# Advanced Fields

## Overview

<mark style="color:$primary;">**You can access the Advanced Fields tab via the Admin category in the left sidebar.**</mark>

Each donor has an individual card where all relevant information is displayed. The DRM platform provides an initial, basic layout that includes core details such as name, address, phone number, and email.

Your organization may need to store *additional* donor information beyond these basics - this is where **advanced fields** come in. This section allows you to add extra details to each donor card, tailored to your organization’s specific needs.

***

## Custom Fields Features

Here you can create **custom fields** that appear on each donor's profile - to store additional information important to your organization.

You can choose between a **free-text** field, where information can be entered manually, or a **dropdown** field with predefined options to select from.

Later, you can filter and sort donors based on these custom fields, making it easy to track, manage, and analyze specific segments or groups.

### <mark style="color:$primary;">**Add custom field**</mark>

* Click on **Add new field**.
* Select the desired field type: **Free text** or **Dropdown**.

  <mark style="color:$info;">(In example: a "Mother's name" field would be</mark> <mark style="color:$info;"></mark><mark style="color:$info;">**f**</mark>*<mark style="color:$info;">**ree text**</mark>* <mark style="color:$info;">- allowing manual entry of a donors' mother's name. A "Member type" field would be a</mark> <mark style="color:$info;"></mark>*<mark style="color:$info;">**dropdown**</mark>* <mark style="color:$info;"></mark><mark style="color:$info;">- allowing to choose between given options, such as</mark> <mark style="color:$info;"></mark>*<mark style="color:$info;">weekly member</mark>* <mark style="color:$info;"></mark><mark style="color:$info;">or</mark> <mark style="color:$info;"></mark>*<mark style="color:$info;">Shabbos member</mark>*<mark style="color:$info;">.)</mark>
* Enter a descriptive **Field title**.&#x20;

  <mark style="color:$info;">(In example: "Member since", "Mother's Name", "Member type" etc.)</mark>
* Ensure you click **Save field** to complete the process.

<figure><img src="/files/3Axbw0YXdF3Zknncueva" alt=""><figcaption><p>Add a Custom Field - Click on image to enlarge</p></figcaption></figure>

<details>

<summary>These fields will show in the <strong>donors card</strong> here:</summary>

<figure><img src="/files/PndrFPNpTLJBu6Oot1mF" alt=""><figcaption></figcaption></figure>

</details>

***

### <mark style="color:$primary;">**Edit a custom field**</mark>

* Click the **Edit** icon on the far right of the custom field.
* Make your changes, then click **Save**.

***

### <mark style="color:$primary;">**Delete a custom field**</mark>

You can delete a custom field using either of the following methods:

* Click the **Delete** icon on the far right of the custom field.
* Click the **Edit** icon on the far right of the custom field, then select **Delete Field** in the edit window.

{% hint style="warning" %}
**IMPORTANT:** Deleting a custom field will permanently remove the field and all of its data from every donor record.
{% endhint %}

## **Tags Features**

Tags are customizable labels that you can assign to donors for **short-term use**, helping to identify or add supplementary information. They are especially useful for sorting and filtering your donor list, making it easier to manage and organize donor data efficiently.

To facilitate quick recognition and differentiation, you can assign both a name and a color to each tag. A single donor can have **multiple** tags.&#x20;

You can customize the tags available within your platform here.

### <mark style="color:$primary;">**Add a New Tag**</mark>

1. Select **Add Tag**.
2. Type in the desired tag name.

   (In example: "Send Invitation", "Give Chanuka Gift" etc.)
3. Choose a color for the specific tag.
4. **Save** the tag.

<figure><img src="/files/y1SaNqu8AZpKw0WxeC2D" alt=""><figcaption><p>To Add a Tag - Click on image to enlarge</p></figcaption></figure>

<details>

<summary>These tags will show in the <strong>donors card</strong> here:</summary>

<figure><img src="/files/by7fuKn4ih7cdYYAIjnp" alt="" width="563"><figcaption></figcaption></figure>

</details>

***

### <mark style="color:$primary;">**Edit a Tag**</mark>

* Click the **Edit** icon on the far right of the tag.
* Make your changes, then click **Save**.

***

### <mark style="color:$primary;">**Delete a Tag**</mark>

You can delete a tag using either of the following methods:

* Click the **Delete** icon on the far right of the tag.
* Click the **Edit** icon on the far right of the tag, then select **Delete Tag** in the edit window.

{% hint style="warning" %}
**IMPORTANT:** Deleting a tag will permanently remove that tag from every donor record.
{% endhint %}


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