Development roadmap

Find the right people based on the roles they hold. Build lists by position type, organisation, and timeframe. Results update live, so your lists stay current without the busywork.

• Filter by role title, organisation, industry, or jurisdiction
• Track role changes over time using start and end dates
• Save results as live lists that update automatically when roles change
• Build targeted outreach based on who’s currently in what position

See your entire organisational structure in one clean, interactive view. Expand any branch to explore the full hierarchy—no more hunting through individual records.

• Get the full picture fast — see how all your organisations connect at a glance
• Drill into any branch — expand parent organisations to reveal every level beneath them
• Navigate complex structures easily — perfect for groups managing multiple chapters, branches, or nested entities

Tables, buttons, and calendars have just become sharper. The interface now aligns with the refreshed design—cleaner borders, updated colours, and smarter layouts that feel more cohesive.

• Jump to full-screen mode straight from the action column
• Work with cleaner, more consistent tables and buttons across the platform
• Navigate Events, Inbox, and Lists with streamlined toggle-based layouts

A polished, cohesive look across SwiftFox’s key feature pages. New hero banners bring more of the brand to the surface while giving you a consistent spot for quick actions and navigation.

• Find what you need faster with consistent page structure and clear CTAs
• Get a clearer sense of where you are in the platform with brand-aligned hero banners
• Navigate features more intuitively with improved layout and visual hierarchy

Creating tasks just got smarter. The Create a Task action now automatically links the record you’re working with and assigns it to you by default.

• Create tasks straight from any record — no need to manually tag or link them back
• Start with yourself as the assignee by default
• Keep your workflow clean — tasks stay connected to the right records

Embed live project tables from SwiftFox directly onto your website or login portal. Display project progress, task lists, and status updates in real time—no login required.

• Share project progress publicly or privately — embed tables on any page
• Keep data live and up to date — changes in SwiftFox sync automatically
• Skip the admin work — no need to manually export or update project info

See what’s happening across your cases without digging through records. Live counts, status breakdowns, team workload, and recent case activity—all in one view.

• Track total cases and filter by status—new, in progress, or closed
• See who’s handling what with a visual breakdown by team member
• Review the last 30 days of case activity in a sortable table
• Spot trends over time with year-to-date data as your default view

Filter lists based on post interaction history and custom fields. Search by when someone engaged with a post, or use custom post data to drill down with precision.

• Filter people based on when they interacted with a post
• Search using custom post fields to refine your targeting
• Build more accurate lists that reflect real engagement, not just activity dates

Draft and send emails to individual contacts without leaving SwiftFox AI. Tell AI who to reach and what to say—it’ll write the email and queue it up for your review before sending.

• Ask AI to draft a message to anyone in your CRM and send it directly
• Review and edit the email before it goes out—all in the AI interface
• Skip the context-switching between tools and get emails sent faster

Set up tasks that trigger automatically based on what’s happening in your system—like when someone fills out a form, updates their address, or changes a custom field.

• Automatically assign follow-up tasks when forms are submitted
• Trigger tasks when contact details or addresses are updated
• Set due dates and task details without lifting a finger
• Route tasks to the right person based on what changed

With new Zapier actions for Receipts and Data Tables, automate workflows, sync data across platforms, and build integrations without writing code.

• Automate receipt creation — trigger receipts from purchases, donations, or registrations in other apps
• Sync table data — read from or write to SwiftFox data tables directly
• Build custom workflows — connect SwiftFox to thousands of apps through Zapier

Email campaigns now show their status in real time—from prep to send to complete. The list refreshes automatically so you always know where things are at.

• Track campaign progress without refreshing the page
• See exactly when a campaign moves from preparing to sending to complete
• Trust that large-scale sends get the time they need to go out right

Your admins can now reset two-factor authentication directly from a user’s profile—no support ticket needed.

• Reset 2FA for any user without waiting on support
• Check which users have two-factor authentication enabled
• Get locked-out users back in quickly

Document templates now respect your circles. Keep templates visible and usable only by the people who actually need them. No more clutter, no more confusion—just the right templates, for the right people, every time.

• Restrict document templates to specific circles so only relevant team members can see and use them
• Keep your Settings tidy by showing only the templates that matter to each user
• Run mail merges with confidence, knowing templates are automatically filtered by circle membership

SwiftFox now works as an OpenID Connect (OIDC) identity provider for integrated platforms you launch from your portal. Your members log in once through SwiftFox, then move seamlessly into connected tools without re-entering credentials.

