Add custom fields for a rep

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 representative fields may be

viewed on each representatives’ record

included as fields on a custom report

included in the download from a custom report

used to filter the records in the Members module

Additional custom fields may also be created to use on the member record, event registrations and within your groups.

See Custom Field Types – Table 1-6

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.

Table 1-6

Add a custom field

1.	On the Reps tab, click Add/Edit Custom Fields in the Custom Fields area

2.	Click Add a Field.

Figure 1-26 Add custom fields

3.	Type desired field name (maximum characters: 128)

4.	Click the Data Type arrow.

5.	Click the desired data type.

a.	If the selected data type is Text, type the desired Text Size.

b.	If the selected data type is Drop Down List, enter the desired list of items.

Figure 1-26a Sample Drop Down List custom field

6.	Click Continue.

7.	Click Save & Exit.

Remove a custom field

1.	On the Reps tab, click Add/Edit Custom Fields in the Custom Fields area.

2.	Click to select the check box at the end of the row of the Field Name that you wish to remove.

3.	Click Remove Selected Fields.

4.	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. The selections MIC Search and Member Permissions are not active yet but will provide some new capabilities in upcoming releases

Rename a custom field

1.	On the Reps tab, click Add/Edit Custom Fields in the Custom Fields area.

2.	Click in the text of the Field Name.

3.	Make the desired field name change.

4.	Click Save & Exit.

Change the sort order for custom field display

1.	On the Reps tab, click Add/Edit Custom Fields in the Custom Fields area.

2.	Click and drag the field to the desired location.

Figure 1-26b Click and drag the field to the desired location

3.	Click Save & Exit.