Customizing Data Fields and Layouts

Throughout this month, visit this blog for a look into technology necessities for data management, social media, and online giving. These are checklist items that the DonorLynk team feels betters your organization in its day to day operations of your administration. Today, we take a closer look at the power of custom fields and layouts, and why customization is must in your data management solution.

 

Custom fields in your donor, member, volunteer, and client records allows you to capture data that will help you tailor communication, plan events, and create and promote opportunities to get involved for your constituents. Through noting key demographics, skills, and social and professional connections in custom fields in a donor record, you can see the potential reach of that donor, the potential to give that they have.

 

Custom layouts put VIP information at the top of the record, and categorizes this information in the best way for you. You can catch the contact, donation, or campaign record highlights at a glance because of the layout organization chosen by you. Take the details that will help the most in developing the relationship with the constituent, and keep those eye level.

 

Forms and applications that you make available on your website should feed into your data management solution directly. The power of customization allows you to designate fields to receive this information within these various records. Customization of your constituent records is a necessity to your nonprofit, one that will save your team time, and help you to keep data clean and organized moving forward.

 

Interested in a custom data management solution for your nonprofit? Get in touch HERE, and we can discuss the potential your nonprofit will have with a custom solution built in the world’s #1 CRM.
Marianna Woodruff is Director of Brand Awareness at DonorLynk, LLC. DonorLynk aims to provide nonprofits with tailored solutions that work for you, not against you.