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1) Navigate to System across the top toolbar and select Custom Fields Categories.
2) Then, perform either of the following to launch the Custom Fields Categories setup screen:
Click the New icon on the toolbar.
b. Right Click anywhere on the Custom Fields Categories Grid and select New.
3) Give the new Custom Fields Category a name and Save & Close. Web Visibility is only applicable to clients still using CSWeb.
Create a New Custom Field
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Click the New icon on the toolbar.
b. Right Click anywhere on the Custom Fields Grid and select New.
3. The Custom Fields setup screen will launch. Select the Type of Custom Field that is being entered.
Custom Fields Types
Please see below instructions on each Type of Custom Field.
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Category - select the Custom Fields Category.
Description - additional information about the Custom Field.
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Category - select the Custom Fields Category.
Description - additional information about the Custom Field.
Format - used to set the specific format for the Custom Field.
Date Only - will only accept date entry
Time Only - will only accept time entry
Date and Time - will accept date and time entry
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Display Order - used to put Custom Fields in order on the Custom Field screen within the specific module the Custom Field was created.
Required - makes the Custom Field a required field when entering a new member.
Web Privileges - Only applicable if client still uses CSWeb.
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Category - select the Custom Fields Category.
Description - additional information about the Custom Field.
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