Opportunity Custom Fields

1. Navigate to Fundraising and click Custom Fields on the navigation bar.
2. Click Create Custom Field, and then click Opportunity.
   
   
3. Enter the Custom Fields applicable information, and then click Create Opportunity Custom Field. 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 are set up in Opportunity Configurations. 
     • Opportunity types are grouped by the opportunity categories of fundraising and grantseeking.

1. Navigate to Fundraising and click Opportunities on the navigation bar.
2. Click either the Fundraising or Grantseeking tab.
3. Click the opportunity name.
   
   
4. Click Edit.
   
   
5. Enter the applicable custom field information, 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 Custom Fields on the navigation bar.
2. Click the custom field label.
   
   • Click any column header to sort or type the name into the search bar.
     
     
3. Click Edit.
   
   
4. 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 an opportunity.

Inactivate from the Opportunity Custom Fields Page

1. Navigate to Fundraising and click Custom Fields on the navigation bar.
2. Click the toggle in the Active column 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 Fundraising and click Custom Fields on the navigation bar.
2. Click the Opportunity tab.
3. Click the custom field label of the custom field you want to inactivate.
   
   
4. Click Edit.
   
   
5. Uncheck the Active box, and then click Update.