Development roadmap

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.

• Edit plan names, payment settings, and tracking codes while subscriptions are live
• Update fee financial and payment settings without pausing active plans
• Duplicate existing fees to save time and reduce setup errors
• Configure pro-rata behaviour directly in the front end for fees and subscriptions
• Set renewal offsets clearly when creating new fees

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.

• Map and import every field type supported by the main importer, including contact details, custom fields, and linked records
• Update linked fields (like worksite assignments) by matching payroll identifiers to existing organisation records
• Review and apply payroll updates using the main importer's familiar workflow and difference detection
• Save time by eliminating double-handling between payroll processing and member data updates

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.

• Search by financial summary fields to target based on giving or payment history
• Filter by subscription dates—last paid or next attempt—to track renewals and engagement
• Use organisation connection dates (start and end) to segment by tenure or active membership
• Search by personal details like gender to refine targeting for campaigns or reporting

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.

• Import complete contact records with fields like gender, middle name, and suffix for individuals
• Add known-as names and ABN details for organisations during import
• Save time by mapping occupation and other key profile fields upfront

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.

• Process deduction files from multiple employers or payroll agencies in one go
• Auto-update member records straight from PRD files—no manual data entry
• Handle non-member payments and zero-dollar casual receipts without breaking a sweat
• Match payments with advanced logic that catches edge cases other systems miss

Email layout blocks give you prebuilt 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.

• Drop in ready-made sections like hero banners, feature blocks, and calls-to-action without building from scratch
• Keep your emails on-brand and consistent, even when multiple people are creating them
• Skip the layout headaches—spacing, alignment, and structure are handled for you

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.

• 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

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.

• Send automatic "payment successful" emails or SMS messages
• Trigger follow-ups when a payment fails, with clear next steps for the payer
• Update contact records based on transaction outcomes
• Personalise messages with receipt details like amount, date, and status

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.

• Print visit area maps so you can plan smarter routes offline
• View custom contact fields directly when checking who's at an address
• Add tasks instantly after completing a visit—no switching screens

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.

• 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 or commissions
• Control which fields stay locked and which stay editable at the system level

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.

• Create email campaigns directly from List actions
• Skip straight to building your campaign with recipients already loaded
• Name, tag, and categorise your campaign before you even leave the list

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.

• 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 (where supported)

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.

• 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

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

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.

• Add one or more tags when creating or editing events
• Quickly filter events by tag in the Events module
• Search for events using tags in List Builder and reporting
• Use the same intuitive tagging system you already know from email campaigns

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

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.

• View contact profiles with a layout that is 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

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.

• 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

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

• Build nested relationships like Store → Brand → Parent Company → Holding Group
• Follow connections through your entire organisation for cleaner reporting
• Filter and search across relationship chains to spot patterns and insights
• Maintain clear data relationships without complex workarounds

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.

• Save action centres with filters that automatically show each user their own assignments
• Create team dashboards where everyone sees only what's relevant to them
• Share standardised views that adapt to whoever's looking at them
• Eliminate the need to recreate personal filters every time

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.

• Remove any default category types that don't align with your business needs
• Create a cleaner, more streamlined system configuration
• Customise your SwiftFox CRM setup to match exactly how your team works
• Maintain better data organisation by eliminating unused classifications

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.

• Create more comprehensive Member Directories by showing organisation websites alongside other contact details
• Give your members faster access to partner websites without leaving your platform
• Display a complete organisation profile including address, custom fields, phone number, and website in a single view

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.

• Pre-fill common answers to speed up form completion
• Set smart defaults for transaction amounts based on typical donations or payments
• Customise default selections for single-choice, multi-choice, date, text, and number fields
• Increase form completion rates with reduced friction

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 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

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

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.

• Create custom case status values beyond the default "New," "In Progress," and "Closed"
• Align your case tracking with your team's actual workflow language
• Tailor the system to match your processes instead of adapting your processes to fit the system
• Manage status options directly from SwiftFox Settings

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
• Keep circle-specific work organised and contained

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.

