Create Custom Fields

A custom field adds something of your own to every person’s record: a baptism date, a school, a membership class, whatever your church keeps track of.

Pro includes up to 10 custom fields.

Steps

1. In the sidebar, choose Administration, then the Custom Fields tab.
2. Choose Add Custom Field.
3. Give it a Label, the words your team will see on a person’s record.
4. Choose a Type. The type decides what can be typed in, and what you can filter on later.
5. Save.

The field appears on every person’s record from then on, and you can use it in Lists and in reports.

Good to know

• Archiving a field keeps the answers. They stop showing on the record but are not deleted.
• Think before you add many. A field everyone must fill in is a field someone must maintain.
• Sensitive information does not belong here. Children’s allergies and medical notes have their own protected place in Kids Check-In, where access is controlled.