Here at Donorfy we regularly release updates to our software to ensure that it is working as intended and also to add additional functionality that we know you'll love.
Keeping you up-to-date on these changes is key to you so that you can continue making the best use of Donorfy in your everyday work, enabling you to do more of what matters.
Below you will find all of the most recent additions to our Knowledge Base, along with updates to existing articles. Items in bold are key updates.
You can stay updated with changes to this article by clicking on the 'follow' button. each time a change is made to the article, you'll receive an email.
|Changing a Constituent's Constituent Type||New||06/10/2022||How to change a Constituent's Constituent Type|
|Settings overview||Update||05/10/2022||Links to settings articles added|
|Updating Tags on Constituent Profiles||New||30/09/2022||Update Tags with adding extra data where that Tag already exists on Constituent Profiles|
|Payment via Stripe - Overview||New||30/09/2022||Provides an overview of the Stripe integration, what it does and does not do|
|Implementing Web Widgets on your website||Update||30/09/2022||Addition of further best practices|
|Trigger Actions - Create a Word Document||New||29/09/2022||Create a document for Mail Merge by a Trigger Action|
|Triggers||Update||29/09/2022||New Trigger Types for Pledges
New Trigger Actions for Document/Letter Printing and Dotdigital integration
|Standalone Pledges||New||28/09/2022||How to add Pledges not linked to an Opportunity.|
|Adding a Constituent to Donorfy||New||22/09/2022||Pooling of details from a number of sources into a central article|
|Adding Custom Fields to Activities||Update||20/09/2022||Clarification of the maximum number of characters for a field title and the data entry|
|Sending Transactions to Xero for reconciliation||Update||08/09/2022||£0.00 or Null value allocations prevent Transaction from being sent to Xero|
|FAQ: Can I add a required field?||New||30/08/2022||A way to add an alternative to a required field to your Donorfy Forms|
|Trigger Placeholders||Update||25/08/2022||Updated Placeholder names and addition of 3 more Gift Aid related Placeholders|
|Accounts Download||Update||16/08/2022||Clarification of Processing Costs on a Transaction List Account Download|
|Update Web Widget Communication Consents||New||30/09/2022||How to update your Web Widget communication Consents when Channel consents options have been changed from Opt-in to legitimate interest and vice-versa|
|Introducing Background Lists||New||26/07/2022||Optimised way of running Lists|
|Update Forms Communication Consents||New||26/07/2022||How to update your Form's communication Consents when Channel consents options have been changed from Opt-in to legitimate interest and vice-versa|
|Channels||Update||18/07/2022||Includes a more defined way to manage legitimate interests|
|Available Form Elements||Update||14/07/2022||Addition of Membership Element|