• 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

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/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

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.

• 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 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

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.

What you can do with it:

• 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

Who is it for?

Associations, Not-For-Profits, Professionals

• 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

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.

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

• 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

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.

• 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 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.

• 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/exclusion with immediate visibility
• Save time by eliminating the need to search for contacts across multiple lists

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.

• Keep financial records in perfect sync between SwiftFox and Xero without lifting a finger
• Eliminate those awkward "payment reminder" emails to members who've already paid
• Reduce manual reconciliation work and accounting headaches
• Create a cleaner audit trail with consistent payment records across systems

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.

• Create custom Action Centres directly from your ListBuilder results
• Design your own layout with the fields that matter most to your team
• Configure permissions to share actionable data with exactly who needs it
• Edit and update your Action Centres through the frontend as needs change

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.

• Set up customisable thresholds that trigger approval workflows based on export size or content
• Assign approval permissions to specific roles, creating the right balance of access and oversight
• Track all export activity through a central dashboard with comprehensive audit logs
• Receive notifications when exports need your review or get approved

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.

• Create custom fields specifically for posts and tasks, making your activity records as detailed as your people records.
• Add these fields to task and post creation screens for quick, consistent data capture.
• Search and filter by custom fields in List Builder for powerful reporting and workflow management.

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.

• Submit support requests directly within the SwiftFox interface
• Get faster help without breaking your workflow or switching platforms
• Include specific details about what you're working on for more efficient troubleshooting

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.

• Create and organise your own plan categories to match your organisation's structure
• Build and modify financial plans and fees in real time as your needs evolve
• Define custom plan options to give your members precisely what they need
• Make pricing adjustments autonomously without waiting for support

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.

• Display member organisations in a modern card layout instead of a traditional table
• Showcase essential details like name and website upfront, with additional information available on click
• Create a more visual, engaging experience for visitors exploring your member directory
• Maintain the same Action Centre data source while improving how it's presented on your website

Create projects directly from forms, without the back-and-forth. The SwiftFox Wizard now lets you automatically generate project records from approved form submissions, mapping all the right information to all the right places.

• Turn form responses into project records instantly—no manual data entry required
• Map form fields directly to your project table columns with precise control
• Maintain data integrity with consistent, automated workflows
• Track the full journey from form submission to project creation

Manage your own users directly in SwiftFox—no help needed. The new User Management feature puts the power in your hands to create accounts, set permissions, and manage access all from a central dashboard. No more waiting for support tickets or technical assistance to get your team up and running.

• Create new user accounts in seconds with just a name and email
• Assign roles and permissions before users even log in for the first time
• Send welcome emails and reset passwords directly from the platform
• Update user emails without losing account history or settings
• Keep control of who can access your data with simple deactivation options

Save your members time and boost form completion rates with our new auto-fill feature for targeted forms. Forms automatically recognise logged-in users and prefill their details—no more asking people to type information you already have. Whether in member portals, email campaigns, or personalised links, your forms now work smarter.

• Boost completion rates by removing friction from your forms
• Choose how much contact information appears: show all fields, just the name, or hide contact fields entirely
• Maintain data accuracy when forms are forwarded by letting recipients indicate "this isn't me"
• Create one form that works everywhere—automatically adapting based on whether the user is known

Take your field work on the go. The new mobile view for field visits lets you seamlessly manage door-to-door campaigns, member check-ins, and on-site surveys from your phone—no more clipboards or paper forms.

• Navigate through your address list while on the move
• Complete and submit surveys in real-time from your mobile device
• Track field activity progress without switching between devices
• Capture information at the point of contact for better accuracy

Target your audience with surgical precision. List Builder Exclusions lets you refine who sees your messages by filtering out contacts already in other lists. Perfect for avoiding campaign overlap or creating precisely segmented audiences without starting from scratch.

