Custom fields: track your own details on each person
Add your own boxes to every person — yeshiva, kehilla, seat number, spouse's maiden name — as text, number, date or a drop-down list.
Before you start
- You are an Owner or Admin.
- 1
Open Custom fields
Go to Settings → Custom fields. The page is called “Custom donor fields”.
Settings → Custom fields. - 2
Add a field
In an empty row, type the “Field label” (for example “Yeshiva”), choose the type: Text, Number, Date or Dropdown.
Type the field's name. - 3
Dropdown choices
For a Dropdown, type the choices in “Dropdown options, comma separated”, for example “Lakewood, Mir, Ponevezh”.
Choices for a dropdown, separated by commas. - 4
Save
Click “Save fields”. Four new empty rows appear each time, so you can keep adding.
Save your fields. - 5
Fill them in
The fields now show at the bottom of every person's Edit page under “Custom fields”, and on their page under “More details”.
Tips
- To remove a field, clear its label and save.
- When importing a spreadsheet, any column can be kept as a custom field (“Keep as custom field”).
If something isn't working
My field doesn't show on people.
Make sure you clicked “Save fields”, and look at the bottom of the person's Edit page.
I renamed a field and the old answers are still there.
That's right — renaming keeps the answers. Only clearing the label removes the field.