Donorfy allows you add extra fields to tags, to collect further information for analysis or reporting purposes.
You can:
Set up different fields for each type of tag.
Have 10 text fields, 10 dates, 10 numbers & 10 yes/no fields for each tag.
The fields you set up will be displayed when you click on a tag to edit it.
Set Up the Fields
Navigate to Setting, click Tags and Tag categories.
Select the tag category you want to work with.
Either add a new tag to the category or edit an existing tag.
To add a field enter a name for it under the heading for the type of data you want to store in the field.
Save the tag.
For example suppose you had a Newsletter tag you might offer a choose of formats, allow people to request a certain number and offer a large print version - you could set your newsletter tag up as shown below
Enter data into the extra fields
When you click on the tag in a constituents record:
Fill in the values for the fields you have set up.
Click Save Changes.