• Create more targeted campaigns by excluding people who've already received similar messages
• Build "everyone except" lists without recreating complex filter rules
• Easily remove specific segments (like recent purchasers or new contacts) from broader communications
• Combine the power of existing lists to quickly create sophisticated audience segments

Connect your members with interactive directories that bring your data to life. Our upgraded Action Centre tables now let your website visitors filter, search, and even export member information—putting the power of discovery in their hands while keeping you in control.

• Give website visitors tools to filter member data by location, speciality, or custom fields
• Place searchable directories on both public and private areas of your site
• Add optional CSV export for visitors who need offline access
• Control exactly which fields are filterable and who gets export privileges

This removes Australian-specific constraints and adapts to your region automatically. Whether you're in New Zealand, the UK, or Canada, members now interact with currency, dates, and location filters that match their local standards—no more seeing Australian dollars or states when you're operating internationally.

• Present member information in local currency formats (NZD, GBP, CAD) instead of Australian dollars
• Display location-relevant geographic filters instead of Australian states for events and news
• Show dates, times, and addresses in formats familiar to your regional members
• Create a seamless experience that feels local, regardless of where your organisation operates

Connect your digital and direct outreach in one seamless move. Export your carefully segmented contact lists directly to Meta as Custom Audiences, putting the same targeting precision from your email campaigns into your social advertising on both Facebook and Instagram. No more duplicate work or misaligned audiences between channels.

• Target the exact same audience segments in Meta ads (Facebook and Instagram) that you're reaching through email and direct communications
• Seamlessly push your SwiftFox list segments to Meta Custom Audiences with just a few clicks
• Align your digital advertising strategy with your wider outreach efforts without messy exports or manual uploads

Build campaigns that evolve with your audience. Live Lists bring dynamic, criteria-driven targeting to every outreach channel—letting your campaigns automatically adapt to changing member data without manual updates.

• Send campaigns to audiences that update in real-time based on your criteria (no more creating new lists for each send)
• Automatically include new contacts who meet your targeting rules, even after a campaign is set up
• Track who received what and when with built-in snapshots for audit and reporting

Target the right people at the right time based on how they've engaged with your emails. The Email Activity List Builder lets you create smart, focused contact lists based on actual email behaviour—whether they opened, clicked, or ignored your previous campaigns.

• Build targeted follow-up lists based on who opened, clicked, or ignored previous emails
• Re-engage contacts who haven't interacted with specific campaigns
• Exclude contacts who've already responded to avoid overwhelming them
• Filter by date ranges to focus on recent engagement patterns

Capture structured data directly through forms with our new data table integration. This feature lets you collect organised information of any type during customer interactions, surveys, or outreach activities—then automatically stores everything at the contact level for smarter segmentation and reporting.

• Build forms that populate custom data tables without any manual entry
• Track customer preferences and responses during any interaction
• Create structured surveys that feed directly into your contact database
• Collect consistent, organised data that's immediately available for reporting

A more personal way to reach your members via SMS. Send messages that actually feel relevant by using your custom fields as merge fields. Instead of generic blasts, your SMS campaigns can include specific details like member IDs, preferences, or any other data unique to your organisation.

• Make every SMS feel personalised by including custom field data specific to each recipient
• Preview how merge fields will display before sending, with smart fallbacks if data is missing
• Create more relevant SMS campaigns that drive better engagement and response rates
• Use the same custom fields you already trust for email campaigns in your text messages

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, no matter what information matters most.

Keep your data clean and reporting accurate with automatic tag application. Default Case and Post Tags eliminate manual tagging errors, ensuring consistent metadata capture across high-volume teams without slowing down your workflow.