• Launch integrated platforms directly from your portal with one-click access
• Skip duplicate logins—members authenticate once and stay authenticated
• Maintain secure identity management across all connected services
• Reduce friction for users switching between SwiftFox and partner platforms

Take control of your member data accuracy with enhanced contact detail management. Gives you precise control over how members update their information—preventing accidental data loss while maintaining compliance requirements.

• Ensure members always maintain a residential address on file
• Limit how many contact methods members can add
• Automatically prioritise newest contact details as primary
• Prevent duplicate residential addresses for cleaner records

Set your brand once, see it everywhere. The Brand Identity settings page lets you capture your organisation’s core identity—colours, fonts, logos, and tone—so every email, campaign, and touchpoint feels like you from the start.

• Set organisation-wide brand defaults including colours, fonts, and logos
• Apply your brand identity automatically to new email campaigns
• Keep your look consistent across all SwiftFox features without manual setup
• Save time by eliminating repetitive styling work

Turn your search results into action lists in seconds. Create call campaigns straight from any created list. Perfect for when you’ve already found the right people and want to get them on the phone fast.

• Create targeted call lists directly from search results or filtered views
• Set up call campaigns with custom surveys to track outcomes as you dial
• Skip the usual export-import dance and get your team calling sooner
• Split call lists across team members if needed

Keep contact data accurate and controlled. Lock down key details like names, addresses, and dates of birth so they cannot be accidentally changed or deleted.

• Protect core contact details from being edited or removed by users
• Allow flexible updates to emails, phone numbers, and additional addresses
• Maintain data integrity for contacts synced from external sources
• Control which fields stay locked and which stay editable at the system level

Add contacts directly to events while logging visits—no more switching screens or losing context. This streamlined workflow helps you capture attendance commitments in real time during your conversations, making event management feel like a natural extension of your outreach work.

• Add contacts to events directly from the Visit Entry screen without disrupting your workflow
• View a contact’s complete event history (including attendance status) while in conversation
• Manage event participation on-the-fly as you’re logging visit details

A security upgrade that automatically logs out inactive users after six hours. This prevents unauthorised access if you forget to close your browser or step away from your device, keeping your data safe without adding friction to your workday.

• Work confidently knowing your SwiftFox account automatically secures itself after periods of inactivity
• Maintain compliance with security protocols that require session timeouts
• Prevent unauthorised access if you forget to close your browser or leave your computer unattended

See the age and address details of contacts right when you’re searching—no extra clicks needed. Whether you’re tagging people in tasks or searching in SwiftFox, you’ll get this extra context instantly, making it easier to confirm you’ve got the right person.

• Quickly identify the right contact when multiple people share similar names
• See address details while tagging contacts in tasks without opening their profile
• Confirm you’re working with the correct person when assigning cases or creating tasks

Set a default list in the Lists section to speed up your workflow. When you create a new list, SwiftFox will automatically pre-populate it with your preferred search criteria, saving you from repetitive setup tasks.

• Mark any list as your default with a simple click in the three-dot menu
• Create new lists that automatically inherit your preferred search parameters
• Easily identify your default list with a visual indicator in the Lists table
• Change or remove your default list settings anytime

Add contacts to events right from your call view. This shortcut eliminates extra clicks and keeps you focused on connecting with your people without interrupting your workflow.

• Add contacts directly to events while staying in the call view
• Skip navigation steps by accessing your events through a dropdown menu
• Automatically set contacts as Attending with a single click
• Maintain momentum during call sessions without losing your place

Add a Position or Role directly when creating relationships between people and organisations. No more back-and-forth—capture this key detail in one step and keep moving.

• Include a contact’s Position or Role immediately when connecting them to an organisation
• Streamline your relationship management workflow by entering all essential details at once
• Avoid the extra clicks of having to edit relationships after they’re created

Now you can include record count and formula fields as selectable columns in your action centres. These powerful data tools give you deeper insights right where you need them—without switching screens.

• Add record count fields to show totals directly in your action centres
• Include formula-calculated fields for custom metrics and automated calculations
• Build more comprehensive reports with all your critical data in one view
• Make better decisions with complete information at your fingertips

Circle-aware tasks now keep your work focused on what matters. When working inside a circle, you’ll only see tasks created within that circle—making it easier to stay organised without the noise of unrelated work.

• Focus on tasks relevant to your current circle without distraction
• Maintain separate task workflows for different teams and projects
• Quickly switch between circle contexts to see only what’s relevant

Now your Case Management view only shows what matters in your current context. Cases are circle-aware, meaning you only see cases created within the circle you’re working in. This focused approach eliminates noise and helps you stay on track.

