Creating and Managing Custom Fields

Extend Humanitru's standard fields with custom fields to capture data unique to your organization.

Custom fields allow you to track information beyond Humanitru's standard fields:

• Custom donor interests or affiliations
• Organization-specific identifiers
• Relationship management details
• Compliance and tracking requirements

Text Field

Single or multi-line text input:

• Use for: Names, IDs, descriptions
• Max length: 255 characters (or unlimited for multi-line)

Email Field

Email address values:

• Use for: Alternate email addresses, implementations
• Example: Secondary email address, Mailchimp syncs

Date Field

Date picker for specific dates:

• Use for: Milestones, anniversaries, key dates
• Example: First donation date, board term end date

URL Field

Choose if this is a URL field (Example: LinkedIn profile URL)

Currency Field

Choose if it's a monetary value field (Example: $100)

1. Navigate to Settings > All Fields
2. Click "New Custom Field"
3. Enter field name (e.g., "Annual Fund Capacity Score")
4. Select field type (Text, Email, Date)
5. Determine whether to enable “Sync to Email Marketing Merge Field”
6. Click "Save"

Update field configuration:

1. Navigate to Settings > All Fields > scroll down to Custom Fields
2. Find the field you want to modify
3. Change field name, sync to email marketing, or lock the field
4. For Dropdown fields, you may modify options
5. Click "Save"

1. Name fields clearly and use consistent naming conventions
2. Lock unused fields rather than deleting to preserve data

• Periodically audit custom fields to lock or delete unused ones.
• Train staff on custom fields functionality when you create them.