FundRaiser Blog

The FundRaiser Software Blog is an excellent resource for nonprofit organizations looking to learn more about fundraising, donor management, membership management, and much more.

Short Take: Spare Fields for Follow Up

318-sparefield-follow-up-002

A common question that I am asked is whether there a good way to track follow up within FundRaiser other than through the notes tab. You may want this when, as in the case of the American Rescue Workers highlight, you have donors that don’t make any commitments as concrete as a pledge or recurring gifts, but who do send in major gifts at least once a year.

Utilizing spare fields within FundRaiser to track this information is perfect. Spare fields are configurable fields within FundRaiser that you can customize to track the additional information that’s important to your organization and your donors.  FundRaiser Spark has 3 spare fields; FundRaiser Select has 5 of them; Professional has unlimited spare fields.

In FundRaiser Select and Spark, you’ll find the spare fields at the bottom of the Codes page. FundRaiser Professional has its own dedicated Spare Fields page.

To configure your spare fields:

  1. Go to Options > Spare Field Setup
  2. Click on Add and type in the name of the spare field. Take a look at the blog header graphic for this post. In this image, we’re setting up a check box that can be selected to indicate that follow up has occurred. 
  3. Choose the type of the spare field, add any notes you feel may help others in configuring spare fields, and then select SAVE.

In this example, I’ve created a second spare field using the DATE format to mark what date follow up happened

Spare fields are useful because they can be included in groupings. Create a grouping of people who have had follow up, and then use our User Defined Reports to create a custom report listing the donor’s name, follow up status, and follow up date.

 
I’ve completed a record with follow up and a date.  With this data entered, we could create a grouping of Spare Field Follow Up = YES.

 

This is an example of a User Defined Report showing your spare fields. Note how easy it is not only to see the spare field entry, but also who doesn't have the information completed.
  • Sign up for the live FundRaiser webinar. Our Coding & Spare Fields class provides additional information about spare fields and how useful they can be, and we cover User Defined Reports in our Reports class. You can see the complete webinar schedule on the training calendar for the current month.  
  • Contact support at 800-543-4131 or This email address is being protected from spambots. You need JavaScript enabled to view it.
Come Rain, Shine or Nor'easter, American Rescue Wo...
Speak Your Truth & Create Space for Others to Spea...

Related Posts

Wait a minute, while we are rendering the calendar
NCOA processing annual campaign community supported gardens operating systems Codes solicitors membership programs data entry ticketsales recurring gifts reports event management monthly giving Crowdfunding Campaign customer service giving levels gift entry user spotlights in honor of donations donor attrition support spare fields on site training donor phoning donors nonprofit fundraising welcome packet arts upgrade government grants Volunteer module Thank You Congratulations upgrading donors tribute gifts charity golf tournaments disaster relief Reporting to IRS board members Groupings targeted mailings Excel role of nonprofits budget motivation custom page LYBUNTS building donor relationships data analysis change of address updating Alternative Addresses follow up overview understanding giving trends lapsed donor memorial giving product news volunteering mission driven fundraising community arts nonprofits password protection donor attrition rate case study National Change of Address appeal letters PayPal training alumni annual maintenance plan donor recognition #GivingTuesday campaign management online donations FundRaiser Spark add ons general grassroots campaign correspondence Facebook campaign segmenting donors happiness the Ask membersip benefits major donors social media updates ticket sales grants new leadership GivingTuesday motivation code raffle moves management features publicity materials Resiliency mode code how-to videos tech tip security word processor communications endowment campaign volunteers Donor Portal GoFundMe project In-Kind gifts backing up data donor contact information spreadsheets merge fields accounting software fundraising letters tax summary letters Snow Birds small donations animal rescue End of Year Letters premiums pledges thank you letters foundations announcements relationship tracking membership benefits Company culture capital campaign donor loyalty corporate sponsors office donation history importing csv donor retention rate increasing giving amounts customer portal data conversion banquet flash sales donor slip major gift prospects ROI Facebook training tip operational costs look and feel online donations development director community broadcasting advanced tab

Connect With Us

  800-880-3454 ext 3
  Email Us
  Request More Information
  Monday-Friday
      8:30AM-5:30PM CST

Customer Portal Login Form

User Name:
Password:

If you are not sure about your Customer User Name, please call 800-543-4131 and we will be able to help you.

Or you have lost your password, Request Password