Updating Custom Fields Information in a Profile


After adding a Custom Field, you may wish to populate that field in profiles. 

  1. Select the profile of the individual or household whose custom field you wish to update.
  2. Navigate to the personal information portion on the right side of the individual profile and enter the text for your custom field. The entry will save automatically.
  3. If you wish to view a list of people utilizing this custom field, you can either create a Smart Group or click the gear icon and go to Custom Fields.