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Office Help Home

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Custom Fields are designed as a club specific solution to gathering additional information on particular instances of the Office system.  Specifically, Custom Fields can be created to gather additional information on Members, Employees, and Vendors.  The Office system has the capability to create various types of Custom Fields including Choice, Date, Number, Text, Yes/NONo, and Group.

Use Case

  • The club would like to track the age of their Members when they joined the club.

  • Custom Fields can be used to track the Education of a club’s employees.

  • Tracking the brand of woods a Vendor sells can done using Custom Fields.

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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:

      1. 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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    1. 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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