Advanced Beneficiaries Management

Tahaki “Advanced Beneficiaries Management” module allows civil society organizations, that have beneficiaries (dynamic – unlimited number of fields) to manage this database.

“Advanced Beneficiaries Management” module allows users to:

  • Create advanced beneficiaries database structure
  • Create unique identifier for beneficiaries
  • Filter and sort beneficiaries based on different criteria
  • Define and manage Beneficiaries details

Related knowledge base

  • How to remove a field from an existing beneficiary profile

    To remove a field from an existing beneficiary profile: After login, go to Beneficiaries section On top right , click Settings Choose the file from  the list Now choose the...

  • 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 manage surveys : add, delete edit

    How to manage surveys : add, delete edit A user has the ability to see a list of all surveys, to add new survey and to edit or delete current...

  • How to filter beneficiaries

    To filter beneficiaries:  After login,  go to Beneficiaries section On top labels, click on any label containing the filter icon (meaning filter by this label is available) After loading, filtered...