How can add a field to an existing beneficiary profile

Support and Help > Knowledge Base > How can add a field to an existing beneficiary profile
  • Jun 21, 2017

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

  • Advanced Reporting and Dashboards

    Tahaki “Advanced Reporting and Dashboards” module allows decision makers in civil society organizations to see the bigger image of the operations by having access to dashboards and advanced reporting functionalities.

  • How to manage beneficiary: add, delete, edit

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

  • 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...

  • 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: –...