When you get started with Donorfy you're going to want to set up the system to reflect your organisation's needs and when you are already up and running with Donorfy you'll need to ensure that your settings continue to reflect what your organisati...

Settings allow you to perform various system administration functions, such as adding users, adding, changing or deleting entries on the various lists etc To access configuration and user management options open the sub-menu under Settings as show...

Donorfy comes with some pre-configured Activity Types, however, other Activity Types can be added within Donorfy Settings so that the selection is applicable for your organisation's purposes. Activities are items of data that you wish to capture t...

You can record a plethora of different types of information: notes, event attendance, mailouts, volunteering information, etc. To capture additional details not available within the main Activity fields  there are additional custom fields that can...

Apart from the usual address fields, you may want to add some further segmentation, boundaries, local teams, etc. to use for reporting or to quickly see what local team is assigned to a constituent. To add an area Open Settings > Configuration > ...

Apart from the usual address fields, you may want to add some further segmentation, Country regions, boundaries, local regional teams, etc. to use for reporting.  To add a Region Open Settings > Configuration > Address Regions Click on the + i...

You can use Loqate Address Capture (formerly known as PCA Predict Capture+) to look up addresses in Donorfy, this is available in the Donorfy Constituents form when you add or change constituents in the online donation widgets in the Campaign don...

Keeping your organisation's information safe and protected from those with malicious intent has long been a priority of businesses. Whilst there are lots as a CRM provider that we do to ensure that your data is protected we thought we’d compile a ...

Keeping your Donorfy secure and maintaining security is always a high priority for system administrators, and to help you do just this the Security Centre Dashboard will provide you with the information you need. What information does it provide? ...

If you are a member of the admin role you can invite other people to use Donorfy, to do this: Click on Users under Settings Click on the ‘Send Invites to New Users’ tab Enter the name and email address of the person you want to invite Choose t...

If you are a user with Administrator role permissions you can control the access other people have to your Donorfy, to do this: Click on Users under Settings Select the ‘Existing Users’ tab From this tab you can Change user access rights (permi...

Within your Donorfy the system administrator/s are able to restrict access to different areas and features.  There are 3 main levels of user security permissions: Viewer, Standard, and Administrator. For the Professional Plan, there is more custom...

Two factor authentication is an additional security feature designed to help prevent unauthorised access to your Donorfy by asking you to enter a code generated by your phone when you sign in. To use two factor authentication you need an authenti...

Your user profile is located at the top right of your Donorfy screen - a circle with your initials.  Within your user profile, there are various options: Manage your user profile Manage your notifications Tasks Show guides Donorfy Academy Feature...

If you are not able to log in due to your password either not working or you’ve forgotten your password, you can easily reset the password by requesting a new one. To request a new password from your login page (https://app.donorfy.com/) Click on...

To change your username or change or reset your password sign on to Donorfy - your  initials will be displayed at the top on the righthand side - see example below     When you click on your name a form will be displayed that will enable you to m...