Ideas

Add the ability in outreach communications (texts and emails) to use a "fallback" of choice (via an added field in the settings for the individual communication) when there is no data in a contact field (eg. {{donor.first_name}}). Example, if I have a subject line "{{donor.first_name}}, we need your support!" and there is no first name for a contact, it currently shows up as " , we need your support!". With a fallback, it could be something like "Friend of <organization>..." or, "Dear donor..."

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 together. Some folks don't want to receive certain emails (like solicitations) but still want to get our newsletter.

When I'm searching for a badge, I have to type it in exactly as it appears in order to find it in the list. So for example, if I want to add "Harvard Business School" as a tag, I need to know that it's labeled as "Graduate - Harvard Business School." If i type just 'harvard business school" it won't recognize the keywords

We are wondering if it would be possible prior to clicking send receipt if we could view what is being sent and also be able to edit that receipt. Sometimes it would be nice to add a personal touch if we know the donor well. Plus it is always nice to view what you are sending to ensure you didn't accidentally click the wrong receipt. Thanks for considering.

Allow badges and gift tags to be color coded for easier identification. The number of colors can be limited to 10-15 assignable colors. This would allow much faster identification of important badges associated with a particular donor, especially donors that have multiple badges and contact lists. Colors can also be used to stress importance or hierarchy of badges according to the user's needs. Colors can be assigned within the contact lists by right-clicking, the same feature provided on many other platforms. Although a relatively minor change, the usefulness could be huge.

System automatically makes recurring donation the date a new donor sets themselves up for recurring donation. Some donors want to space out charges and/or switch the donation date after they have registered to be recurring donors.

We would like our accountant to automatically get a new gift notification that just shows donor name, amount, and gift designation. It seems like the new gift notification is not currently customizable

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 be a feature to split it. Instead I have to enter the donation/check as many times as it needs to be split, if that makes sense:-)

It would be great if we had the ability to upload our letterhead to the templates (more than just being able to add a footer/header that exists now).

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 imported into Donor Dock. It would be helpful for Donor Dock to indicate duplication based on email or on full name.