• Instantly see only the cases that belong to your current circle
• Work with a cleaner, more focused view that eliminates irrelevant information
• Switch between circles to access different case sets without filtering manually

See all cases linked to a contact, right from their profile. No more switching to case management just to check what’s open or in progress. Everything’s in one place, so you can act on what matters without losing context.

• View all open, in-progress, and closed cases from a contact’s profile
• Create a new case directly from the contact view without switching screens
• See case status, assignee, and last update at a glance
• Keep your team informed on case history without digging through separate records

Split visit lists by geographic boundaries like SA1, creating separate lists with unique PINs for each area. Perfect for managing targeted field campaigns across different regions with clear tracking and accountability.

• Create discrete visit lists for different geographic areas from a single master list
• Track campaign progress by specific regions with unique PINs for each area
• Manage field teams more effectively with boundary-specific assignments
• Maintain consistent operational logic while adding geographic flexibility

Get the contacts you need, exactly when you need them—even on the go. Our mobile-friendly redesign makes profile details, contact roles, and search instantly accessible from any device.

• View contact profiles with a layout that’s actually readable on mobile
• Find, filter, and manage contact roles without desktop-switching
• Search your entire contact database quickly while you’re on the road

See exactly what kind of CPD points you’re earning—directly in your Goals interface. This detail is right where you need it, making it easier to track your professional development progress at a glance.

• View point categories directly in the Goals Activities section without extra clicks
• Track your CPD progress more efficiently with all details in one place
• Reduce unnecessary exports while maintaining complete visibility of your points

Prevent messy feeds and improve search with required post tags. Now admins can ensure every post has a meaningful tag, making it easier for everyone to find what they need.

• Add a simple checkbox to group settings that makes tags mandatory for all new posts
• Keep your feeds organised automatically without chasing people to add tags
• Improve searchability and content organisation across your entire community

Open your events to people who aren’t in your CRM yet. Now you can allow non-members to register for events, with their details captured automatically on submission. No manual data entry, no missing contacts—just a cleaner way to grow your list while filling your events.

• Accept event registrations from people not already in your contact database
• Automatically create a new contact record when a non-member registers
• Capture all submission data without any manual entry from your team
• Grow your contact list naturally through event participation

Control who sees what when it comes to your events. Now you can hide individual events from public-facing event lists or the website widget—without unpublishing or deleting them. Keep internal or private events private, and surface only what’s relevant to your audience.

• Hide specific events from public event lists or website widgets
• Keep internal and private events out of public-facing views without cancelling them
• Surface only the events that are relevant to each audience
• Manage public vs. private events from a single toggle—no complex settings required

Make your thank-you pages actually say something. Now you can fully customise the confirmation page that appears after someone submits a form—add a personalised message, include a redirect URL, or both. It’s a simple touch that makes the whole experience feel more intentional.

• Replace the default confirmation with a personalised thank-you message
• Redirect users to another page or resource after form submission
• Combine a message and a redirect for a fully tailored post-submit experience
• Make every form feel like a complete, considered interaction

Your automations can now fire when a custom field changes—not just when standard fields update. Whether it’s a membership tier, a status field, or something unique to your organisation, you can now build workflows that respond to the data that actually matters to you.

• Trigger automations when any custom field value is updated
• Build workflows that respond to the specific data points that matter to your organisation
• Automate follow-ups, notifications, or record updates based on custom field changes
• Reduce manual work by connecting custom data changes to action sequences

Merging contacts just got smarter. Now you can merge organisation records the same way you merge individual contacts, and the process is cleaner across the board—with better handling of linked records, roles, and data conflicts.

• Merge organisation records to clean up duplicates and keep your data tidy
• Handle linked records, roles, and relationships during a merge without data loss
• Resolve conflicts clearly so you always know what data is being kept
• Keep your CRM clean without manual cleanup after every merge

Every subscription period now generates a proper invoice with clear line items. Payments are applied directly where they should be, arrears is always accurate, and adjustments or cancellations are handled without any mess.

• Get a real invoice for every billing period—no more pseudo-invoices
• See exactly where payments have been applied and what’s still outstanding
• Handle cancellations, refunds, and adjustments without breaking your records
• Trust that arrears reflects actual unpaid invoices, not an estimate

Add your own consent checkboxes to email subscription forms—terms and conditions, privacy policies, marketing preferences—whatever your organisation needs. Set them as required or optional, choose whether they show on subscribe or unsubscribe flows, and keep a clear record of when consent was given. No more workarounds. Just clean, auditable consent.

• Add custom checkboxes to subscription forms for terms, privacy policies, or specific consent types
• Set each checkbox as required or optional to match your compliance needs
• Choose when checkboxes appear—on subscribe, unsubscribe, or both
• Automatically record consent timestamps so you have a clear audit trail

The Posts Action Centre gives you a complete view of all posts across your system—no more jumping between profiles or hunting through individual records. Track activity, spot trends, and manage interactions in one place.

