Ideas

Please add an integration with Benevity. This is the platform through which we receive payroll donations, and it would save a lot of time if these automatically populated into DonorDock.

When someone gives an honor or memorial gift I would like for there to be a way to see that without going into the gift details. Maybe on the contact's page in the activities & gift timeline it could say "Honorary/Memorial Gift" instead of just "Gift". This would keep us from accidentally overlooking memorial/honor gifts.

it would be really nice to be able to generate reports for specific times using Fund, campaign, and appeals. Our old system gave us cross tab reports with a simple click of the mouse.

The idea is to have this be on an individual basis and utilize a "tribute" template which calls in transaction specifics that could include the honoree name, date of donation, donor’s name and the amount. This would be positive reinforcement for the entity as well as the donor. It would be nice to have the ability to either send right away or schedule (in case it is for an event in the future - birthday gift, holiday, etc.)

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 this to be automated in DonorDock!

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.

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:-)

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.

I would love more instruction for how to create automations. A step by step sheet, or more trainings. Not just how great they are....but how to use them and design them, what each step/filter means.

I've had a couple of my team ask if it is possible to set the default "view' to "My Contacts" instead of the "All Contacts".