Updating Custom Fields
In the “Main” tab, click on the “Custom Fields” sub-tab
Optional: Filter by the desired module(s) to display the custom fields associated with your selection
Update the field(s) as required
Click the [Save] button
Update Multiple Profiles in Bulk
Go to: People, then click on “Bulk Update User Custom Fields” found in the sidebar under Volunteers >> Custom Fields
Search for the desired profiles to change
Once the search is complete, select the Header from the dropdown list
Select the Custom Field from the dropdown list
Value: Select the new option to be applied to the selected profiles:
Set the desired value for every selected person, or
Remove the existing option for every selected person Click the [Update] button
Check the box to confirm the changes
Click the [Set the Value] button
Note: The “Bulk Update User Custom Fields” feature will replace any existing data in a field, with the new data specified; once changed this cannot be undone. If, however, you are using this feature to update “long text” in a Custom Field, the data you enter will be added to the existing text in that field.
Upload a File to a Custom Field
About this feature: If you need to upload a file to a user’s profile, you can create a Custom Field with the type “File” for each special purpose. For each of these Custom Fields you can upload one file; maximum 4MB.
Note: For more information on valid file types please this help article.
Go to the “Custom Fields” section in the “Main” tab
Scroll to the field where you want to upload a file. If a file has already been uploaded to the field, you’ll see its name underscored (you can click on that link to open the file). There’s also a checkbox to enable you to remove that file before uploading a new file.
Beside the field you wish to upload a file to, click the button to select a file. Depending on the browser you are using, this button may have a different name:
Google Chrome: the button is called [Choose File]
Mozilla Firefox / Internet Explorer: the button is called [Browse…] Follow the steps in your browser’s file manager to select the desired file to upload and click the [Open] button
Back in the Custom Fields section, click the [Save] button
Note: The maximum file name length for an uploaded file is 255 characters.
Accepting/Rejecting Custom Fields
One Custom Field
Go to: People, then click on “Approve Custom Fields” found in the sidebar under Volunteers >> Custom Fields
From the Admin Home Page, click on the “Custom Field Approvals” in the Status Update section Mouse over the Options icon beside the entry
Click on “Approve” or “Reject”
One Custom Field from an Individual’s Profile
In the “Main” tab, click on the “Custom Fields” sub-tab
Click the green [Approve] or [Reject] button
Multiple Custom Fields
Go to: People, then click on “Approve Custom Fields” found in the sidebar under Volunteers >> Custom Fields
From the Admin Home Page, click on the “Custom Field Approvals” in the Status Update section
Optional: Use the module filters to see pending approvals for specific modules
Click the [Filter] button
Check the box beside each entry you would like to approve or reject
Scroll to the bottom and select the desired value from the “Change Selected” dropdown list