• Monitor all posts from a single dashboard view, saving time and reducing missed updates
• Filter and sort posts based on any criteria you need
• Quickly spot patterns and activity trends across your organisation
• Export filtered data for reporting or bulk management tasks

Required Fields for Case Management lets you standardise what information gets collected every time a case is created. No more incomplete records, fewer follow-ups, better data for everyone.

• Mark critical fields as mandatory so nothing important gets missed
• Standardise data collection across your team for consistent service quality
• Build more reliable reporting by ensuring key information is always captured
• Maintain compliance standards with enforced information requirements

Expand your team’s reach with secure, PIN-based access for events and calls. Guest User Access lets external supporters join your call banks and door-knocking campaigns without needing full SwiftFox accounts.

• Create unique PINs for specific call lists and door-knocking routes
• Bring volunteers and contractors into your campaigns without full system access
• Control exactly what data each guest can see and access
• Easily distribute access codes via email or SMS using merge fields

Handle complex membership payments without the headaches. Enhancements to payroll deduction will intelligently process multiple payers, update records on import, and use smart matching to reconcile payments.

• Process deductions from multiple payroll sources in one streamlined workflow
• Update member records during import, saving double-handling time
• Match payments more accurately with tiered reconciliation rules
• Track casual member participation with $0 receipt tagging

Every SwiftFox payment now starts with an invoice and ends with a receipt—only after payment’s received. A clean, auditable model that makes every transaction traceable from purchase commitment to payment confirmation.

• Track every transaction with clarity—from purchase commitment to payment confirmation
• Maintain consistent financial records regardless of payment method or timing
• Simplify reconciliation with a predictable invoice-to-receipt workflow

Handle the passing of a contact with care and accuracy. Now you can mark a contact as deceased, automatically suppress future communications, and keep a clear record of when this was recorded—all without deleting the profile or losing historical data.

• Mark a contact as deceased and suppress all future outreach automatically
• Record the date of passing for accurate historical records
• Retain the contact’s profile and associated data without removing it
• Keep your team informed with a clear, visible status on the contact record

Give your members more ways to pay. Now you can offer multiple pricing options for the same subscription—monthly, quarterly, annual, or whatever works for your members. They choose what suits them, and you keep everything under one plan.

• Offer multiple billing frequencies under a single subscription plan
• Let members choose the payment schedule that works best for them
• Manage all pricing options in one place without duplicating plans
• Reduce admin by consolidating subscription variants into a cleaner structure

Let AI take a first pass at your email subject lines. Based on the content of your email, SwiftFox AI will suggest subject lines that are clear, compelling, and on-brand. You review, tweak, and send—faster than starting from scratch.

• Generate subject line suggestions based on your email content automatically
• Choose from multiple options or use them as a starting point for your own
• Save time on copywriting without sacrificing quality or brand voice
• Test different angles quickly without the blank-page paralysis

More control over how you price membership. Now you can set different prices for the same plan based on category, organisation, or other criteria—without creating duplicate plans. Pricing stays manageable, and members see the right price for them.

• Set variable prices for a single membership plan based on member category or organisation
• Avoid plan duplication by consolidating pricing variations under one plan
• Give members the right price automatically without manual overrides
• Keep your membership structure clean and easier to manage

Build more precise lists, faster. Now you can add multiple columns of criteria side-by-side, making it easier to see how your filters relate to each other and spot any issues before you run the list.

• Add criteria columns side-by-side for a clearer view of complex filter logic
• Spot relationships and conflicts between filters without scrolling
• Build precise lists faster with a more intuitive layout
• Reduce errors in complex segmentation before running the list

Build lists based on what other lists people are already in. Now you can use existing list membership as a filter criterion, making it easy to find intersections, exclusions, or overlaps across your segments.

• Filter people in or out based on membership in other lists
• Find contacts who appear in multiple lists or exclude those already in one
• Build precision segments by combining list membership with other criteria
• Reduce duplicate outreach by easily identifying overlapping audiences

Go beyond the standard builder. Now you can drop in custom HTML blocks anywhere in your email—perfect for advanced layouts, branded components, or anything the drag-and-drop editor can’t quite handle. Full control when you need it, without leaving the email builder.

• Insert custom HTML sections directly into your email layout
• Build advanced designs or branded components that go beyond standard blocks
• Mix custom HTML with standard builder elements in the same email
• Maintain full control over your email structure without leaving the builder

Organise and find events faster with tags. A lightweight, flexible way to categorise events without building custom fields every time. Group events, filter searches, and report on performance by category.

