Beneficiary Categories are also known as Contact Forms
What are Beneficiary Categories
A charity can have several categories of beneficiary whom it helps. For example there might be
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Volunteers
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Children
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You can create several forms that are used to create contacts, e.g. when registering new participants in your programme, new service users or new clients.
By default, every organisation has an automatically-generated Contact Form called Participant which is automatically added to every project in your organisation
You can edit your organisation’s Participant Contact Form and/or create new Contact Forms
Get started with Contact Forms
Why you may want to use Contact Forms
An organisation might have several categories of contact with whom it interacts. E.g.
Clients
Stakeholders
Volunteers
Clients' family members e.g. Children, Parents
Therefore the registration form for each category of person contact needs to be different because for the Children, the charity might want there to be fields for
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Number of children
Employment status
Profession
Highest level of education
Beneficiary Categories are the solution; they allow the charity Contact Forms allow an organisation to create multiple registration forms for each category of beneficiary that they work with.
In the Admin panel
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This page sits at a charity level
The Beneficiary Categories determine which fields are displayed when the details for a Beneficiary are being added or edited.
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Create/Edit Beneficiary Category page
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contact.