Drop Down Options

The ‘Drop Down Options’ in the ‘Settings’ area of Retention CRM allows Associations, Chambers of Commerce and Nonprofits to manage the pre-defined choices available in various dropdown menus across the CRM system.

General Functionality of ‘Drop Down Options’

This includes common fields like Gender (Male/Female/Other), prefixes (Mr./Ms./Dr.), suffixes (Jr./Sr.), and more specific options like phone types (Home/Mobile/Work) or website types (Personal/Professional/Social Media).

Using ‘Drop Down Options’ in Association Management

In the context of a nursing association:

• General Fields:
  • Gender Options: While Male/Female might suffice, consider adding “Non-binary” for inclusivity.
  • Individual Prefixes: Standard options like Mr./Ms./Dr. are suitable.
  • Individual Suffixes: Jr./Sr. can be used, but may not be relevant for all professions.
  • Instant Messenger Services: Not as widely used professionally, consider removing or limiting options.
  • Location Types: Work, possibly a specific field for “Hospital/Clinic”.
  • Mobile Phone Providers: May not be necessary, consider removing.
  • Phone Types: Work, Mobile are essential. Consider adding “Pager” for some nurses.
  • Website Types: Professional (e.g., LinkedIn) and Social Media (e.g., Facebook for networking) are most relevant.

Scenario: The association wants members to easily update their preferred contact details. By customizing “Phone Types” to include “Pager,” nurses can indicate their preferred method of urgent communication. Similarly, “Location Types” with a “Hospital/Clinic” option helps track where members are employed.

More Use Cases for Associations, Chambers of Commerce and Nonprofits

Association Use Case: Tracking Volunteer Availability

Scenario: The association relies on volunteers for various events and programs. They want to efficiently track volunteer availability and preferred contact methods.

Customization:

• Location Types: Add options specific to volunteer activities (e.g., “Soup Kitchen”, “Blood Donation Drive”).
• Day of Week Availability: Create new options (e.g., “Weekdays”, “Weekends”, “Evenings”).
• Availability Hours: Allow volunteers to enter specific available hours.

Chamber of Commerce Use Case: Member Industry Classification

Scenario: The chamber wants to better understand its member businesses and tailor services accordingly.

Customization:

• Industry: Create a new dropdown with relevant industry categories (e.g., “Retail”, “Technology”, “Healthcare”).
• Company Size: Add options to categorize businesses by size (e.g., “Small Business”, “Medium-Sized Enterprise”, “Large Corporation”).
• Number of Employees: Allow members to enter their employee count.

Nonprofit Use Case: Donor Communication Preferences

Scenario: The nonprofit wants to communicate with donors effectively and according to their preferences.

Customization:

• Communication Channel: Add options for preferred communication methods (e.g., “Email”, “Phone”, “Postal Mail”).
• Frequency: Allow donors to choose their preferred communication frequency (e.g., “Monthly”, “Quarterly”, “Annually”).
• Donation Type: Create options to categorize donations (e.g., “One-Time”, “Recurring”, “In-Kind”).

By customizing these options, associations, chambers of commerce, and nonprofits can gain valuable insights into their members, volunteers, and donors, allowing them to better serve their communities.