Opportunity Custom Fields

1. Navigate to Fundraising and click Opportunity Custom Fields on the navigation bar.
2. Click Create Custom Field.
   
   
3. Enter the applicable Create Opportunity Custom Field information, and then click Create Opportunity Custom Field. In-system asterisks indicated required fields.
   • Label - The name of the custom field. 
   • Instructions - Instructions 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 opportunity; 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.
   • Opportunity Type - Select the opportunity types on which the custom field can be displayed.
     • Multiple opportunity types can be selected. 
     • Opportunity Types for fundraising and grant opportunities are set up in Fundraising and Grant Management Configurations respectively.
     • Opportunity types are grouped by the opportunity categories of fundraising and grant management.

1. Navigate to Fundraising.
2. Click Fundraising on the navigation bar, and then click Opportunities.
3. Click the opportunity name.
   
   
4. Click Edit.
   
   
5. Enter the applicable custom field information, and then click Update.
   • Only custom fields that have been set for the selected opportunity will display in the list on the Details tab. 
   • Some custom fields can be set to display on all opportunity types while others can be set to display on only a few.
     • In the screenshot below, Event Date is a required custom field for opportunities whose Type is Event.
       
       

The custom field displays within the Details tab of an opportunity.

 

1. Navigate to Fundraising and click Opportunity Custom Fields on the navigation bar.
2. Click the custom field label.
   
   
3. Click Edit.
   
   
4. Update the applicable Edit Opportunity Custom Field information, 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 an opportunity.

Inactivate From the Opportunity Custom Fields Page

Inactivate within the Custom Field

This video provides an overview of opportunity custom fields in NonprofitCore.