• Set default tags that automatically apply whenever specific team members create posts or cases
• Ensure consistent data capture across all staff activities without manual intervention
• Maintain data quality standards while allowing users to add or override tags when needed
• Generate more reliable reporting with standardised tagging across your organisation

See the full picture of your call activity with our new Call Dashboard. Monitor trends, outcomes, and team performance through simple, visual widgets that show you what's happening across all your phone interactions. It's everything you need to understand call impact without drowning in spreadsheets.

• 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

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 your invite was the last message they received, their "Yes" or "No" will be properly recorded, making event management more flexible for everyone.

• 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.

Spot important records instantly with SwiftBadges across all record searches. These visual cues now appear whenever you search for contacts or organisations in SwiftFox—giving you immediate context about record status without clicking through to profiles.

• Identify VIPs, key stakeholders, or flagged records at a glance during searches
• Make smarter decisions faster with visual context in dropdown menus and selection modals
• Maintain consistent awareness of record status across all core CRM workflows
• Save clicks and time when working with contacts in event lists, email campaigns, and task assignments

Say goodbye to manual data entry. Our new MYOB export button transforms SwiftFox receipts into perfectly formatted accounting records with a single click. Financial reconciliation just got faster, more accurate, and far less tedious for your team.

• Generate complete debit and credit journal entries for each receipt
• Export financial data in MYOB-compatible CSV format
• Maintain accuracy with automatic mapping of account codes, tax codes, and job codes
• Process bulk receipts in seconds instead of hours

See your search results come to life visually with the new Map View in List Builder. Now you can instantly spot geographic patterns, identify concentration areas, and make more strategic decisions based on location data. It's the same powerful search capability you rely on, now with added spatial context that brings your data to life.

• View your search results on an interactive map to quickly identify geographic patterns and clusters
• Get better context for your outreach or campaign planning by seeing exactly where your list members are located
• Switch seamlessly between table view and map view depending on your current needs
• Make more informed decisions based on location data without needing a separate mapping tool

Tailor your membership forms by hiding specific subscription intervals you don't want to offer. For example, you can remove 3-year plans or any other intervals that don't align with your strategy, creating a cleaner, more focused signup experience.

• Customise which subscription intervals appear on your forms (monthly, annual, multi-year)
• Create more strategic pricing presentations without overwhelming potential members
• Simplify the signup experience by showing only your most relevant subscription options

Get your booking data when and where you need it. Stop copy-pasting from screen to spreadsheet—now you can export attendee information directly from the Bookings table with a single click. Perfect for reporting, reconciliation, or sharing event data with your team.

• Export complete attendee lists from any event, training session, or booking
• Include key details like contact info, payment status, and session data
• Apply filters first to export exactly what you need
• Use your data in Excel, accounting systems, or other planning tools

Export your SMS campaign data with just one click. Turn campaign results into usable CSV files so you can keep detailed records of all your messaging efforts.

• Export recipient names and mobile numbers from any completed SMS campaign
• Use this data for follow-up actions, compliance reporting, or deeper campaign analysis
• Maintain consistent workflows between your email and SMS communication strategies

Track every email that matters—even the automated ones. Now when contacts receive emails through your automations, they're fully logged as campaigns with complete engagement data. This means better visibility into what's working, clearer communication history, and a more complete picture of how people interact with your messages.

• See exactly which automation emails are getting opened, clicked, and driving action
• Track engagement across all emails—whether sent manually or automatically
• Build more complete contact profiles with full communication history
• Make smarter decisions about your email strategy with comprehensive data

Track your finances exactly how you need them with our new Tracking Categories feature. Create custom tracking codes that work across your entire financial workflow—completely independent of Xero. Perfect for MYOB users or anyone who wants better internal financial organisation without being tied to specific accounting systems.

• Create custom tracking categories (like Job Codes or Campaign IDs) that work throughout your entire 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

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. Perfect for year-end reporting without the spreadsheet headaches.

• 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

Map and manage precise geographic territories for your field outreach in one place. Target Area Management lets you define street-level zones, assign team members, and track coverage—transforming scattered fieldwork into a structured, trackable system that shows exactly who's covering what and when.

