Recent releases

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

Give admins full control over API access with a dedicated settings page. Create, manage, and rotate API keys with custom expiry dates, user assignments, and scope controls—all from one simple interface. It's security and flexibility in one place, so you can connect SwiftFox to your stack without worrying about who has access to what.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

Build smarter lists using actual contact history. Filter by calls and visits to find people based on when they were contacted, what the outcome was, who reached out, and whether it worked. No more guessing or digging through records—just set your criteria and get the list.

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.

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 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.

If your team uses auto‑generated case numbers to track and manage support requests, you'll soon be able to surface those reference fields directly in your Case Action Centre. This update makes it easier to identify and triage cases at a glance—without switching views or losing context.

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.

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.

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.

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.

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.

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.

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 the right places.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

Make mistakes without the stress. The email editor now lets you undo and redo changes while you're building campaigns—so you can experiment freely, reverse errors in a click, and move faster without fear of breaking your design.

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.

Your email templates deserve a proper home. The Template Library gives you one central place to store, browse, and reuse all your saved email templates. No more hunting through old campaigns or rebuilding from scratch. Pick a template, start strong, and keep your brand consistent across every send.

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

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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 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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

Event Ticket criteria now run on the same List Builder filters used across the rest of SwiftFox. No more switching mental models halfway through event setup — eligibility rules work exactly the way you’d expect, with the same options and logic you already use everywhere else.

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.

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.

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.

Updating payroll deductions just got faster. Select multiple rows at once, see termination dates right where you need them, and group changes by type so you can work through updates in batches instead of one painful click at a time.

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 emails (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.

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.

Someone bought too many tickets and needs a refund. It happens. Now you can process full or partial refunds directly in SwiftFox—adjusting bookings, tickets, and capacity in real‑time. Whether you're refunding an entire booking or just dropping a few seats, everything stays accurate and up to date.

Hard‑coded dates in Automations slow you down. With relative dates, you can use dynamic values like @today or @today(+7d) in your Automation date fields — so your automations stay accurate and useful no matter when they run.

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.

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.

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 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.

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 quickly.

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.

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.

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.

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.

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.

See gender, age band, and occupation details right there in your visit records. No switching tabs, no digging through contact profiles—just the demographic context you need when you're logging or reviewing a visit.

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 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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

Category management shouldn’t pull you out of the work you’re already doing. This update lets you change Category Types directly inside Action Centre workflows—so you can adjust records on the fly without jumping between screens or switching tools.

Keep your categories in sync—automatically. This update lets you manage Category Types through the SwiftFox API, so your integrations and external workflows can update them without manual fuss. Perfect for teams running connected systems who need category data to stay consistent across the board.

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.

Calling volunteers sometimes miss outcome options because they're tucked away behind a secondary menu — and that means lost data. The refreshed Calls UI brings everything into view. A cleaner two‑column layout puts call outcomes right where you need them, alongside a new action toolbar that makes it easy to log callbacks, create tasks, and stay on top of your activity without hunting around the screen.

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.

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.

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.

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.