Platform capabilities

Email Insights

View insights related to email activity, including the number of emails sent, opened, clicked, and bounced.

Event Insights

Access details about events, such as the number attended, upcoming, missed, or unresponded.

Contact Interests

Store and manage a list of contact interests selected from a pre-defined list.

Projects in SwiftFox

View a list of projects the contact is attached to in SwiftFox Projects. This includes the project name, status, and other relevant details.

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Create and manage custom fields

Users can create and manage various custom fields to store specific types of information. These include:

• Select fields: Choose one or more values from a custom list.
• Date fields: Store important dates.
• Linked fields: View information from an organisation the contact is associated with.
• Number fields: Store numerical values.
• Formula fields: Calculate values based on number fields.
• Text fields: Store free text.
• File upload fields: Attach documents to the contact’s profile.
• URL fields: Store website links or hyperlinks.
• Boundary fields: View geographic boundaries, such as suburbs, local government areas, electorates, and custom boundaries.
• BPay Reference fields: Store a BPay reference.
• Auto-increment fields: Generate automatically increasing numbers, such as membership numbers.

Reorder the layout of custom fields

Users can reorder the layout of custom fields to customise their organisation. This includes:

• Custom field sections.
• Individual custom fields within sections.

Send an email

Users can send an email directly from a contact’s profile.

Send a text message

Users can send a text message directly from a contact’s profile.

Assign a task

Users can assign a task related to the contact.

Generate a letter or document

Users can generate a letter or document in Word that is pre-populated with contact details.

Make a call and complete a survey

Users can make a call and complete a survey while on the call.

Complete a survey

Users can complete a survey directly from a contact’s profile.

Attach a contact to organisations

Contacts can be attached to an unlimited number of organisations, allowing for flexible tracking of affiliations.

Assign a role to a contact

Define the specific role a contact holds within each organisation for better clarity and organisation.

Set a Primary Organisation

Designate a Primary Organisation as the main organisational affiliation for the contact.

Track historical affiliations

Specify start and finish dates for organisational attachments to maintain a record of historical affiliations.

Assign organisation-specific contact details

Assign different contact details based on the organisation a contact is linked to, ensuring accurate information for each affiliation.

Export organisational roles and details

Export all organisational roles and related details for external use or record-keeping.

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Store email addresses and subscription preferences

Users can store one or more email addresses and manage subscription preferences for each.

Store multiple addresses

Users can store mailing, home, office, and electoral addresses.

Store phone numbers

Users can store mobile phone numbers, landline numbers, and fax numbers.

Store social media details

Users can store social media details, including LinkedIn, Instagram, Facebook, X, and WeChat.

Store website details

Users can store their website information.

View a detailed audit log

Users can view a comprehensive record of all changes and interactions related to a contact. This includes details such as who has viewed the contact, the date and time of the view, and any changes made to contact details, including who made the changes and when.

Changes to custom fields

For custom fields, users can track old and new values, see who made the changes, and view the date and time of each change.

Search, filter, and sort the activity log

Users can search, filter, and sort the activity log to enable detailed tracking and easy navigation.

Restricting contact visibility

Users can restrict contact visibility to specific users or user groups, ensuring privacy and controlled access.

Setting contact details as hidden or view-only

Users can configure contact details to be hidden or view-only for particular users or groups, maintaining confidentiality.

Customising field visibility

Users can set custom fields or field sections to be hidden or view-only for specific users or groups. This flexibility allows tailored access control.

Managing task permissions

Users have the option to hide or set tasks as view-only for certain users or groups, providing control over task visibility.

Controlling post visibility

Users can hide posts or make them view-only for specific users or groups, ensuring selective access to shared content.

Store payment methods

Users can securely save payment methods, including credit card or account details.

View a financial snapshot

Users can access an overview of their financial data, which includes total payments made, year-to-date (YTD) payments, any arrears for recurring payments, and a breakdown of financial data by financial year.

Create and manage subscriptions

Users can create and customise subscriptions by:

• Adding a plan, payment method, payment frequency, and start date.
• Setting whether the subscription auto-renews.
• Customising the payment schedule.

View receipts

Users can review receipts for past payments.

Process new payments

Users can manually process new payments as needed.

View and manage invoices

Users can manage invoices, including creating new ones with details such as invoice date, reference number, due date, currency, tax rates, and status.

Assigning tasks

Users can assign tasks to themselves or to other users, such as following up on calls or processing memberships.

Setting due dates

Users can specify due dates and times for tasks to ensure timely completion.

Defining permissions

Permissions can be set to determine who is able to view a task.

Managing tasks in a table view

Users can view and manage all tasks related to a contact in a table format. Tasks can also be edited directly from the table.

View key contact details

Users can view a snapshot of key contact details displayed in a business card view at the top of the profile.

Store personal details

Users can store personal details such as title, first name, middle name, last name, known as, suffix, date of birth, and language.

Create and assign category types

Users can create a list of category types and assign a specific category type to a contact.

Assign a leader

Users can assign a member of the organisation to act as the leader of the contact.

View contact creation details

Users can see the date a contact was created and who created it.