Beneficiary Database

Beneficiary Custom Data

A donor and recipient CRM must cater for all custom data. You can specify what to see for each of your contact types. The data you keep for donor may only require one tab to house it. This is different to the data you keep for your recipients. Arrange tabs of information for many extra fields.

Examples of custom fields are:

  • Profile Selectors (Race, Nationality, Program Involvement)
  • Education (School, Grade, Subjects)
  • Joining (Date, Reason, Alerts)
  • Health (Medical, Allergies, Disabilities)
  • Narrative (Comments, Development Plan, Background)

The system determines what data to show you based on the contact type. In the case of beneficiaries, it will show you additional data. Can change based on program involvement.