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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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Please see instructions below to access Custom Fields within each available module.
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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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4. The column is now on the grid and can be filtered and exported to Excel the same as any other column.
Best Practices
- Make sure to always save and close when finished editing the custom field.
- It is required to select a Custom Fields Category during the setup of a Custom Field.
Downloadable Guide
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