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: 29 May Comments: 6
In Progress Transactions

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: 19 Jun Comments: 4
Under consideration Team Management

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

Suggested by: Erika Rheault (21 Sep, '20) Upvoted: 19 Jun Comments: 0
Under consideration Contacts

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: 25 Jan Comments: 8
Under consideration

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, '22) Upvoted: 19 Jun Comments: 1
Under consideration Contacts

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, '22) Upvoted: 07 May Comments: 6
In Progress

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, '22) Upvoted: 07 May Comments: 2
Under consideration

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: 29 May Comments: 1
Under consideration Email Marketing

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, '22) Upvoted: 19 Jun Comments: 3
Under consideration Activities

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: 03 Aug, '23 Comments: 2
Under consideration Events

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: 29 May Comments: 0
Under consideration Activities Contacts Transactions

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, '22) Upvoted: 29 May Comments: 3
Under consideration

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, '22) Upvoted: 29 May Comments: 3
In Progress Contacts

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, '22) Upvoted: 29 May Comments: 2
Under consideration

Household Giving

Include gifts from each individual in the household in total household giving. Specifically on the contribution statements so a household isn't receiving multiple ...
Suggested by: Katie (06 Dec, '22) Upvoted: 14 May Comments: 1
Under consideration

Folders in Templates

It would be great to be able to create folders in Templates. As I copy or create new templates, being able to move them into folders would make things much easier ...
Suggested by: Shelly Maes (16 Nov, '22) Upvoted: 19 Mar Comments: 2
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, '22) Upvoted: 20 Jun Comments: 1
Under consideration

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 Apr Comments: 3
Under consideration Transactions

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, '22) Upvoted: 07 May Comments: 1
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, '22) Upvoted: 2 days ago Comments: 0
Under consideration

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

Suggested by: Ken Schweter (17 Jun, '21) Upvoted: 08 Sep, '23 Comments: 0
Under consideration Dashboard

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: 27 Mar Comments: 0
Under consideration Templates

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, '22) Upvoted: 01 Apr Comments: 2
Under consideration

Add "Do not Solicit" as a giving page optional field

Add a Do Not Solicit option on the giving pages.
Suggested by: Bridgette Bitzegaio (22 Nov, '21) Upvoted: 27 Mar 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: 19 Apr 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: 01 Feb Comments: 0

Recurring gift Quarterly option

It would be great to have a quarterly option for the recurring gifts. We have several donors that like to give online quarterly. Having that as a schedule option ...
Suggested by: Jenny (31 Aug, '22) Upvoted: 29 May Comments: 2
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: 17 Apr, '23 Comments: 1
Under consideration Contacts

Add birthdate as a sign up form data field.

Suggested by: Bridgette Bitzegaio (13 Jun, '22) Upvoted: 15 Nov, '23 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, '22) Upvoted: 14 Feb Comments: 0
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, '22) Upvoted: 01 May, '23 Comments: 0

Include the Soft Credit Total in the Revenue and Notable Gifts Summary Box

Including a separate total for a donor's soft credits (or a combined lifetime gifts + soft credits) would allow organizations to gain a better picture of a donor's ...
Suggested by: Heather (29 Jun, '23) Upvoted: 21 Nov, '23 Comments: 3
Under consideration

Alert when trying to email a receipt to an account without an email address

Currently, if you try to send an email receipt to an account that doesn't have an email address, you still get a green check mark saying the email has been sent and a ...
Suggested by: John Leo (29 Aug, '22) Upvoted: 14 Feb Comments: 0
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, '22 Comments: 2
Under consideration Contacts

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, '22) Upvoted: 08 Sep, '23 Comments: 1
Under consideration

Add notification option for a badge

Be able to create a notification abled badge to attach to a contact so that every time that donor gives a gift I can opt to get notifications for that donor. Example ...
Suggested by: Kristin (27 Sep, '23) Upvoted: 28 Sep, '23 Comments: 0
Under consideration

Auto Notification if duplicate contact is created

It would be helpful for a notification to pop up if a potential duplicate contact is created when adding a single contact to Donor Dock and also when contacts are ...
Suggested by: Heather P. (15 Aug, '23) Upvoted: 28 May Comments: 0
Under consideration

Add field for Gender for Contact records

Add a field to note Gender for contact records as opposed to using badges for identification
Suggested by: Carolyn Koesterman (19 Jul, '23) Upvoted: 14 Jun Comments: 0
Under consideration

Report for cumulative yearly totals for Donors with total for each year

I’ve been doing a lot of report pulling this month because we were doing a month long training with DMF, and something I think would be helpful is to have a giving ...
Suggested by: Carolyn Koesterman (05 Jul, '22) Upvoted: 29 May Comments: 0
Under consideration

Attach files to Pledge

Pledge forms are a very important document to keep track of. Currently, we have to attach this to the first payment that is a part of the pledge, but it would be so ...
Suggested by: John Leo (29 Jun, '22) Upvoted: 08 Sep, '23 Comments: 1
Under consideration

Send Contact Information entered into Online Giving Page

If a donor provides an updated mailing address while making an online donation, that information is currently lost (so as not to overwrite the old address in their ...
Suggested by: John Leo (07 Jun, '22) Upvoted: 09 May, '23 Comments: 1
Under consideration

Soft credit gift entry

There is no option to enter soft credit recipient in gift entry record. Informed that I have to enter duplicate gifts, one for DAF and one on individual soft credit ...
Suggested by: Bernie Fitzsimmons (05 Oct, '23) Upvoted: 29 May Comments: 0
Under consideration

Email notification for sign up forms

It would be helpful if a notification could be sent when a person fills out a sign up form. Similar to the new gift notification.
Suggested by: Bridgette (02 Aug, '23) Upvoted: 27 Mar Comments: 0
Under consideration

Indicate a "treat as anonymous" gift as such on the donor's overview page, not just on the gift page

When on a donor's page and viewing all past activity on the right, any gift that is marked "treat as anonymous" should have some indicator on this page as well as ...
Suggested by: Sarah A. (03 Aug, '22) Upvoted: 14 Feb Comments: 0
Under consideration

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: Carolyn Koesterman (05 Jul, '22) Upvoted: 29 May Comments: 0
Under consideration

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: 01 Feb 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: 31 Oct, '23 Comments: 0
Under consideration Activities Imports

Add a pronoun field in contact records

Add a field to allow users to record a donor's pronouns.
Suggested by: Sarah A (08 Feb, '23) Upvoted: 23 Jan Comments: 1
Under consideration

Spouse DOB nudges on the Action Board (not just donor)

I have donors where the spouse doesn't warrant a record to themselves, but I want to wish them a happy birthday to continue engaging both parties. I would love for ...
Suggested by: Becky Broadwell (07 Sep, '22) Upvoted: 14 Feb Comments: 1
Under consideration

Don't close the window by clicking outside

This is silly, but it happens to me more than I'd like to admit. I'm entering a new contact or a gift. I've filled out almost all of the fields. Then I accidently ...
Suggested by: Jenna (25 Aug, '22) Upvoted: 29 May Comments: 1
Under consideration