Customize your database with Custom Fields and Profiles (brought to you by Cividesk)

March 11, 2020: 12 - 2 pm PT | 1 - 3 pm MT | 3 - 5 pm ET

 

For current CiviCRM users with some experience and who are comfortable with basic functionalities

We know that a database can gather names and contact information for a constituent, but what about the data that is unique to your organization? Make CiviCRM your own by taking advantage of custom data fields and profiles!
 

More details:
CiviCRM custom data fields are defined and configured by you to record and collect data about your constituents that is relevant to your organization e.g. industry, nationality, etc. Profiles are used to collect basic and custom data about your constituents, for example when they register for an event or make a donation online. Profiles also display data, whether you are customizing search results or creating an online membership directory.

Leave this class with the skills to:

  • Create and organize custom data following best practices
  • Create and edit profiles to effectively gather the data you need
  • Explore other uses of profiles such as customizing the fields displayed in search results and creating a standalone form that you post to your website.
     

Prerequisite recommendation:
"Fundamentals of Contact Management" class or proficient knowledge of contact management. See our Class Calendar

 

This training is brought to you by Cividesk

Click here to register for this session


Questions? Contact Susan Engeman at susan@cividesk.com

 

Next Step:
Upon completion of this class, take your skills to the next level and register for "Organize, Maintain and Effectively Search your Data". See our class Calendar

 

 

 

When
March 11th, 2020 from  1:00 PM to  3:00 PM