Relationships

How do I track member information that is unique to my association?

Every association has unique data needs when it comes to managing member information. Whether it's tracking specific political affiliations, years served, or detailed accounting metrics, a one-size-fits-all CRM solution simply won’t cut it. Engagifii’s CRM allows you to extensively customize profile records for both people and organizations, ensuring you can capture and organize the exact information you need.

Customize your information about people

With Engagifii, you can easily tailor the information fields for individual members. Whether you need to track political affiliations, years elected, or any other specific details, Engagifii lets you create and organize custom fields to match your association's requirements. This customization ensures that all relevant data is readily accessible and organized in a way that makes sense for your team.

Customize your information about organizations

Organizations are just as important as individual members, and Engagifii allows you to track all the critical data associated with them. You can create custom fields to capture accounting details, contact information, and more. This flexibility ensures that your association has a complete and accurate picture of every organization you work with.

Control how information is displayed and accessed

Engagifii not only lets you customize the information you capture but also how it’s displayed and accessed. You have full control over which fields are visible to different user roles, ensuring that sensitive information is protected while still being accessible to those who need it. This granular control over data visibility helps maintain security and ensures that your team has the information they need at their fingertips.

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