Beta Test Articles Only
Articles relating to open beta testing of features within Donorfy.
Lists FAQs - Beta Test Article
Why have my List columns all changed With the new version of Lists we've done some work under the hood to improve the way our lists fetch the data you need. However, this does mean we are unable to carry over the column selections from your existi...
Lists Overview - Beta Test Article
The Lists feature is a powerful query and reporting tool which provides a way to view the information about Constituents and financials within your database. Lists are more than just a reporting tool, they can be used to provide the basis for prom...
List Types - Beta Test Article
The Lists within Donorfy cover the following areas: Constituent data Financial data Timeline data Other Soft Credit List Constituent List Transaction List (ALL / Payment or Allocation) Activity List Campaign List Connection List...
List Tags - Categorising and Organising your Lists - Beta Test Article
Lists can be categorised and organised easily by using List Tags which makes locating your List(s) within lots of other Lists a doddle. Some ideas for List Tags are: Staff names - so Lists created by a specific user can be retrieved Trustee - Li...
Visualising your data - charts, etc within your Lists - Beta Test Article
Using lists on Donorfy, you can view and analyse your data in two different ways: Data tab - view your data as a list, as described here in Lists Overview Visualisation tab - create a visual representation of your data What can you visualise? ...