Recent releases

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 or missing context.

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 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.

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

Send the right message at the right time—automatically. This feature lets you trigger actions based on receipt status (success, failed, or pending), so you can follow up with payers instantly. Think automatic thank-you emails when a payment goes through, or gentle retry prompts when something fails. It's a simple way to keep communication timely without lifting a finger.p>

We've added 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.

Stop manually creating tasks every time a form comes in or a contact updates their details. This automation lets you 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. Set who it goes to, when it's due, and what needs doing. Then let it run.

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. No more rebuilding the same look every time. Just set it, save it, and let SwiftFox handle the rest.p>

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

Document templates now respect your circles. If you're working across different teams, departments, or groups, you can 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.

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.

Now your Case Management view only shows what matters in your current context. Cases are now "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 with the cases that are relevant to your immediate work.

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.

Draft and send emails to individual contacts without leaving SwiftFox AI. Just tell AI who to reach and what to say—it'll write the email and queue it up for your review before sending. No switching tabs, no copy-pasting. Just faster, smarter outreach.

Circles are how you organise your people—by team, region, interest group, or whatever makes sense for your work. Now you can create and manage them yourself, without needing help from support. Set up a Circle, link it to your live lists, control who can access it, and configure the basics like email settings and default mapping. It's your structure, your way.

Turn your search results into action lists in seconds. Now you can 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.

Turn your list results into email campaigns in seconds. Filter your database, refine your audience, then launch straight into the Email Campaign Builder with everything pre-populated. Faster, smarter campaigns built in seconds.

Customise your case statuses to match how your team actually works. Create status values that align with your internal processes, so everyone knows exactly where things stand—whether that's "Escalated to Platform," "Waiting for Review," or whatever makes sense for your workflow.

Custom fields are powerful—but only if people know what they're for. Now you'll be able to add descriptions to any custom field in SwiftFox, so your team knows exactly what to track and how to use it. Hover over a field on any profile and get instant context—no more guessing, no more digging through old threads.

Track exactly what matters with custom fields on posts and tasks. Go beyond standard activity logging by adding your own unique data points to every interaction—perfect for specialised workflows, compliance tracking, or simply capturing what's most important to your team.

Set the stage for faster form completions. Now you can define default answers for form fields that pre-populate when someone opens your form—saving time and increasing completion rates for forms with common or expected responses.

Take control of your system setup by removing unnecessary category types. This update lets you delete preset categories that don't fit your workflow, giving you a cleaner, more relevant experience. Less clutter, more focus on what actually matters to your organisation.

Now you can display organisation websites directly in your Action Centres. This enhancement is particularly valuable when using Action Centres as Member Directories, giving your members a complete view of each organisation's key information in one place.

Control who can access each email category in SwiftFox. Set permissions by Circles or User Groups, so teams only see the campaign types relevant to them. This keeps your email setup clean, organised, and easier to manage—especially when different teams run different campaigns.

Email Template Blocks provide you with prebuilt sections that you can drag straight into your emails—no fussing with layout or spacing. Think feature highlights, CTAs, image-text combos, and cards that look polished from the start. Build faster, look sharper, and spend less time tweaking pixels.

SwiftFox AI just got sharper. Search faster, dig deeper, and get the details that matter—like locations, birthdays, and custom field data—all surfaced instantly. With support for every field type (yes, even calculated and rule-based ones), your searches now understand context better and deliver answers that actually help you act.

Keep your payroll deductions in sync with your CRM data, no manual cross-checking required. The enhanced Payroll Deduction Importer now supports the full range of fields you're already using in the main importer—including linked fields like worksite lookups—so you can update member records directly from payroll files and pick up where you left off in the main importer.

Processing payroll deductions just got smarter. This update lets you handle multi-payer files, update member records automatically, and match payments with precision—even when things get messy. Perfect for organisations reconciling complex employer remittances.

Handle complex membership payments without the headaches. Enhancements to our existing payroll deduction tool will intelligently process multiple payers, update records on import, and use smart matching to reconcile payments—even handling those tricky casual members and unmatched records automatically.

Find the right people faster. Now you can filter lists based on post interaction history and custom fields—not just when a post was created or who made it. Search by when someone engaged with a post, or use custom post data to drill down with precision. It's a smarter way to segment your audience and act on what matters.

Find what you need faster. List Builder now lets you search across even more fields—including financial summaries, subscription dates, organisation connections, personal details, and gender. Build smarter, more precise lists without the workarounds.

When an automation won't work the way you expect, you'll know straight away. Clear, upfront error messages help you spot setup issues before you save—so your automations actually do what you need them to.

SwiftFox's API now includes new event endpoints that make it easier to manage events programmatically. List upcoming events, register attendees, and update RSVP statuses—all through clean, well-documented API calls. If you're building integrations or automating event workflows, this gives you more control and flexibility.

Tag your events with ease. Now you can categorise events flexibly with tags instead of rigid custom fields. Just like you already do with email campaigns, you can add multiple tags to any event, making organisation and searching simpler than ever.

Organise and find events faster with tags. Our new tagging system gives you a lightweight, flexible way to categorise events without building custom fields every time. Think of it like tagging emails—simple, powerful, and designed to help you find exactly what you're looking for when you need it.

Take control of what data leaves your system. Export Approvals introduce checks and balances to protect sensitive information while still keeping workflows moving. Configure thresholds, assign approvers, and maintain clear audit trails for complete visibility.

See exactly what filters and parameters shaped your dashboard—right in the export. No guesswork, no second-guessing. Just context that travels with your data, so anyone who opens the report knows what they're looking at.