• Group events with simple, consistent tags instead of creating new custom fields
• Filter event searches by tags to find what you need quickly
• Build targeted lists of people who attended events with specific tags
• Report on event performance across categories that matter to your organisation

See which List Builder lists your contacts belong to directly from their profile page. No more jumping between screens to check list memberships.

• View all lists a contact belongs to directly on their Communications tab
• Quickly confirm which campaigns a person will receive without leaving their profile
• Make faster decisions about list inclusion or exclusion with immediate visibility

Add the context that matters. Custom fields let you capture structured information on posts and tasks—beyond the defaults. Whether it’s a priority level, a team category, or a specific data point your workflow depends on, you can build it in.

• Create custom fields for posts to capture structured data relevant to your community
• Add custom fields to tasks to track the information your workflow depends on
• Filter and search by custom field values to find what you need faster
• Build more consistent processes by standardising key data points across your team

Let members engage with your projects directly through the Login Portal. Share project details, collect submissions, and manage participation—without your team needing to manually relay information back and forth.

• Display active projects to members through their portal
• Collect project-related submissions or responses directly from members
• Keep members informed on project status and updates in real time
• Reduce admin by letting members self-serve their project participation

Build contact lists based on the boundaries people live or work in—using any geographic layer in your system. Combine boundary filters with other criteria for precise, location-based targeting that goes beyond standard suburb or postcode matching.

• Filter contacts by any geographic boundary layer—electorates, SA1s, service zones, or custom areas
• Combine boundary filters with other list criteria for layered targeting
• Build reusable geographic segments that update automatically as contact addresses change
• Target outreach precisely by location without manual address sorting

See every event a contact has attended, with the full registration and attendance history in one place. Perfect for understanding engagement, verifying CPD participation, or simply knowing who’s been showing up.

• View a complete, chronological list of every event a contact has attended
• See registration status, attendance outcome, and ticket details for each event
• Use event history for CPD tracking, engagement scoring, or compliance purposes
• Filter and sort event history to find specific events or date ranges quickly

Control who can access which features with granular, role-based permissions. Now admins can set specific access levels for user groups across every part of SwiftFox—ensuring your team sees exactly what they need and nothing they shouldn’t.

• Assign view, edit, or admin permissions to each user group for every feature area
• Restrict sensitive features to authorised roles without affecting general access
• Manage permissions from a single, centralised settings page
• Audit access levels easily to maintain compliance and data security

Make your member directory more engaging with a visually rich card-based layout. Present key organisation details in an attractive, scannable format that helps website visitors find and connect with members faster.

• Display member organisations in a modern card layout instead of a traditional table
• Showcase essential details like name and website upfront
• Create a more visual, engaging experience for visitors exploring your directory

Sell event tickets directly from the Login Portal, giving your members a seamless, self-service way to register and pay for events. No redirects, no separate systems—just a clean experience from your portal to the event list.

• Let members browse and register for events directly from your Login Portal
• Accept payments at the point of registration without redirecting to another platform
• Manage event capacity, ticket types, and pricing through your existing SwiftFox event setup
• Give members a consistent, branded experience from discovery to confirmation

Keep every member’s journey in one place. The enhanced Timeline feature brings together every interaction, communication, and key event in a single, scrollable view—making it easy to understand history and act on it without hunting across different screens.

• View a complete, chronological history of every interaction with a contact in one place
• See emails, calls, events, payments, and custom activities all in the same timeline
• Filter timeline entries by type to focus on what matters for a specific conversation
• Use timeline context to make smarter decisions about next steps without switching screens

Take targeted action on the people in your contact records. Now you can create call lists and email campaigns directly from Action Centres—no need to rebuild the same search in List Builder. If you can see it, you can act on it.

• Create call lists directly from Action Centre results without rebuilding searches
• Launch email campaigns targeting the exact people you can already see in your view
• Act on filtered data immediately without switching to List Builder
• Speed up your outreach by turning contact views into campaigns in seconds

Add an extra layer of security for your members’ Login Portal accounts. With two-factor authentication, members verify their identity with a second step after entering their password—keeping accounts secure even if credentials are ever compromised.

• Enable 2FA for all Login Portal users to strengthen account security
• Support authenticator apps as the second factor for verification
• Give members confidence that their account is protected
• Reduce the risk of unauthorised access to member data and portal features

Give important emails a second chance. Now you can resend a campaign specifically to people who didn’t open it the first time—with a different subject line, at a better time, or just to make sure it lands. A simple way to lift engagement without a full rebuild.

