Overview
Azavista provides a flexible field management system that helps you organize data for CRM contacts, event participants, organizations, and events. By understanding field categories, you can streamline workflows, maintain consistency, and optimize your event data management. This article explains the different types of fields, their use cases, and best practices for effective implementation.
Field Categories
In Azavista, fields are divided into four main categories. You can create any type of field and as many as you need for your events:
- Contact Fields – Used for CRM contacts and event participants.
- Organization Fields – Used exclusively for organizations.
- Event Fields – Applicable only to events, either in the global Events overview or within the Event dashboard module at the event level.
- Participant Fields – Specific to a single event. They do not appear in the CRM as contact fields or in other events.
Creating and Using Custom Fields
Custom fields allow you to capture important information relevant to your contacts, organizations, and events. Fields can be created via the Fields Manager module, ensuring data is structured and easy to manage across your Azavista platform.
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When to Use Contact Fields vs. Participant Fields
Contact Fields
(Created in the Global Fields Manager)
These are ideal for information that applies across all events. Typical use cases include:
- Nationality
- Phone number
- Dietary preferences
- Preferred language
Participant Fields
(Created at the event level)
These are best for event-specific information. Typical use cases include:
- Arrival date
- Pass type
- Special requests for the event
By choosing the appropriate field category, you ensure that your data collection is relevant, organized, and easy to access, both globally and at the event level.