CRM Best Practices for Vulnerable Populations

LindaStansberry

Does anyone have suggestions for best practices when it comes to gathering data on vulnerable populations? I'd welcome articles, webinars, personal experience, etc. The practical concern of my colleagues is what information should/should not be included in Profile notes for our CRM, as well as the pros/cons of adding custom fields to measure impact and meet grant deliverables that could potentially identify constituents as members of a vulnerable population.