Suggestions for improving DonorDock.

Add ability to rename a marketing list

Be able to edit marketing lists, change name of marketing list, etc.
Suggested by: Karlo Guevarra (18 Aug, '21) Upvoted: 15 Sep, '23 Comments: 0
Pinned Done Contacts

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: yesterday Comments: 5
Under consideration 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: 20 Mar 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: 20 Mar 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

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: 22 Mar, '23 Comments: 3
Done Templates

The ability to select what information is merged in with duplicates.

It would be helpful to be able to check boxes and select what data to keep when merging duplicate contacts.
Suggested by: Bridgette Bitzegaio (08 Dec, '20) Upvoted: 04 Apr, '22 Comments: 1
Archived

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: 20 Mar Comments: 0
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: 04 Mar Comments: 6
In Progress

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, '22) Upvoted: 20 Mar Comments: 5
Under consideration

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: yesterday Comments: 1
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: 14 Feb Comments: 1
Under consideration Email Marketing

Add text to donate

Support for texting appeals (text to donate) Also tracking text activities.
Suggested by: Moderator (28 Feb, '20) Upvoted: 19 Mar, '22 Comments: 2
Done

Integrate the NCOA with DD to help maintain official donor change of addresses and forwards

This would be a great help when running mailing lists to confirm all addresses are current and reduce returned mail.
Suggested by: Angela Wambach (15 Jun, '20) Upvoted: 28 Mar, '22 Comments: 2
Done

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, '22) Upvoted: 10 Oct, '23 Comments: 6
Done

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 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: yesterday Comments: 2
Under consideration Activities

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, '22) Upvoted: 07 Dec, '23 Comments: 5
Done Reports

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: 15 Feb 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: 23 Jan Comments: 1
Under consideration

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: 14 Feb Comments: 0
Under consideration Activities Contacts Transactions

Add ability to choose which giving frequencies to display on giving pages

allow people to only give monthly or annually when setting up a giving page.
Suggested by: Jordan Maahs (14 Apr, '22) Upvoted: 25 Jul, '22 Comments: 4

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: 20 Mar Comments: 3
In Progress Contacts

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

Ability to send an email template to 1 donor

I have created a happy birthday template and a donor giving anniversary template. However, when trying it out I realized I can send an email to a single donor, but I ...
Suggested by: Becky Broadwell (18 Jun, '20) Upvoted: 11 Oct, '23 Comments: 1
Done

Ability to filter upcoming tasks on the action board

be able to filter which tasks are visible next on the action board.
Suggested by: Jordan Maahs (08 Apr, '22) Upvoted: 24 May, '22 Comments: 7

Add features to manage volunteers

For small profits, DonorDock is a huge asset. It would be even more helpful if there were added features to help manage volunteers.
Suggested by: Kelly (03 Mar, '20) Upvoted: 24 Mar, '22 Comments: 5
Ideas

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: yesterday Comments: 3
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: yesterday Comments: 0
Under consideration Templates

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: 07 Dec, '23 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: 11 Dec, '23 Comments: 1
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, '22) Upvoted: 08 Sep, '23 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: 22 Jan 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: 14 Feb Comments: 0
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: yesterday Comments: 0
Under consideration

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

Multiple Email Fields

Could we have multiple email fields, similar to phone numbers, where we could add a personal and a work email for someone? And then maybe be able to mark one as ...
Suggested by: Kris Fraser (23 Jun, '20) Upvoted: 01 Mar, '22 Comments: 4
Done

Donor Retention Percentage

Calculate the Donor Retention percentage for monetary gifts and in-kind gifts separately, and also have the combined overall Donor Retention percentage.
Suggested by: Emily Yanish (01 Nov, '22) Upvoted: 18 Aug, '23 Comments: 2
Ideas

Back To Contact Not Gifts

Say I go into a contact and click on a specific gift. When I go to hit the donor dock "Back" button, it takes me back to gifts versus that specific contact. Does ...
Suggested by: Danielle Hill (04 Mar, '20) Upvoted: 06 Jan, '21 Comments: 2
Done

Emailing Year End Statements

I would love to be able to generate a year end statement with org letterhead info and a custom message that can be emailed to each donor from within the program. It ...
Suggested by: Stephanie (04 Mar, '20) Upvoted: 24 Feb, '21 Comments: 2
Done

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, '22) Upvoted: 09 Jan Comments: 1

Memorial Address

When a gift is marked as a memorial or honorarium, have a dropdown where the name and the address for the contact who is to be notified can be added. Allow report ...
Suggested by: Steven Morris (17 Mar, '21) Upvoted: 16 May, '22 Comments: 1
Done

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: 16 Sep, '23 Comments: 0
Under consideration Contacts Reports

Additional Merging Capabilities

Ability to do a merge of contacts at the field level rather than just from a source to a target so that some data doesn't get lost. For example, if there is a phone ...
Suggested by: Erika Rheault (13 May, '20) Upvoted: 11 Apr, '22 Comments: 0
Ideas

Highlight Deceased Donors in a different color or italicize

It would be extremely helpful if donors who are marked as deceased showed up in a different color font or were italicized so that it would be obvious in any report or ...
Suggested by: Heather (30 May, '23) Upvoted: 20 Aug, '23 Comments: 3
Ideas

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: 14 Feb Comments: 2
Under consideration

Add the ability to group your custom reports into folders so list doesn't get long

I have to create many different report for my co-workers and outside organizations. It would be nice to have the ability to create folders to group similar reports ...
Suggested by: Jennifer Swiers (09 Sep, '20) Upvoted: 18 Jan, '22 Comments: 2
Not planned

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