Relationships

Customize Organization Records

Need a system that fits your specific needs when it comes to managing organizations like businesses or government agencies? With our customization options, you have the power to tailor the way you track and display information for these organizations in your CRM. Add custom fields, group related info together, and organize everything into tabs that make sense for your workflow.

Create Tabs to Organize Information about People-1

Create Tabs to Organize Information about Organizations

If you've got a lot of information to manage, creating tabs can help keep things organized. This image shows how you can add custom tabs to separate different types of information about an organization. Whether it’s basic info, service details, or specific committees, you can structure it all in a way that makes it easy to find and manage.

Add as Many Custom Fields as You Need

Tracking specific details about organizations? No problem. You can add as many custom fields as you need to capture every bit of information that’s important to your association. The image here shows how you can create and customize these fields, ensuring your CRM has all the data you need at your fingertips.

Control How Fields Display to Users

Not every field needs to be visible to everyone. With this feature, you can control who sees what, ensuring that sensitive information is only available to those who need it. This image highlights the easy-to-use interface for managing field visibility, so you’re always in control of your data.

Related Features

Report and Manage Outdated Organization Records

Maintaining up-to-date organization records is crucial for accurate reporting and effective engagement. With Engagifii’s "Last Updated Report" for…

Manage Groups of People

Effortlessly organize and engage with your members, committees, and stakeholders using Engagifii's advanced group management tools. Whether for…

Report and Manage Outdated People Records

Maintaining accurate and up-to-date information about your members, stakeholders, and contacts is crucial for effective communication and decision-making.…

Track Interactions with Organizations

In the world of associations, it’s important to manage relationships not only with individuals but also with organizations, whether they’re members or…

Track Interactions with People

Keeping a detailed record of your interactions with both members and non-members is essential for maintaining strong relationships and ensuring that…

Track Positions that a Person Holds

In any organization, understanding the various roles an individual plays is crucial for managing responsibilities and workflows. Engagifii’s position…

Track a Person's Position History

Want to keep a detailed record of someone's career journey within your association or organization? Our position history feature allows you to do just…

Track a Person's Terms in Office

For many associations, keeping track of elected and appointed officials' terms is more than just internal record-keeping—it’s about serving as the go-to…

Customize Person Records

Ever wish you could have complete control over how you manage and display information about people in your CRM? With our customization options, you can…

Approve Field Changes on Organizations

Ensure that updates to your member information are both timely AND accurate to ensure high quality association data. As members make changes in Engagifii…

Manage Role-Based Permissions

Provide your users with the access and capabilities they need for their day-to-day tasks while restricting them from features they don’t need. Users are…

Deactivate/Delete Organization

Ensure that updates to your information about organizations are both timely AND accurate to ensure high quality association data. Staff members can…

Add/Deactivate Person

Ensure that updates to your member information are both timely AND accurate to ensure high quality association data. Members in the field are often the…

Approve Field Changes on People