• Target non-openers from any previous campaign with a resend
• Update the subject line to try a different hook
• Choose a new send time to catch people when they’re more likely to engage
• Boost open rates on important sends without creating a new campaign from scratch

Track exactly what’s owed and when across your membership base. The Arrears Dashboard gives you a real-time view of outstanding payments—by member, plan, or date range—so your finance team always knows where things stand.

• View all outstanding member payments in one centralised dashboard
• Filter arrears by member, plan type, date range, or amount
• Identify overdue accounts and trigger follow-up communications from the same view
• Track arrears trends over time to inform financial planning and reporting

Generate financial reports that actually make sense for your accounting processes. Custom tracking categories let you define your own reporting dimensions and apply them across transactions—so your financial data aligns with how your organisation actually works.

• Create custom tracking categories like Job Codes or Campaign IDs that work throughout your system
• Add and manage tracking codes within each category to match your internal reporting needs
• Apply these codes to event ticket purchases and membership subscriptions
• Generate structured financial reports that work with your processes, not just your accounting software

Track door-knocking progress in real time across your whole team. The Visit Supervisor view shows you who’s out in the field, what they’ve covered, and how responses are tracking—all without needing to chase individual canvassers for updates.

• See real-time progress across all active canvassers from a single supervisor view
• Track which addresses have been visited and what outcomes were recorded
• Identify coverage gaps and redirect canvassers without phone calls
• Monitor team performance and response rates across the campaign

Put your organisation’s location on the map—literally. The new Maps integration lets you display custom location data on SwiftFox’s interactive maps, giving your team and your members a geographic view of the information that matters most.

• Display custom location data on SwiftFox’s interactive map interface
• Visualise member distribution, event locations, or service areas geographically
• Layer custom data on top of standard mapping boundaries for richer insights
• Give your team a geographic context for planning campaigns or field operations

Send SMS to the right people at the right time—based on what’s happening in your system. Automations can now trigger text messages from Calls, Events, Forms, and more, so your contacts hear from you in the moment that matters most.

• Trigger SMS messages automatically from calls, event registrations, form submissions, and more
• Personalise each message using merge fields from your contact records
• Set time delays so messages arrive at the right moment, not immediately after every action
• Combine SMS triggers with email and task automations for multi-channel workflows

Track which of your members belong to industry bodies, peak organisations, or any other external group. Record affiliations, set membership dates, and use this data to build lists, run reports, and tailor your communications.

• Record which external organisations or industry bodies each member is affiliated with
• Set membership dates for affiliations to track active and lapsed associations
• Filter and segment by affiliation in List Builder for targeted outreach
• Use affiliation data in reports and merge fields for more personalised communications

Every subscription period now generates a proper invoice with clear line items, applied payments, and accurate arrears. Cancellations and adjustments are handled cleanly, giving you a reliable financial record from the start.

• Receive a proper invoice for every subscription period, not a workaround
• See clearly which payments have been applied and what’s still outstanding
• Handle cancellations and adjustments without creating messy records
• Trust that arrears figures reflect actual unpaid amounts

Send individual emails or bulk campaigns directly from the Event Attendance view. No need to jump back to the email builder—reach your attendees right from where you’re managing the event.

• Send individual emails to attendees without leaving the event view
• Launch a bulk email campaign to your full attendee list in one step
• Reach no-shows, waitlisted contacts, or confirmed attendees with targeted messages
• Keep event communication fast and in context

Send targeted SMS campaigns to the right people based on their mobile number type. Filter List Builder by mobile or landline, so your SMS sends only go to contacts who can actually receive them.

• Filter your list by mobile or landline to ensure SMS goes to valid recipients only
• Reduce failed sends and wasted credits by targeting the right number types
• Combine phone type filters with other criteria for precise campaign targeting
• Build cleaner, more accurate lists for text-based outreach

Showcase your members in a dedicated directory on your SwiftFox website. Display organisation profiles, contact details, and custom information in a clean, searchable format that helps your community connect.

• Display a searchable, filterable member directory directly on your website
• Pull member profiles automatically from your SwiftFox CRM
• Showcase key details like name, organisation, and contact info in a professional layout
• Let visitors search and filter by category, region, or other criteria

Display your SwiftFox events directly on your website with a clean, embeddable event list. Show upcoming events automatically, let visitors filter by type or date, and link through to registration—all without leaving your site.

• Embed a live, automatically updated event list on any page of your website
• Let visitors filter events by type, date, or other criteria
• Link through to registration pages without any manual URL management
• Keep your website event listing in sync with SwiftFox automatically

Respond to event invites on your terms. With Anytime SMS RSVP replies, your contacts can now respond at any time before the event begins—not just within 24 hours of receiving the invite. As long as the invite was the last message they received, their Yes or No will be properly recorded.

