Our customers made these suggestions for improving DonorDock. Suggestions for improving DonorDock.
Add ability to rename a marketing list
Be able to edit marketing lists, change name of marketing list, etc.
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 ...
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. ...
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.
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 ...
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.
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, ...
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 ...
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 ...
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.
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 ...
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.
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.
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 ...
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
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. ...
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 ...
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 ...
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
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.
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.
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 ...
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 ...
Done
Ability to filter upcoming tasks on the action board
be able to filter which tasks are visible next on the action board.
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.
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 ...
Under consideration
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.
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 ...
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 ...
Under consideration
Receive New Gift Notifications for Online Gifts only
Notification option to receive notifications for Online Gifts only instead of all gifts
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 ...
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
Under consideration
Add "Do not Solicit" as a giving page optional field
Add a Do Not Solicit option on the giving pages.
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.
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 ...
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.
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 ...
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 ...
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
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 ...
Done
Ability to create a "Possible Duplicates" report or export
Adding the ability to create a possible duplicates report.
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 ...
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 ...
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 ...
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 ...
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.
Add birthdate as a sign up form data field.
Under consideration