Profile Custom Fields

1. Navigate to CRM.
2. Click Profiles on the navigation bar, and then click Profile Custom Fields.
   
3. Click Add Custom Field.
   
   
   
4. Enter the applicable Create Custom Fields information, and then click Create Custom Field.
   • Label, Type, and Profile Type are required fields.
     • Label - Displays the custom field's name.  
     • Instructions - Directions necessary for completing 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 specific information.
         • A text box type could also act as a note for the profile; 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 - Capture 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 for the profile. 
     • Profile Type - The profile type on which this custom field should display. 
       • Multiple profile types can be selected. 
     • Designation Types - Assign specific custom fields to designations, so that you can keep the custom field section of a profile organized and only show show relevant information for the profile.
       
       
       

1. Navigate to CRM.
2. Click Profiles on the navigation bar, and then click All Profiles.
3. Click the profile name.
   
   
4. Click Edit on the Profile tab.
   
   
5. Enter the applicable custom field information, and then click Save.
   • Only custom fields that are set for the selected profile type will display below the profile details.

 

1. Navigate to CRM.
2. Click Profiles on the navigation bar, and then click Profile Custom Fields.
3. Click the custom field label.
   • Click any column header to sort or type the name into the search bar.
     
     
4. Click Edit.
   
   
5. Edit the custom field, and then click Update.
   • The custom field Type cannot be edited. If you wish to change the custom field type, you will need to create a new custom field.

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

Inactivate from the Profile Custom Fields Page

1. Navigate to CRM.
2. Click Profiles on the navigation bar, and then click Profile Custom Fields.
3. Click the Status toggle of the custom field you want to inactivate.
   • When a custom field is inactivated, the custom field will be removed from the list of active custom fields.
     
     

Inactivate within the Custom Field

1. Navigate to CRM.
2. Click Profiles on the navigation bar, and then click Profile Custom Fields.
3. Click the custom field label of the custom field you want to inactivate.
   
   
4. Click Edit.
   
   
5. Click the Status toggle.
   • When the toggle is clicked, the custom field automatically inactivates.

 

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This video provides an overview of profile designations and profile custom fields in NonprofitCore.