This article will walk you through adding a custom field to a person's profile, regardless of their status (prospect, student or alumni).
PLEASE NOTE: Adding custom fields to the People tab is the best way to manage additional information that needs to live on a person's profile. You will see other options, but they are limited to specific functions within the system and you may not be able to access the data entered from reports, templates or automations when you need it. Please reach out to a customer advocate or review this article before adding a field to an area other than the People tab: Managing Custom Fields
Please Note: There are limitations to the length of the custom field label and the number of custom fields you can create:
- People - Max 25 total custom fields, label max 50 characters
Memberships - Max 10 total custom fields, label max 50 characters
People/Programs- Max 5 total custom fields, label max 50 characters
Go to Setup>Database Tools>Custom Fields and click on the link for People. Now, click on the +Add a Custom Field link. From here you are going to give it a name, specify the data type, choose a location and specify whether it is important.
Name - Just like it sounds. The name of the field will also show up as the label next to the empty field on any registration forms you add it to.
Specify the Data Type - You can request &/or store this information in a specific format. Here are the different types:
- Text - This is the default. Best for very short messages, answers or names.
- Long Text - Use this option when you are creating a message box or expect a long form answer.
- Yes/No - Member or staff has to select yes or no from a drop down menu.
- Number - This field option requires a number to be entered. Anything else will be rejected.
- Date - This field option will present a popup calendar to choose a date from.
- Currency - This field option requires a number be entered. The field will automatically format it in your local currency type.
- Select From List - Lets you create a custom drop down menu. Enter each item on its' own line and the system will present them in that order in a drop down menu.
Choose a Location - The default is the Custom tab on the member's personal profile. You can add a new location if required.
Important? - If this is a People custom field, then you can check this box to have it show on the front page of the member's profile.