Add New Custom Field

About this feature: Customs Fields enable information to be associated with a profile (e.g. Donation Level, Industry, Company Website etc.). Files can also be uploaded to a profile using Custom Fields. 

1. Go to: Configuration, then click on “Custom Fields” found in the sidebar under Profile Customization 
2. Mouse over the green Options icon in the “Custom Field” bar and click on “+ New Custom Field” (or click the [+ New Custom Field] button at the bottom of the page) 
3. Enter a Custom Field name (maximum 200 characters) 
4. Select the Header for the Custom Field from the drop-down list 
5. Modules: Select the module(s) that will need the Custom Field 
6. Permissions: Select what the user can do with the Custom Field: 
   • Private: Only entered, modified and visible to an administrator 
   • Read only: Data entered by an administrator; can be seen by the user but not edited 
   • Read/write with approval: Data entered by the user requires approval by an administrator 
   • Read/write without approval: Data entered by the user does not require approval 
7. Display: 
   • MyImpactPage.com: The user’s profile page, and whether or not the field is required when a user edits their profile. 
   • Application Form: The application form and whether or not a value is required by those filling in an application. 
8. Type: Select the desired type of field to create. Please note: that you cannot change the type after you have saved the created field. 
   • Yes/No: a choice of “Yes” or “No” 
   • Date: valid date values only 
   • Number: Valid numbers only with optional decimal place (no leading zero) 
     • Please note: A “Number” field is recommended only for information you will perform mathematical calculations on. For telephone numbers, membership IDs, etc., please use “Short Text”. 
   • Short Text: up to 100 characters (a leading zero can be used) 
   • Long Text: Longer text or paragraphs 
   • Drop Down: a custom list of choices, displayed in alphabetical order 
   • Checkbox: a box that can be checked/unchecked 
   • File: a file can be uploaded 
9. Optional: Enter a Description 
10. Click the [Save] button