Your organization likely has volumes of data about donors, volunteers, and members. All of this information can be quite overwhelming if you don't use it properly.
Data Standards Guides aid in maintaining a healthy database; however, they can be lengthy and complicated. By using a Data Standards Cheat Sheet, you can increase the chances of having everyone in your organization use the guide correctly.
Download this cheat sheet template to record at a glance information about the data elements in your CRM (customer relationship management) database.
With this template, you'll be able to:
- Get a head start by using the sample data elements in the template
- Add or remove data elements based on your organization's needs
- Modify the content for all of the data elements