Custom fields record additional information about profiles and opportunities. These fields can be a powerful tool for reporting and tracking information. It is import to consider the needs of your organization when creating custom fields. Custom fields cannot be archived, so they will always be visible in your site, even if they are not enabled.
When creating and utilizing custom fields, there is some information your organization should keep in mind.
- Avoid creating custom fields that are only relevant to notes.
- Each CRM or Opportunity profile contains a specific notes section that stores applicable notes.
- Consider the purpose of your custom fields.
- Be mindful when labeling your custom fields. In case of staff transitions, custom fields should be relevant and clear to new staff members.
- Custom fields should contain factual and relevant information.
- Custom fields can be found in both CRM and Fundraising. Consider how your organization can create custom fields that pertain to both profiles and opportunities.
Profile Custom Fields
Profile custom fields capture specific information about a profile. Some examples of profile custom fields that your nonprofit may find helpful include pronouns, allergies, or emergency contact. Possible pronouns could include she/her, he/him, and they/them. Profile custom fields would largely depend on the services that your organization offers.
Opportunity Custom Fields
Opportunity custom fields capture specific information about an opportunity. Some examples of opportunity custom fields that your nonprofit may find helpful include internal grant owner and programs supported by the grant.