To add a field to an existing beneficiary profile:
- After login, go to Beneficiaries section
- On top right , click Settings
- Choose the file from the list
- Now from the right side, drag and drop any field to add it to the file
- Save
Related knowledge base
How to record a survey
To record a survey: After login, go to surveys section Choose the survey to record, and click on the ‘+’ icon on the right side Fill all the fields and...
How to manage household : add, delete, edit
To add new household: After login, go to Household section On the right top menu, click on New Household Fill all required fields Save After Save, 2 sections will be added: –...
How a record a beneficiary to a service
To a record a beneficiary to a service: After login, go to services section Choose the service to record a beneficiary in, and click on the ‘+’ icon on the...
How to change the structure of the basic beneficiaries profile
To change the structure of the basic beneficiaries profile: After login, go to the beneficiaries section On top right menu, click on settings Choose the file you want to edit...