "Possible Duplicates" report or export

Adding the ability to create a possible duplicates report.
Suggested by: Bridgette (22 Jun, '21) Upvoted: 31 Oct Comments: 0
Under consideration Contacts Reports

Add the ability to choose which campaigns are seen on the Dashboard

Choose which of your campaigns are seen on the Dashboard view to get a quick glimpse of how they are doing.
Suggested by: Jennifer Swiers (20 May, '21) Upvoted: 24 Oct Comments: 0

Display "Job Title" for individual contacts listed as members of an organization.

When sending particular communication or reaching out to an organization, it would be helpful to look at the org and quickly see the contacts and their title at the ...
Suggested by: Erika Rheault (08 Sep, '20) Upvoted: 20 Apr Comments: 0
Under consideration Contacts

Branding Content

Add a way to set specific HEX colors and fonts for an organization's brand to email templates. Right now, every time I want to make something match brand standards ...
Suggested by: Andra (15 Jul) Upvoted: 18 Nov Comments: 1
Under consideration

View all contacts with infinite scroll and an alphabetical scrub bar

I have 1500 Contacts. Most of the time I'm not looking for just one that I could search for. I want to browse my contacts, say people whose last name begins with a ...
Suggested by: Irma Hale (02 May) Upvoted: 22 Sep Comments: 1
Under consideration

Make it easy to generate a printable version of a contact profile

It would be great to see individual "report cards" on donors that can be printed off and shown as a one-pager.
Suggested by: Erika Rheault (30 Jun, '20) Upvoted: 27 Mar Comments: 1
Under consideration Contacts

When searching contacts, It should also search secondary email address

When using an email address to search for a contact, it's important that the search function would search the secondary email address field as well
Suggested by: Philip Nguyen (10 Mar) Upvoted: 16 Nov Comments: 0
Under consideration Contacts Email Marketing

When adding a date in DonorDock, the year should default to the current year, not 2001.

If a date is entered and no year is included, the default is 2001. It would be handy to have the current year be the default
Suggested by: Stefani Roybal (22 Dec, '21) Upvoted: 25 Jul Comments: 0
Under consideration Activities Contacts Transactions

When merging contacts the "other" email should be saved as "other" or "old"

Suggested by: Elazar Green (20 Dec, '21) Upvoted: 06 Sep Comments: 0
Under consideration Contacts

Pledge Information on Campaign Pages

1) Get the gifts with the status "Pledged" to show in the "Pledged" column OR 2) (my preferred idea) Remove the "Pledged" column entirely (the status is already ...
Suggested by: Bridgette (20 Sep, '21) Upvoted: 15 Oct, '21 Comments: 0

Create a report or way to look-up donor information that has been updated from an import

After doing a batch import, it would be helpful to see a report or lookup the results of an import to show 1) new contacts created, 2) empty fields populated with ...
Suggested by: Erika Rheault (18 Aug, '20) Upvoted: 09 Jun Comments: 0
Under consideration Activities Imports

Create a data point that will track a donor/organization's fiscal year

It would be helpful to track a data point on donor/organization fiscal year beginning and end so that users can more easily decipher when it would be a good time to ...
Suggested by: Erika Rheault (30 Jun, '20) Upvoted: 16 Nov Comments: 0
Under consideration Reports

Dashboard: Customize by Calendar Year or Fiscal Year

We operate on a July 1 - June 30 fiscal year, so the "calendar year" dashboard really isn't that helpful for me. It would be great if you allowed the dashboard to be ...
Suggested by: Shelly (17 May) Upvoted: 25 Jul Comments: 1
Under consideration

split transaction

I wish Donor Dock had the ability to split a donation transaction. Sometimes we receive checks that are allotted to several of our programs and there does not seem to ...
Suggested by: Sharon (10 Aug) Upvoted: 31 Oct Comments: 0
Under consideration

Ability to make the phone number a required field for online giving pages

This would allow us to have another contact point for online givers especially recurring donors is updates are needed
Suggested by: Jenny (27 Jul) Upvoted: 10 Aug Comments: 0
Under consideration

Make sure deceased donors don't populate on Action Board items

I've had a couple of deceased donors show up on my action board. Thankfully I was very familiar with the donor and realized what was going on. If there is a way to ...
Suggested by: Becky Broadwell (08 Jul) Upvoted: 22 Sep Comments: 0
In Progress

Add Wedding Date Anniversary field to Contacts

Add a wedding Anniversary date to a individual and household record. We send anniversary cards to our donors but have no way to keep that info in the system.
Suggested by: Jenny Smith (05 Jul) Upvoted: 13 Sep Comments: 0
Under consideration

Add birthdate as a sign up form data field.

Suggested by: Bridgette Bitzegaio (13 Jun) Upvoted: 01 Sep Comments: 0
Under consideration

Organizations Linking other than employee/employer such as church/member or organization(club)/ memb

Allow Contacts to be linked to an organization as a member by a way other than employee/employer for example churches-Church and member.
Suggested by: Jenny (08 Jun) Upvoted: 01 Sep Comments: 0
Under consideration

Allow columns to be customizable on all standard reports

When you select a Report to run it automatically comes up with lots of columns which I don't want. I basically want the name and the amount and the date. You ...
Suggested by: Carolyn Hamilton-smith (08 Jun) Upvoted: 14 Nov Comments: 0
Under consideration

Add fields to list an emergency contact on each contact record

Add fields to the contact record template to list an emergency contact. Emergency Contact First and Last Name Emergency Contact Phone Number Relationship to the ...
Suggested by: Kelly (18 May) Upvoted: 12 Oct Comments: 0
Under consideration

Include completion notes, call script etc as columns in Phone Call Activity reports

Suggested by: John (04 Nov, '21) Upvoted: 16 Mar Comments: 2
Under consideration Activities

Contribution Statement Message Customization

Customizable message on contribution statement. Teh more customization the better but I would settle for a single message option.
Suggested by: Robben Luhning (14 Oct) Upvoted: 14 Oct Comments: 1
Under consideration

Action Board Due Date Filter

Have it to be able to filter in upcoming order. Right now it filters later to most recent have it actually frill down due soonest to latest would be better or the ...
Suggested by: Jenny (15 Aug) Upvoted: 16 Aug Comments: 1
Planned

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