Ideas

When you download a receipt, the file is simply named "Receipt." (or "Receipt (1)" and "Receipt (2)" if you are downloading several.) This can get confusing if you are working through several receipts and need to go back and edit or reprint a specific file. It would help keep things clear if the document was downloaded with the donor's name (or last name) as the file name instead.

When you go to manually batch enter donations, it would be great if when entering a campaign it would auto populate the campaigns you are looking for versus letting you enter anything. There have been times where if a campaign was off by one letter it is creating a whole new campaign versus if it would just auto populate.

Right now there are two fixed tabs "Marketing" and "Transactional". It would be great to have ability to customize / add additional tabs to organize the way you want. Like "Journeys", "Newsletters, etc.

As donors and those who interact with our non-profit are signing up for events and things such as fundraisers, it would be extremely beneficial to add a "plus one" field or feature on the sign up form so we can keep everything under one roof when it comes to tracking for events like this. As of right now, we are having to use a third party website to track RSVP's and then documenting in DonorDock later which complicates the process.

I would love where we can have a template for automation that we can apply to a profile when needed! For example, let's say I have a Stewardship template for a gift over $100. The steps are as follows: Thank You Call within 48 Hours A One Month Post-Gift Check In A Three Month Post-Gift Handwritten Note I would love where I can go on to John Smith's profile and automatically add this automation to his profile for his recent gift (if for some reason it didn't automatically do it with my automation).

Can we go onto to a marketing list and add contacts from there. SO if we have a particular 5 contacts that need addint, You can go on marketing list and choose add contacts and find those ones?

When I click on a document I'd like to just view it not have to download it every time.

We use sign-up forms for volunteers to select shifts for events. A marketing list is created for each shift. I'd like to set maximums for each marketing list so submissions are not accepted when the shift reaches capacity.

Like an IM on a social media website, being able to minimize my customer support chats on the bottom of my screen would be a very useful tool to allow me to look back at information and links they send.