Our customers made these suggestions for improving DonorDock. 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 ...
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
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 ...
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
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
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
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.
Ability to create a "Possible Duplicates" report or export
Adding the ability to create a possible duplicates report.
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
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
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.
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.
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 ...
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 ...
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.
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.
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 ...
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 ...
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 ...
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 ...
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.
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 ...
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 ...
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 ...
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 ...
Add a pronoun field in contact records
Add a field to allow users to record a donor's pronouns.
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 ...
Under consideration
Create Refreshable Marketing Lists based on certain criteria
For example, one could create a marketing list based on the criteria that a badge exists "Donor" or badge exists "Volunteer" ; call that list "Donors and Volunteers" ...
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 ...
Under consideration
Ability to change the TO and FROM fields within the activity options
Ability to change the TO and FROM fields within the activity options so it can reflect that a donor sent YOU a letter or sent YOU an email and not just that YOU send ...
Under consideration