Filter your user views with @me to instantly see what matters to you. Now you can create and save shared views where each team member only sees their assigned items—no more wading through everyone else's tasks.

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.

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—giving you more hands on deck while keeping your data secure and your operations streamlined.

Import more contact details in one go. SwiftFox now supports additional fields for both people and organisations—including gender, middle name, suffix, known as, occupation, ABN, and more. Bring your data across without the manual cleanup.

Link related data across multiple levels of your organisation. Create powerful hierarchical relationships that help you see the bigger picture without losing the details.

Keep contact data accurate and controlled. Lock down key details like names, addresses, and dates of birth so they can't be accidentally changed or deleted—while still letting your team add emails, phone numbers, and secondary addresses as needed.

Take control of your payment providers. The Provider Settings page lets you connect and manage your own payment gateways—like Stripe—so you can process transactions your way, with full visibility and control.

Never lose track of what matters. 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—it's about making sure you have what you need when you need it.

Take control of your member data accuracy with enhanced contact detail management. This upgrade gives you precise control over how members update their information—preventing accidental data loss while maintaining compliance requirements. Say goodbye to manually fixing contact details and hello to clean, reliable member records.p>

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. No more awkward pinching and zooming when you're away from your desk.p>

Model complex organisational structures with up to four levels of hierarchy using our enhanced linked fields system. Now you can accurately reflect real-world relationships between organisations - from local sites rolling up to regions, national groups, and parent companies.

Organise your lists without the clutter. Folders let you group, sort, and find what you need faster—especially when you're managing dozens of lists across teams or campaigns. Create folders, move lists in and out, pin what matters most, and keep your Lists area clean and navigable.

Plans evolve. Subscriptions change. The tools managing them should keep up without forcing you to start from scratch. These enhancements let you tweak active plans—update names, adjust payment settings, and configure fees—without disrupting live subscriptions. Copy fees to speed up setup, set pro-rata rules upfront, and nail renewal offsets when you first create a fee. Less guesswork, fewer errors, more control.

See everything that matters in one place with our new Posts Action Centre. This dedicated dashboard 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 a clean, structured format that puts you in control of your communication data.

Email campaigns now show their status in real time—from preparation to sending to completion. The list refreshes automatically so you always know where things are at. Larger campaigns (over 100,000 recipients) get extra preparation time to keep delivery smooth and reliable.

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—and keeping your community organised without the extra effort.

Your admins can now reset two-factor authentication directly from a user's profile—no support ticket needed. See which users have 2FA enabled at a glance, and give them a quick fix if they're locked out.

Control who sees what. SwiftFox Maps now respects Circles, so your saved map datasets are scoped to the right people. You'll only see maps from Circles you're part of—and everyone else gets the same clarity. It's cleaner, more secure, and keeps your data where it belongs.

Take control of your data with self-serve Action Centres. Now you can build, customise, and share powerful data dashboards directly from your ListBuilder results—no more waiting on technical help. Simply filter your data, choose what matters, and create an interactive workspace that helps your team take action fast.

Take control of your financial structures with our new self-service plan management tools. Create, configure, and adjust your subscription plans directly from SwiftFox—no more waiting on manual updates from our team. This puts powerful pricing and plan management right in your hands, exactly when you need it.

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.p>

Forget financial inconsistency. We've standardised all SwiftFox payments to follow a clean, auditable model where every transaction starts with an invoice and ends with a receipt—only after payment's received.p>

Currently, if you are not using SwiftFox’s invoice system to manage payments, then you will be on a ‘receipt first’ system.p>

Get help without leaving SwiftFox. The new SwiftFox Resource Centre creates support tickets right where you're working, sending your issue straight to the support team without switching tools or disrupting your flow.

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. It's single sign-on that actually works—secure, fast, and invisible to the user.

No more double-checking payment records. This upgrade to our Xero integration means when members pay through SwiftFox, those invoices automatically get marked as paid in Xero too. Say goodbye to accounting confusion and hello to financial records that actually match.

Right now, if someone starts filling out your form but doesn't hit submit, that data vanishes. This feature changes that. SwiftFox will capture partial form submissions as people fill them in, so you can see who's engaged—even if they don't finish. You'll be able to follow up with leads who got halfway through, update saved drafts if they return, and decide when to discard forms that never get completed.

Automate smarter with category types. Now when a trigger fires—like a new donation, event signup, or form submission—your automations can automatically update a contact's category type. Just like updating custom fields, but for the way you group and organise your people.

Right now, managing website user accounts means emailing the SwiftFox team every time someone needs access or when an account needs to be disabled. This update hands control directly to website admins. Create new Umbraco backend accounts, disable access when needed, and keep your team moving without the wait.

See exactly what kind of CPD points you're earning—directly in your Goals interface. No more exporting data just to check point categories. We've added this detail right where you need it, making it easier to track your professional development progress at a glance.

See which ListBuilder lists your contacts belong to directly from their profile page. No more jumping between screens to check list memberships—now you can troubleshoot targeting, confirm campaign eligibility, and manage list inclusion all from one place.

Visit management just got sharper. Print clean maps of your visit area, see custom field details when checking who lives at an address, and add follow-up tasks the moment a visit wraps. Built to keep field teams moving without the admin drag.

Connect SwiftFox with the tools you already use. With new Zapier actions for Receipts and Data Tables, you can automate workflows, sync data across platforms, and build integrations without writing code. Create receipts, pull data from tables, or update records—all through simple Zaps that save time and keep everything in sync.