User Defined Fields

This article is for Administrators.

About User Defined Fields

• “User Defined Fields” are custom fields that appear within all members’ profiles.
• These fields are specific to your organization and can be used to track additional pieces of data for each member.
• Members can neither view nor edit this information within their profile.

Adding a New User Defined Field

1. Navigate to “Administration > User Defined Fields”.
2. Click the “+” icon next to “User Defined Field List”.
3. Enter the name of the field in the “Field Name” box. This will be displayed next to the field within the member profiles.
4. Select a Field Type:
   1. Date
   2. Number
   3. Text
   4. List – allows you to select one item from a pull-down within the member profile.
5. List Values – only applies if you selected Type = List. Enter the various options to appear within the pull-down, separated by commas.
   
   For example: Yes,No,Unassigned
6. Required – If you wish for this field to be required when adding or editing a member’s profile, check the box.
7. Click “Add”.
8. At this point, the field is now available in all member’s profiles.

Editing an Existing User Defined Field

1. Navigate to “Administration > User Defined Fields”.
2. In the “Name” column, click the name of the field you wish to edit.
3. Make any necessary updates.
4. Click “Update”.

Deleting an Existing User Defined Field

1. Navigate to “Administration > User Defined Fields”.
2. In the “Name” column, click the name of the field you wish to delete.
3. Click “Delete”.
4. Click “Ok.”