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!
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.
"Fundamentals of Contact Management" class or proficient knowledge of contact management. See our Class Calendar
Questions? Contact Susan Engeman at firstname.lastname@example.org
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