The Custom Fields view contains all fields created in the system (via a transfer from a different software) or manually by a user in the software that addresses a distinction in person or household records that the current fields in Church360° didn't address.
Users can create, edit, deactivate, or delete these fields as they use the software.
Action buttons
Like other views, each tab in the Custom Fields view has action buttons for specific tasks.
- Add Person Field - This option creates a new entry for a field to show in a person's individual record or Individuals mode on the People view.
- Add Household Field - This option creates a new entry for a field to show in a person's household record or Households mode on the People view.
Custom Person and Household Field List
The first section under Custom Fields shows all available custom fields that have been created in the system for individuals and the second section contains those for households.
All Custom Fields and their details are listed in their respective sections.
- Name - Displays the name of the Custom Field.
- Type - Displays the type of Custom Field. For more information on field types, please scroll down to see Types of Custom Fields.
- Visible To - Displays which People-related roles can see this field in a person or household record.
- Records with field in use - The untitled column displays the number of people with this field selected or filled in. Clicking on this number will open a People view of all relevant individuals selected.
Actions for custom fields
- Edit Field - The pencil icon to the far right of a field name will open it for editing.
- Deactivate Field - The eye icon to the far right of a field name will hide it from the record view. However, the information within the field is retained. Clicking the eye again will activate the field for use again.
- Delete Field - The trash can icon to the far right of a field name will delete it from the view.
Types of Custom Fields
Different types of custom fields are available that can help with different designations for your records with some types allowing for more safeguards for data entry.
- Text - This type of field is simply a text box that users can enter in up to 255 characters, like a favorite Bible verse or a person's birthplace. It is not recommended for general notes for a person.
- Date - This type of field will allow users to select a specific date from a calendar, like a First Communion date. This field can be used to create an anniversary calendar to be shown on the Events calendar if needed. Partial dates are not applicable for this field.
- List - This type of field allows users to choose pre-populated options from a drop-down menu, like an assigned elder or ministry group. When selecting this field type, administrators can add and remove options in the text box below the drop-down menu, with each options on its own line.
- Link - This type of field allows users to add a URL to the field that creates a link that others can click on to be taken to a third-party site or page, like a Facebook page.
- Person Link - This type allows users to select from a drop-down list of all available person records to attach to the record in question, like an emergency contact or sponsor.