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Using custom fields in your I&R software resource records

Ever wish your I&R software could track particular things in resource records, but didn’t have a suitable field to do so? With iCarol, you can create “custom fields” which let you have your own set of check boxes, drop-down lists and text boxes available in your resource records. Once populated with information, they will show up when viewing a resource record, too. In addition, you can also have a list of choices available for most text fields in your referral database. Your resource editors can create these choices for each field – and then when editing a resource, they can choose one of them as the value for the field. Its a great way to start standardizing the values to be found in your resource records for those (otherwise) “free” text fields.


iCarol is your help line software company that is here to make your job easier as Executive Director or leader of a non-profit contact center. Whether you have a crisis, help or 211 referral line, we are here to help you help more people in your community. Read more...

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