Donation Custom Fields

1. Navigate to Fundraising and click Donation Custom Fields on the navigation bar.
2. Click Create Custom Field.
   
   
3. Enter the applicable Create information, and then click Create Donation Custom Field. Asterisks indicate required fields.
   • Label  - The name of the custom field. 
   • Type - Determines how the information for the custom field will be captured. There are four types.
     • Text Box - An open-ended way of capturing profile specific information.
       • A textbox type could also act as a note for the donation; however, a notes section is already provided.
     • Dropdown - Predetermined specific information you would like to gather by creating selection options. 
     • Checkbox List - Allows you to predetermine specific information you would like to gather by creating options for multiple selections. 
       • Examples: Donor status, member status, volunteer interest, or first time visitor status.
     • Date - Captures specific date information by using a calendar option that allows you to select month, day, and year. 
   • Required - Check this box if the custom field will be required.
   • Active - Check this box if the custom field should be visible.
     
     

1. Navigate to Fundraising and click Donation Custom Fields on the navigation bar.
2. Click the name of the custom field.
   
   
3. Click Edit.
   • The Appears On area displays whether the donation custom field is located on the donation hub and specific fundraising opportunities, or none.
     
     
4. Update the applicable Edit Donation Custom Field information, and then click Update.
   
   

When a custom field is inactivated, it will no longer be visible when creating or viewing an opportunity.

Inactivate From the Donation Custom Fields Page

Inactivate Within the Custom Field