Advanced Fields

Overview

You can access the Advanced Fields tab via the Admin category in the left sidebar.

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.

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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.

Add custom field

• Click on Add new field.

• Select the desired field type: Free text or Dropdown.

  (In example: a "Mother's name" field would be free text - allowing manual entry of a donors' mother's name. A "Member type" field would be a dropdown - allowing to choose between given options, such as weekly member or Shabbos member.)

• Enter a descriptive Field title.

  (In example: "Member since", "Mother's Name", "Member type" etc.)

• Ensure you click Save field to complete the process.

Add a Custom Field - Click on image to enlarge

These fields will show in the donors card here:

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Edit a custom field

• Click the Edit icon on the far right of the custom field.

• Make your changes, then click Save.

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Delete a custom field

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.

IMPORTANT: Deleting a custom field will permanently remove the field and all of its data from every donor record.

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.

You can customize the tags available within your platform here.

Add a New Tag

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.

To Add a Tag - Click on image to enlarge

These tags will show in the donors card here:

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Edit a Tag

• Click the Edit icon on the far right of the tag.

• Make your changes, then click Save.

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Delete a Tag

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.

IMPORTANT: Deleting a tag will permanently remove that tag from every donor record.