custom beneficiary data

The system allows users to specify what data to show for different contact types, such as donors and recipients. This means that the data displayed for donors may only require one tab to house it, while the data for recipients may require additional tabs to accommodate the extra fields.

The system also offers the ability to customize the data that is tracked for each contact type. Examples of custom fields that may be included are:

• Profile selectors (such as race, nationality, and program involvement),
• Education information (such as school, grade, and subjects),
• Joining date and reason,
• Health information (such as medical conditions, allergies, and disabilities),
• Narrative information (such as comments, development plans, and background).

Overall, this review highlights the flexibility and customization options available with a donor and recipient CRM. It allows users to easily organize and access the data they need, and track additional information that is relevant to their specific needs.