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
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.
Attach to records
Custom fields appear on donor profiles, recipient profiles, or sponsorship records. Staff fill them in during normal workflows.
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.
How this feeds Aida's work queue
Every custom fields signal becomes an owned, reviewed action on your team's queue
In HelpYouServe, the context this captures lives on one record and rolls up into Aida's daily queue. Aida, your AI Development Director, turns it into an owned next action with a deadline, prepares the next step in your voice with citations, and your team reviews and approves before anything goes out. Aida adds development capacity, she does not replace your team.
HelpYouServe is the platform underneath: donor records, giving pages, sponsorships, communications, reporting, tasks, approvals, and audit history on one system.
Source context, owner, deadline, AI draft, your approval