Custom fields in Donor Fuse allow you to tailor your donor data to your organization’s unique needs. Follow these steps to easily add a custom field to donor records:

Step-by-Step Guide

1. Access the Settings

• In the left-hand menu, click on Settings.
• In the Settings section, select the Modules sub-menu.

2. Open Donor Module Settings

• On the Modules page, locate the list of modules.
• Click on Donors.

3. Manage Custom Fields

• A popup will appear with module settings.
• Select the Custom Fields tab.

4. Add a New Custom Field

• Click the Add Custom Field button.
• In the new popup, fill out the custom field details:
  • Name: Enter the name as you want it displayed in the system.
  • Type: Choose the type of field you want to create:
    • Text: Simple text box for short entries.
    • Long Text: Multi-line textarea for longer notes.
    • Select: Single-choice drop-down menu (set up your options).
    • Number: Numeric field for numbers only.
    • Date: Date picker for calendar dates.
    • Multi Select: Multiple-choice drop-down (set up your options).
    • Checkbox: Single checkbox for yes/no or true/false data.
• Once you’ve entered the information, click Save New Custom Field.

What Happens Next?

• The new custom field will now be displayed on each donor’s details page under the Custom Fields section.
• You can edit and enter a value for this field for each donor.
• You will be able to filter your donors by this custom field value in reports and searches.

Tip: Custom fields are a powerful way to capture specific information unique to your organization’s needs. Examples include donor interests, communication preferences, or volunteer status.