Recent releases

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. Keeps your email setup clean, organised, and easier to manage—especially when different teams run different campaigns.

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 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.

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.

Add Spotify links to your email social media icons—so your audience can connect with you wherever they hang out.

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.

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.

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.

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.

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.

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.

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.

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.

Running awards programmes shouldn’t mean juggling spreadsheets, emails, and crossed fingers. This feature gives you a proper system to create, track, and manage awards for your members or contacts—all in one place. Use Projects to set up award programmes, then let judges assess entries through your Login Portal. It’s built to make recognition programmes feel less like admin work and more like the celebration they should be.

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.

Get sharper insights into your case management with a dashboard that actually shows what’s happening. Filter by who’s working on what, track cases by custom fields, and see status breakdowns at a glance. Plus, tag‑based reporting and custom columns in your recent cases table mean less digging, more doing.

See what's happening across your cases without digging through records. This dashboard gives you live counts, status breakdowns, team workload, and recent case activity—all in one view. It's built to help you spot bottlenecks, balance work, and stay on top of what matters most.

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.

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.

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.

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.

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.

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.

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.

Design news and content feeds that fit your brand—not a one‑size‑fits‑all template. Build custom card layouts with your own styling, choose what information appears (like titles, dates, or images), and control how stories show up across your site. It's flexible, visual, and built to make your content work harder.

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.

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.

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.

Email Template Blocks give you pre‑built sections 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.

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.

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.

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.

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.

Guests can now log in using either their mobile number or email address—whichever works best for them. If a contact has both enabled, they can use either one to access the same account. It’s a small change that makes guest access more flexible and removes friction.

Goals don't always fit neatly into points alone. Sometimes time matters just as much—whether it's CPD hours, volunteering shifts, or hands‑on training. Now members can work towards goals that combine both points and hours. Set targets like “50 professional development points and 25 facilitation hours,” and let activities contribute what they should across multiple categories. It's a smarter way to reflect real‑world achievement pathways.

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.

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.

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—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.

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.

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.

SwiftFox’s API now includes new event endpoints that make it easier to manage events programme‑matically. 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.

Talk to more than one person at the same address without losing your place. Now when you’re door‑knocking or visiting a location, you can record multiple conversations with different people—right after finishing the first survey. No need to start from scratch or juggle separate forms.

See your entire organisational structure in one clean, interactive view. The Organisation Tree Map shows parent organisations at the top, with all their sub‑organisations nested underneath. Expand any branch to explore the full hierarchy—no more hunting through individual records or trying to map out relationships in your head.

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.

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.

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‑rate rules upfront, and nail renewal offsets when you first create a fee. Less guesswork, fewer errors, more control.

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.

Top up your SwiftFox account with credits and use them to send SMS, make calls, and send e‑mails (above monthly quota) — without waiting on our team. Add funds when you need them, set up auto top‑up, and get straight to connecting with your people.

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. It’s a simple way to keep members and stakeholders in the loop without extra tools or manual updates.

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.

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.

A polished, cohesive look across SwiftFox’s key feature pages. The new hero banners bring more of our brand to the surface while giving you a consistent spot for quick actions and navigation. It’s the first step in a broader platform refresh—cleaner layouts, sharper messaging, and visuals that actually help you get oriented fast.

Tables, buttons, and calendars just got sharper. The interface now aligns with our refreshed design—cleaner borders, updated colours, and smarter layouts that feel more cohesive. Navigation is simpler too: toggles replace tabs in key areas like the Events Calendar, Text Inbox, and Lists Folders, and controls live where you'd expect them.

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.

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

Find the right people based on the roles they hold. This new filter option lets you build lists by position type, organisation, and timeframe—not just by individuals. Pull together everyone in a specific role, track changes across teams, or create targeted outreach lists based on who holds what title and where. Results update live, so your lists stay current without the busywork.

Search your form responses like you search anything else. Filter lists by the answers people gave—whether it’s a checkbox, date, or open‑ended response. No extra steps, no exporting data. Just build smarter lists with the info you already have.

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.

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.

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. Less clicking, less guessing, more getting things done.

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.

Keep your campaigns on point. Sort your target areas and streets alphabetically so you can find what you need fast—less scrolling and guesswork. It’s a small change that makes managing a large list of areas a whole lot easier.

Invoicing just got cleaner. Every subscription period now creates a proper invoice with line items. Payments apply directly where they should, arrears is always accurate, and adjustments are handled without the mess. It’s the behind‑the‑scenes rework that makes billing feel less like admin and more like something that just works.

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.

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.

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.

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.