HelpYouSponsor

Donor Management

Custom Fields

Track the data that matters to your organization

Custom Fields let you extend donor, recipient, and sponsorship records with data unique to your organization. Create text fields, numbers, dates, dropdowns, checkboxes, and more -- then search, filter, and include them in reports just like built-in fields. Your database adapts to your programs, not the other way around.

The Problem

Every nonprofit tracks data that no off-the-shelf CRM anticipates -- church affiliation, volunteer skills, dietary restrictions for trips, or program-specific identifiers. Without custom fields, this data ends up in notes or spreadsheets where it cannot be searched or reported on.

The Solution

With HYS Custom Fields, you create unlimited fields of any type that integrate seamlessly into profiles, filters, and reports -- so every piece of data your programs need is structured and actionable.

How it works

1

Create your fields

Define custom fields with the type you need -- text, number, date, dropdown, checkbox, or multi-select. Name them to match your terminology.

2

Attach to records

Custom fields appear on donor profiles, recipient profiles, or sponsorship records. Staff fill them in during normal workflows.

3

Search, filter, and report

Custom fields are fully searchable, available in advanced filters, and can be added as columns in custom reports and CSV exports.

Key features

Unlimited custom fields
Multiple field types
Searchable and filterable
Available in reports

Frequently asked questions

Ready to get started?

See how custom fields can transform your organization.