• Define specific target areas by street and house number ranges for precise coverage planning
• Assign territories to team members with clear boundaries and instructions
• Track outreach coverage with visual maps that show progress at a glance
• Add notes to each area for special instructions or field observations
• Filter and sort territories to coordinate large-scale distribution efforts

Create and integrate your SwiftFox forms seamlessly into Umbraco websites without the hassle of iframes or scrollbars. This direct integration delivers a smooth, native experience for your website visitors while maintaining all the power of SwiftFox forms.

• Build forms in SwiftFox and connect them directly to your Umbraco website with a simple block
• Display forms that look and feel like a natural part of your site—no more awkward scrollbars or iframe limitations
• Maintain advanced functionality including CAPTCHA protection and multi-page form experiences
• Collect submissions in SwiftFox while keeping your website design clean and consistent

Streamline your in-person outreach with Field Visits—a powerful tool that turns door-knocking, community check-ins, and site visits into actionable data. Set up campaigns in three simple steps, track progress at a glance, and capture insights that matter.

• Create structured outreach campaigns with a guided three-step workflow
• Link campaigns to custom forms for consistent data collection
• Assign target locations from existing contact lists
• Track campaign progress with a clear overview dashboard

Break your events into specific time slots and manage who's doing what, when. Event Sessions lets you create, track, and assign staff to multiple segments within a single event—perfect for conferences, multi-day training, or volunteer coordination. Stop juggling spreadsheets and start seeing exactly who's covering each part of your event.

• Create named time slots within events with their own start/end times
• Assign staff or volunteers to specific sessions rather than the entire event
• View attendance counts per session at a glance
• Easily see which team members are covering which parts of your event

Need your receipts? Get them when you need them, not when support has time to email them. Our new downloadable receipts feature puts payment records right at your fingertips in the Login Portal—ready to save, print, or forward in seconds.

• Download or print a PDF receipt directly from your payment history
• Access payment records instantly without contacting support
• Keep organised records for reimbursements, tax time, or personal tracking
• Find receipts in the same place you already view your payment history

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. Perfect for reaching people in specific neighbourhoods, event catchment areas, or along campaign corridors.

• 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

Distribute call workloads instantly across offices with our Bulk Call Maker. 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 while maintaining proper data boundaries.

• 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

Divide SwiftFox into secure, structured spaces that mirror your real-world organisation. Circles lets you balance local autonomy with central control—giving teams exactly what they need while leadership maintains full visibility across everything.

• Create separate spaces by branch, region, team or campaign—each with their own workflows, automations and dashboards
• Control who sees what by assigning users to specific Circles with tailored access levels
• Share templates and core data across Circles while maintaining appropriate boundaries
• Run Circle-specific automations and settings that match local needs without fragmenting your database
• Scale easily as you grow without duplicating systems or complicating administration

With these enhancements, you'll have more control over how news content looks and behaves on your website—from fully displayed content to manually ordered tiles and smarter navigation options. It's about making your news section work exactly the way you want it to.

• Display complete content in news tiles when needed, preserving formatting for structured information like team listings or multi-line content.
• Manually arrange news and team tiles with simple drag-and-drop ordering—putting your most important stories exactly where they belong.
• Make your news pages more intuitive with clickable headlines and customisable "View More" buttons that match your brand.
• Configure your search bar experience—from comprehensive filters to streamlined searching or none at all.

Find the people you need instantly, even when you only have bits and pieces of information. SwiftSearch now lets you look up members or contacts by their address, phone number, or date of birth—not just their name. It's the same search bar you already use, now with more ways to find exactly who you're looking for.

• Find someone quickly when a member calls but you only have their phone number
• Look up contacts by partial address details during support conversations
• Verify identity faster using date of birth when multiple people share similar names
• Spot which field matched your search with clear visual indicators for each result type