Constituent Type: Add an option to the constituent type field
- Pro's: easy and contained
- Con's: Duplicative, one of these things is not like the other, makes data entry hard
Conclusion: Usually not a good option unless it really fits
Add a new custom field
- Pro's: Precise
- Con's: Can proliferate in confusing ways (multiple fields that are similar)
Conclusion: usually the best option for distinct data and in combination with a smart group
Put people in a static group
- Pro's: Can send email!, tracks date added/removed, shows history
- Con's: Can send email!, can proliferate making it hard to find the commonly used groups
Conclusion: usually the best option for things recognized as "groups"
Add a tag
- Pro's: easy and quick
- Con's: Can be confusing when used with groups, no history like with groups
Conclusion: usually the best option for one off or temporary categorizing
Add Activity
- Pro's: Most flexible!
- Cont's: Most complicated!
Conclusion: Use for interactions
Category:
Customizing Powerbase