Customization · Step 3 of 4

Set required fields

Decide which fields must be filled, and enforce your own data standard.

Intermediate

Mich enforces the fields it genuinely cannot work without. Everything beyond that is your call.

Address verification

Go to Settings, then Data Entry.

The Validations section with the Enable Address Verification checkbox outlined

With verification on, Mich checks addresses as they are entered and asks before saving one it cannot match. It asks rather than blocks: real addresses are not always in a lookup service.

Required fields

The Required Fields panel listing fields per record type with tick boxes

Tick a field and it must be filled before that record type will save.

Why bother

This is the least interesting screen in Mich and one of the most consequential. Retention rates, lapsed-donor counts and average gift are only as good as the data behind them. A database where half the donors have no gift date, or where gifts have no designation, produces numbers that look authoritative and are not.

Decide your minimum standard once, set it here, and the software holds everyone to it.