• Accept RSVP responses right up until the event starts, not just in the first 24 hours
• Capture late decisions from undecided contacts without needing to resend invites
• Maintain clear SMS conversations without worrying about missed responses

Show the details that matter most for your events. Now you can add any custom field to your event invite lists, putting the exact information you need right where you’ll see it—without digging through contact records during your busy event preparations.

• Display dietary requirements, industry info, or other custom data directly in your event invite list
• Manage attendee-specific needs more efficiently by having relevant data visible at a glance
• Customise your invite list view to match your specific event requirements

Collect form submissions from people who aren’t already in your CRM. Guest submissions capture all response data and create a new contact record automatically—so you never miss a lead or lose a record because someone wasn’t in the system yet.

• Accept form submissions from people not yet in your contact database
• Automatically create a new contact record when a guest submits a form
• Capture all response data without any manual entry from your team
• Grow your contact list naturally through form activity

Build forms that show or hide fields based on what someone has already answered. Conditional logic makes your forms feel smarter and more relevant—reducing friction, improving data quality, and keeping members focused on what applies to them.

• Show or hide form fields dynamically based on previous answers
• Reduce form length by surfacing only the questions relevant to each respondent
• Improve data quality by eliminating irrelevant or contradictory responses
• Create branching form paths for different member types or scenarios

Manage sign-in desks without the paper. The Event Check-In feature lets your team record attendance on the day—quickly, accurately, and from any device. No spreadsheets, no manual updates after the event.

• Check attendees in on the day from any device using the event check-in interface
• See real-time attendance counts and track who has and hasn’t arrived
• Record attendance status automatically without post-event data entry
• Handle walk-ins and last-minute changes without disrupting your check-in flow

Send canvassers to the right doors with smarter address lists. Visit now generates address lists from your existing data—filtered by geography, category, or other criteria—and serves them up ready to use. Less setup time, more time in the field.

• Generate address lists filtered by location, category, or other contact criteria
• Send canvassers to the most relevant doors based on your campaign targeting
• Reduce list-building time by pulling addresses directly from your CRM
• Keep visit lists coordinated across multiple canvassers in real time

Automatically calculate membership fees based on the organisation or industry your members belong to. No more manual price lookups or custom field workarounds—your system applies the right rate every time based on the relationship data you already have.

• Set membership fees that automatically adjust based on employer organisation or industry
• Eliminate manual rate lookups and pricing inconsistencies
• Apply the correct fee at point of sale without staff intervention
• Keep pricing rules centralised and easy to update

Present your content in the format that works best for each page. The Action Centre now supports a card-based view alongside the standard table—perfect for directories, portfolios, or any content that benefits from a more visual layout.

• Switch between table and card views depending on how your content is best presented
• Display member directories, project listings, or portfolios in a more visual format
• Configure which fields appear in the card layout to match your use case
• Give website visitors a more engaging browsing experience

Keep your finances clean with a single, standardised payment model. Every transaction now follows the same invoice-first, receipt-on-payment flow—giving you consistent, auditable financial records no matter how payments come in.

• Apply a consistent invoice-then-receipt model across all transaction types
• Simplify reconciliation with a predictable, auditable payment workflow
• Reduce errors and discrepancies in financial records
• Give your finance team a cleaner, more reliable dataset to work with

See the full picture of your call activity with the Call Dashboard. Monitor trends, outcomes, and team performance through simple, visual widgets that show you what’s happening across all your phone interactions.

• Track call volumes and outcomes at a glance through pre-built visual widgets
• Measure team performance and identify your top callers
• Filter data by date, user, or outcome to focus on what matters most
• Export dashboard data for deeper analysis or reporting

Custom financial summary fields give you real-time financial insights right when you need them. Create your own merge fields that automatically calculate receipt totals based on criteria you define, then drop them into emails and invoices for accurate, up-to-date financial summaries.

• Create custom fields that automatically calculate financial totals based on specific receipt criteria
• Insert real-time financial summaries into member communications with simple merge tags
• Generate accurate end-of-financial-year statements without manual calculations
• Include dynamic financial data in emails and invoice templates

Define your outreach exactly where it matters most. Draw custom shapes on a map to create targeted contact lists based on the areas you care about—not just preset boundaries like suburbs or electorates.

• Create precise geographic target areas by drawing shapes directly on a map
• Filter contacts based on whose primary address falls within your custom boundary
• Name and save your custom areas for consistent targeting across campaigns
• Move beyond standard boundaries to focus on exactly where your audience lives

Let your members find each other with a self-managed public directory. Organisations can opt in to appear in a searchable directory, update their own listings, and connect with the broader community—all within your SwiftFox website.

