General FAQs

  • Constituent Panel, Timeline or Lists not Displayed Properly

    Very occasionally screens in Donorfy may not display properly - For example: The constituent profile may not be aligned correctly Constituent details panels may be missing or be blank Dashboard tiles may not be displaying Your browser stores som...

    Ben Brett
  • Resetting your password / Forgotten your password

    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 ( Click on...

    Graham Bell
  • Changing Your Username or Password

    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...

    Ben Brett
  • FAQ: Putting a Campaign Totaliser on your Website

    We are often asked about whether it is possible to add a totaliser to a charities campaign appeal web page.   Whilst the ability to draw campaign summary data via the API to be able to display the total on a webpage is unfortunately not something ...

    Graham Bell
  • Donorfy Terms and Conditions, Privacy Notice and Direct Debit Guarantee

    When creating a Donorfy account, the person setting up your Donorfy database will have agreed to the following items: Terms and Conditions Privacy Notice Agreed to pay via Direct Debit - Professional Plan Sometimes, the documents for these items...

    Graham Bell
  • Product Development and Feature Update Requests

    Do you have an idea to improve Donorfy? Great, click the link below and add your suggestion to the feature update requests page. All feature requests are looked at and considered for potentially taking forward within the product development.  http...

    Graham Bell
See all 14 articles

Finance FAQs

  • All Allocations must have a Fund Message

    All allocations for transactions and recurring payment instructions must have a fund associated with them - to enter the fund you need to open up the detail of the allocation using the down arrow (highlighted with a yellow box below) - then you ca...

    Ben Brett
  • Transactions Entered in Error

    If a transaction has been entered in error - depending on the type of correction you need to make - you can  Re-assign the transaction to the correct constituent - this is done by finding the transaction on the constituents timeline, opening it ...

    Ben Brett