Difference between revisions of "Add Custom Fields for a Rep"
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__NOTOC__ | __NOTOC__ | ||
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==What Are Custom Fields?== | ==What Are Custom Fields?== | ||
Custom Fields are designed to give ultimate flexibility in managing your data. When adding a custom field, you will create a database field that is available across all representative records for tracking additional desired information. | Custom Fields are designed to give ultimate flexibility in managing your data. When adding a custom field, you will create a database field that is available across all representative records for tracking additional desired information. | ||
− | ==Where | + | |
+ | ==Where Are Custom Fields Used?== | ||
*On a rep's record located in '''Members''' > '''Reps''' > '''Custom Fields''' | *On a rep's record located in '''Members''' > '''Reps''' > '''Custom Fields''' | ||
*In custom reports | *In custom reports | ||
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#Click '''Save & Exit'''. | #Click '''Save & Exit'''. | ||
− | ==Remove a Custom Field= | + | ==Remove a Custom Field== |
− | #On the Reps tab, click Add/Edit Custom Fields in the Custom Fields area. | + | #On the '''Reps''' tab, click '''Add/Edit Custom Fields''' in the "Custom Fields" area. |
− | #Click to select the check box at the end of the row of the Field Name that you wish to remove. | + | #Click to select the check box at the end of the row of the '''Field Name''' that you wish to remove. |
− | #Click Remove Selected Fields. | + | #Click '''Remove Selected Fields'''. |
− | #Click Save & Exit. | + | #Click '''Save & Exit'''. |
:''Note:''' All data in the custom field will be deleted. | :''Note:''' All data in the custom field will be deleted. | ||
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:'''Note:''' The MIC Search and MIC Permission selections are new selections that are staging us for future features. | :'''Note:''' The MIC Search and MIC Permission selections are new selections that are staging us for future features. | ||
− | + | ==Rename a Custom Field== | |
− | Rename a | ||
#On the Reps tab, click Add/Edit Custom Fields in the Custom Fields area. | #On the Reps tab, click Add/Edit Custom Fields in the Custom Fields area. | ||
#Click in the text of the Field Name. | #Click in the text of the Field Name. | ||
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#Click Save & Exit. | #Click Save & Exit. | ||
− | Change the | + | ==Change the Sort Order for Custom Field Display== |
#On the Reps tab, click Add/Edit Custom Fields in the Custom Fields area. | #On the Reps tab, click Add/Edit Custom Fields in the Custom Fields area. | ||
#Click and drag the field to the desired location. | #Click and drag the field to the desired location. | ||
#:Figure 1-26b Click and drag the field to the desired location | #:Figure 1-26b Click and drag the field to the desired location | ||
#Click Save & Exit. | #Click Save & Exit. |
Revision as of 21:17, 7 August 2015
What Are Custom Fields?
Custom Fields are designed to give ultimate flexibility in managing your data. When adding a custom field, you will create a database field that is available across all representative records for tracking additional desired information.
Where Are Custom Fields Used?
- On a rep's record located in Members > Reps > Custom Fields
- In custom reports
- The data file download from a custom report
- When filtering records in the Members module
Custom Field Types
- Text: Displays a field where text can be entered. Maximum size: 8000 characters
- Boolean (True/False): Displays a check box that can be selected or cleared.
- Date/Time: Displays a field where a date can be entered in many formats i.e. 9-7-06, 9-7-06, Sep 7 2006, Sep 7 06, 9/7/06 but once saved, will always display in the following format: 09/07/2006
- Number: Integer: Displays a field where whole numbers may be entered. Maximum size: 10 whole numbers
- Number: Decimal: Displays a field where numbers with up to 2 decimal values may be entered. Maximum size: 14 whole numbers, 2 decimal values
- Drop Down List: Displays your designated list of options that may be selected.
- Additional custom fields may also be created to use on the member record, event registrations and within your groups.
Add a Custom Field
- On the Reps tab, click Add/Edit Custom Fields in the "Custom Fields" area
- Click Add a Field.
- Type desired field name (maximum characters: 128)
- Click the Data Type dropdown list.
- Click the desired data type.
- If the selected data type is Text, type the desired Text Size.
- If the selected data type is Drop Down List, enter the desired list of items.
- Click Continue.
- Click Save & Exit.
Remove a Custom Field
- On the Reps tab, click Add/Edit Custom Fields in the "Custom Fields" area.
- Click to select the check box at the end of the row of the Field Name that you wish to remove.
- Click Remove Selected Fields.
- Click Save & Exit.
- Note:' All data in the custom field will be deleted.
- Note: The MIC Search and MIC Permission selections are new selections that are staging us for future features.
Rename a Custom Field
- On the Reps tab, click Add/Edit Custom Fields in the Custom Fields area.
- Click in the text of the Field Name.
- Make the desired field name change.
- Click Save & Exit.
Change the Sort Order for Custom Field Display
- On the Reps tab, click Add/Edit Custom Fields in the Custom Fields area.
- Click and drag the field to the desired location.
- Figure 1-26b Click and drag the field to the desired location
- Click Save & Exit.