Custom Data Fields

UNDER REVIEW

 

To set up custom data fields:

1. Go to the Client Administration screen
2. Click on "Custom Data Fields"
3. Enter the information for the custom field
   1. Name: This is the field label the operator will see in the Constituent Add and Edit Constituent screens.
   2. Description: This allows the user to elucidate what the field is meant for.
   3. Data Type: The choices are:
      1. Currency: entered as 1234.00 (no currency designator).
      2. Date: MM/dd/YYYY format.
      3. Decimal: any number with a decimal point.
      4. Memo: Multi-line text field.
      5. Number: any number without a decimal point.
      6. Text: Similar to memo, but only one line of text entry.
      7. Yes/No: This will show up as a checkbox in the Add Constituent and Edit Constituent screens, similar to what the "Read Only" is.
   4. Read Only: If this is checked, the data field will not show up in the Constituent screens, but will on the Client Administration screen.
   5. Active: Check the box to indicate this custom data field is currently being used.
4. Click "Save".

The custom data field will be added to the system and will also be available for use in the Add Constituent and Edit Constituent screens. They will appear under the "Custom Fields" section of the Add/Edit screens as well as the View Constituent Screens.