Update One Profile’s Custom Field
- Click the person icon at the top of the screen and type the person’s name into the Quick Search bar
- Click on the person’s name from the list that appears
- 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