Profile Custom Fields

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

 

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 - Allows the selection of one predetermined option.  
       • Checkbox List - Allows the selection of multiple predetermined options.  
         • Examples: Donor status, member status, volunteer interest, or first time visitor status.
       • Date - Allows the selection of 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 the custom field to one or more specific designations.
       • The custom field will appear on the corresponding designation tab for the profile.
         • For example, a custom field capturing information about event attendance could be added specifically to profiles with the attendee designation type.
           
           

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 the custom field type needs to be changed, 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 to be inactivated.
   • 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 to be inactivated.
   
   
4. Click Edit.
   
   
5. Click the Status toggle.
   • When the toggle is clicked, the custom field automatically inactivates.

 

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