Custom Fields are designed to give ultimate flexibility in managing your data. When adding a custom field, you will create a database field that is available across all member records for tracking additional desired information. If there is certain information that you would like to track about representatives in your groups, you can add custom fields. View the video explanation.
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NOTE: Unlike custom fields for reps, members, or events, custom fields for groups are intended for internal use only. |
Custom Field Types
- Text: Displays a field where text can be entered. Maximum size: 8000 characters
- Boolean (True/False): Displays a check box that can be selected or cleared.
- Date/Time: Displays a field where a date can be entered in many formats i.e. 9-7-06, 9-7-06, Sep 7 2006, Sep 7 06, 9/7/06 but once saved, will always display in the following format: 09/07/2006
- Number - Integer: Displays a field where whole numbers may be entered. Maximum size: 10 whole numbers
- Number - Decimal: Displays a field where numbers with up to 2 decimal values may be entered. Maximum size: 14 whole numbers, 2 decimal values
- Drop Down List: Displays your designated list of options that may be selected.
Add a Group Custom Field
- For the desired group, click the Roster tab.
- Click the Add/Edit Custom Fields button.
- Click Add a Field.
- Enter the following:
- Field Name: Enter a name for the custom field.
- Display Name: Enter the name that will be displayed, if you choose to display this field.
- Data Type: Select the data type for this field. If Text is selected, enter the number of characters allowed. If Drop Down list is selected, enter your choices. See Rep Custom Fields for further details of custom field types.
- Click Continue.