Gender
Overview
Gender — Business Overview
Gender is a simple reference document used in Dafater to standardize how gender information is recorded across your contact-related records. It ensures consistency, clarity, and respectful representation when capturing personal details for individuals connected to your business.
What Gender Is Used for in Business Operations
The Gender document allows your organization to define and manage the gender options that can be selected when creating or updating contact records. Instead of allowing free-text entry, Gender provides a controlled list of values, helping the business maintain clean, consistent, and reliable data.
This supports: - Accurate personal identification of contacts - Consistent reporting and analysis - Professional and respectful communication
Prerequisites and Setup Requirements
Before using Gender in daily operations: - Decide which gender options your organization will recognize (for example, Male, Female, Non-Binary, Prefer Not to Say). - Create these options once in the Gender list so they are available for selection across Dafater. - Align internally on naming standards to ensure the terms used match your organization’s values and policies.
Once set up, no additional configuration is usually required.
Typical Workflow and Business Fit
Initial Setup
An administrator or data owner defines the gender options in the Gender list.Daily Usage
When creating or updating contact records, users select the appropriate Gender from the predefined list.Ongoing Consistency
The same Gender values are reused across all contacts, ensuring uniform data entry and reporting.
Gender quietly supports many business processes by improving the quality and consistency of contact information without adding complexity to daily work.
Key Business Scenarios Where Gender Is Essential
- Contact Management: Recording personal details for customers, partners, or other individuals.
- Communication and Engagement: Supporting respectful and appropriate communication.
- Reporting and Insights: Enabling demographic analysis where gender-based insights are relevant.
- Policy and Compliance Support: Aligning data capture with internal diversity, inclusion, or regulatory requirements.
Important Considerations for Users
- Use Inclusive and Clear Options: Ensure Gender values reflect your organization’s culture and legal environment.
- Avoid Overcomplication: Keep the list concise to make selection easy and meaningful.
- Consistency Matters: Once defined, avoid frequent changes to Gender values, as this can affect reporting and historical data.
- Respect Privacy: Gender should be captured only when relevant and appropriate to the business relationship.
In summary, Gender is a foundational reference document in Dafater that helps your organization record personal information consistently, respectfully, and in a way that supports reliable business operations and insights.
Basic Information
- Module: Contacts
- Document Type: Other
Fields
| Field Name | Label | Type | Required | Options | Description |
|---|---|---|---|---|---|
| gender | Gender | Data | - | Defines gender category used across Dafater records. |
Permissions
| Role | Read | Write | Create | Delete | Submit | Cancel |
|---|---|---|---|---|---|---|
| System Manager | ✓ | ✓ | ✓ | ✓ | ||
| All | ✓ |
Related DocTypes
| DocType | Relationship | Module |
|---|---|---|
| Contact | Linked from | Contacts |
| Customer | Linked from | Selling |
| Employee | Linked from | Setup |
| Lead | Linked from | CRM |
| User | Linked from | Core |