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Overview
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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/NO, and Group. Use Case
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Accessing the Tool
Please see instructions below to access Custom Fields within each available module.
Membership
To access Custom Fields specific to Members:
Select Membership across the top toolbar and choose Custom Fields.
Employees
To access Custom Fields specific to Employees:
Select Employees across the top toolbar and choose Custom Fields.
Vendors
To access Custom Fields specific to Vendors:
Select Accounts Payable across the top toolbar and choose Custom Fields.
Custom Fields Grid
A Custom Fields Grid will launch, specific to the selected module, when either of these options are selected. These Grids can be filtered, and exported to excel in the same manner as any Grid within the Office system.
Custom Fields Categories
Please Note: Selecting a Custom Fields Category is required during the setup of a Custom Field.
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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
To 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.
Choice
A Choice Custom Field creates a selection option within the specific instance of the Office system the Custom Field is created.
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Type - used to determine if the field will accept more than one selection.
MultiSelect- more than one can be selected. When selecting multiple instances, please be sure to hold CTRL on the keyboard.
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Be sure to Save & Close the Custom Field when complete.
The new Custom Field will display on the Custom Field Tab within the specific module the Custom Field was created.
Date
Date Custom Fields are used to store additional information in a date format.
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Be sure to Save & Close the Custom Field when complete.
The new Custom Field will display on the Custom Field Tab within the specific module the Custom Field was created.
Number
Number Custom Fields are used to store additional numeric data.
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Be sure to Save & Close the Custom Field when complete.
The new Custom Field will display on the Custom Field Tab within the specific module the Custom Field was created.
Text
Text Custom Fields are used to store additional information in simple text format.
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Web Privileges - Only applicable if client still uses CSWeb.
Be sure to Save & Close the Custom Field when complete.
The new Custom Field will display on the Custom Field Tab within the specific module the Custom Field was created.
Yes/No
Used for storing Yes or No information. Creates a checkbox for the user to check for yes or leave unchecked for no.
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Web Privileges - Only applicable if client still uses CSWeb.
Be sure to Save & Close the Custom Field when complete.
The new Custom Field will display on the Custom Field Tab within the specific module the Custom Field was created.
Group
This Type is used to group several types of Custom Fields into one section within the specific module the Custom Field is entered.
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Web Privileges - Only applicable if client still uses CSWeb.
Be sure to Save & Close the Custom Field when complete.
The new Custom Field will display on the Custom Field Tab within the specific module the Custom Field was created.
Custom Fields Reporting
Reporting on Custom Fields is most efficient when using Grids. Once a Custom Field is created, the Custom Field becomes an available column option within the specific module the Custom Field is created.
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