Persona

Manage multiple people in one company or household and track individual interests, volunteer activity, donation activity, and more.

Track Separate Information within a Household

At times, having one set of Contact information for a household is not enough. An organization may want additional detail that relates to a specific person (persona) within a household. For example, school based organizations may want to track the parents as the contact but may want to maintain information on the children such as birth date, current classroom, etc. Some organizations may want to have unique information for each of the spouses in the household such as their volunteer interest, email address, etc. DonorSnap allows the customization of persona records to meet the needs of your organization. You can add in any number of user defined fields to meet the needs of the organization.