• Give members a searchable directory of other member organisations on your website
• Let members control their own listing—opting in or out and updating their profile
• Filter directory results by category, location, or other custom criteria
• Help your community network and connect without manual admin on your side

Filter List Builder by the payment history of your contacts—like who’s paid, who hasn’t, and when payments were made. A faster way to find exactly who you need for receipting campaigns, follow-ups, and financial reporting.

• Build lists of contacts who have or haven’t made payments within a date range
• Segment by payment amount, method, or status for targeted follow-up
• Create accurate financial outreach lists without manual exports or spreadsheets
• Combine payment history filters with other criteria for precise segmentation

Give your team control over how data looks in their SwiftFox environment. Now admins can set system-wide defaults for date and number formats, ensuring consistency across reports, exports, and the interface.

• Set default date formats that apply consistently across the platform
• Configure number and currency formats to match your region or reporting standards
• Eliminate format inconsistencies in exports, reports, and integrations
• Give your team a predictable, consistent data experience without individual setup

Lock down your interface with a customisable timeout. Set how long SwiftFox waits before locking due to inactivity—giving you the right balance between security and convenience for your team’s working style.

• Set a custom inactivity timeout that matches your organisation’s security requirements
• Balance security with usability by choosing a timeout that suits your team’s workflow
• Ensure sensitive data is protected when users step away from their devices
• Apply consistent session settings across your whole team

Control which user groups can access which features across your SwiftFox system. Granular permission settings let you define exactly what each team member can see and do—keeping sensitive data protected and workflows clean.

• Set permissions at the feature level to control what each user group can access
• Protect sensitive data by restricting visibility to authorised users only
• Define read, edit, and admin levels for each area of the platform
• Keep your team focused by surfacing only the tools they need for their role

Build contact lists from people who’ve volunteered for specific roles—filtering by skill, availability, location, or any other attribute. A faster, smarter way to find the right volunteers at the right time.

• Filter volunteers by skill, availability, location, or other volunteer-specific fields
• Build targeted lists for specific campaigns or events using volunteer data
• Combine volunteer filters with standard contact criteria for precise targeting
• Save volunteer lists that update automatically as new people sign up

Take control of your system’s visual identity. Custom Theming lets you apply your organisation’s brand colours and styling across your SwiftFox-powered website and Login Portal—so everything feels like you, not off-the-shelf software.

• Apply your brand colours to your website and portal without custom development
• Create a consistent visual identity across all member-facing touchpoints
• Update theming centrally so changes roll out everywhere automatically
• Make your digital presence feel like a natural extension of your organisation

Customise your payment forms with the flexibility they need. Now you can create optional or required payment fields, set conditional logic, and control when and how payment options appear to your contacts.

• Add custom fields to your payment forms to collect additional information at checkout
• Set fields as required or optional to suit your specific needs
• Use conditional logic to show or hide fields based on other responses
• Capture the data you need without complicating the experience for payers

Set conditions that contacts must meet before they appear in your List Builder results. Filters now support ‘must match’ logic, letting you define minimum criteria and making your segmentation smarter and more precise.

• Define mandatory criteria that every result must satisfy
• Combine must-match conditions with standard filters for layered precision
• Reduce noise in your lists by excluding contacts who don’t fully qualify
• Build more reliable segments for campaigns, reporting, and outreach

Filter your contacts using geographic boundaries you actually care about—not just the standard regions. Now you can build lists based on any boundary type in your system, including custom boundaries you’ve defined yourself.

• Build contact lists using any boundary type—electorates, service areas, or custom zones
• Combine geographic boundaries with other filters for precision targeting
• Reach exactly the right people based on where they live or work
• Save geographic filters as reusable lists that update automatically

When you’re visiting contacts door-to-door, you need to see who’s been contacted and who hasn’t—without breaking your stride. Visit tracking now shows status indicators on your address list, so you know exactly what’s been done and what’s next.

• See at a glance which addresses have been visited and which are still pending
• Track visit outcomes directly on your route list while canvassing
• Resume interrupted visits without losing your place in the list
• Keep your team coordinated with real-time status updates across devices

Distribute call workloads instantly across offices. Create one source list, then generate tailored call lists for multiple locations—each seeing only the contacts they should. Perfect for coordinating campaigns at scale.

• Create a master call list once, then instantly share it with multiple offices or regions
• Each location receives only the contacts they have permission to see
• Coordinate large-scale calling campaigns while respecting data visibility rules
• Save hours of manual list creation and assignment