Use Cases & Examples of Custom Field Sets | Groopt

Use Cases & Examples of Custom Field Sets

Custom Field Sets allow you to easily:

  • Filter records and groups by custom fields

  • Save lists based on custom fields

  • Assign forms to custom field sets

  • Assign Payments to custom field sets


Examples of Organization-Level Roles based on organizational type:

Job Information

  • Company Name
  • Title or Position
  • Date Started
  • Job Description
  • Salary

 Education Info

  • University Name
  • Education Level
  • GPA
  • Extracurriculars

 Donor Information

  • Donor Level
  • Average Annual Donation
  • Favorite fund
  • Years Giving