Custom Data Fields

Modified on Wed, 6 Mar at 1:04 AM

This article is to assist with creating Custom Data Fields. This feature will allow you to collect data or answers to specific questions against the Family account, specific contacts or individual children.

TABLE OF CONTENTS

Creating the Custom Fields
Using the Custom Fields
Archive Custom Fields

Creating the Custom Fields

Navigate to Business in the menu, then select Profile from the drop down options.

Select Custom Data Fields from the tab options on the screen.

Select + Add

Select the Centre/s that the Custom Field Applies to

Create a Label for the Field (Name of section or question)

Create Area for the field (will display under the Account, Child or Contact)

Enter Display Order:- This will display the order the field will sit on the Area that the field is designated to

Select Type of response:-

Text- can type free text
Checkbox

Combo

Multi Select Combo - permits selection of multiple options

Radio

Document

Address

Signature

HTML Text/Static Text
This is for non-question text such as notices, explanations, comments etc.

Using the Custom Fields

Once the fields have been created, go to that area on the Account, Contact or Child. Fill in the fields with the appropriate information and Save.

Archive Custom Fields

If you no longer need to view a particular custom field, it can be archived.

From the Business profile screen, go to the Custom Data Field tab.

Across from the custom field, use the '... ' action and select Archive. You will be asked to confirm that you want to archive the field as it cannot be returned.

Once sure, select Continue.