{"id":56,"date":"2019-11-26T16:10:12","date_gmt":"2019-11-26T16:10:12","guid":{"rendered":"https:\/\/www.betterimpact.tv\/ci-trialguide\/?page_id=56"},"modified":"2019-12-18T16:45:48","modified_gmt":"2019-12-18T16:45:48","slug":"03b-client-profile-add-custom-field-part-2","status":"publish","type":"page","link":"https:\/\/www.betterimpact.tv\/ci-trialguide\/03b-client-profile-add-custom-field-part-2\/","title":{"rendered":"03B &#8211; Client Profile &#8211; Add Custom Field Part 2"},"content":{"rendered":"<p><iframe loading=\"lazy\" src=\"https:\/\/player.vimeo.com\/video\/380289037\" width=\"1280\" height=\"720\" frameborder=\"0\" allow=\"autoplay; fullscreen\" allowfullscreen><\/iframe><\/p>\n<p style=\"text-align: center;\"><span class=\"col col_name\"><br \/>\n<\/span> <span class=\"col col_shortcode\"> <span class=\"col col_name\"><br \/>\n<\/span> <a class=\"maxbutton-47 maxbutton maxbutton-back-to-3b-part-1\" href=\"https:\/\/www.betterimpact.tv\/ci-trialguide\/03b-client-profile-add-custom-field-part-1\/\"><span class='mb-text'>BACK<\/span><\/a> <a class=\"maxbutton-16 maxbutton maxbutton-go-to-4-intro\" href=\"https:\/\/www.betterimpact.tv\/ci-trialguide\/04-volunteer-client-matches-intro\/\"><span class='mb-text'>NEXT<\/span><\/a> <\/span><\/p>\n<div id=\"accordions-164\" class=\"accordions-164 accordions\" accordionsdata={&quot;lazyLoad&quot;:true,&quot;id&quot;:&quot;164&quot;,&quot;event&quot;:&quot;click&quot;,&quot;collapsible&quot;:&quot;true&quot;,&quot;heightStyle&quot;:&quot;content&quot;,&quot;animateStyle&quot;:&quot;swing&quot;,&quot;animateDelay&quot;:1000,&quot;navigation&quot;:true,&quot;active&quot;:999,&quot;expandedOther&quot;:&quot;yes&quot;}>\r\n                <div id=\"accordions-lazy-164\" class=\"accordions-lazy\" accordionsId=\"164\">\r\n                    <\/div>\r\n\r\n        <div class=\"items\"  style=\"display:none\" >\r\n        \r\n                <div post_id=\"164\" itemcount=\"0\"  header_id=\"header-1574785869030\" id=\"header-1574785869030\" style=\"\" class=\"accordions-head head1574785869030 border-none\" toggle-text=\"\" main-text=\"CLICK FOR STEP BY STEP INSTRUCTIONS\">\r\n                                            <span id=\"accordion-icons-1574785869030\" class=\"accordion-icons\">\r\n                            <span class=\"accordion-icon-active accordion-plus\"><i class=\"fa fas fa-chevron-up\"><\/i><\/span>\r\n                            <span class=\"accordion-icon-inactive accordion-minus\"><i class=\"fa fas fa-chevron-down\"><\/i><\/span>\r\n                        <\/span>\r\n                        <span id=\"header-text-1574785869030\" class=\"accordions-head-title\">CLICK FOR STEP BY STEP INSTRUCTIONS<\/span>\r\n                                    <\/div>\r\n                <div class=\"accordion-content content1574785869030 \">\r\n                    <ol>\r\n<li>Go to: Configuration >> Custom Fields.<img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-165\" src=\"https:\/\/www.betterimpact.tv\/ci-trialguide\/wp-content\/uploads\/sites\/16\/2019\/11\/03b-Client-Profiles-Custom-Fields-1-1.png\" alt=\"\" width=\"1039\" height=\"439\" srcset=\"https:\/\/www.betterimpact.tv\/ci-trialguide\/wp-content\/uploads\/sites\/16\/2019\/11\/03b-Client-Profiles-Custom-Fields-1-1.png 1039w, https:\/\/www.betterimpact.tv\/ci-trialguide\/wp-content\/uploads\/sites\/16\/2019\/11\/03b-Client-Profiles-Custom-Fields-1-1-300x127.png 300w, https:\/\/www.betterimpact.tv\/ci-trialguide\/wp-content\/uploads\/sites\/16\/2019\/11\/03b-Client-Profiles-Custom-Fields-1-1-768x324.png 768w, https:\/\/www.betterimpact.tv\/ci-trialguide\/wp-content\/uploads\/sites\/16\/2019\/11\/03b-Client-Profiles-Custom-Fields-1-1-1024x433.png 1024w\" sizes=\"auto, (max-width: 1039px) 100vw, 1039px\" \/><\/li>\r\n<li>Run your mouse over the green options icon and click New Custom Field.<img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-166\" src=\"https:\/\/www.betterimpact.tv\/ci-trialguide\/wp-content\/uploads\/sites\/16\/2019\/11\/03b-Client-Profiles-Custom-Fields-2-1.png\" alt=\"\" width=\"1019\" height=\"399\" srcset=\"https:\/\/www.betterimpact.tv\/ci-trialguide\/wp-content\/uploads\/sites\/16\/2019\/11\/03b-Client-Profiles-Custom-Fields-2-1.png 1019w, https:\/\/www.betterimpact.tv\/ci-trialguide\/wp-content\/uploads\/sites\/16\/2019\/11\/03b-Client-Profiles-Custom-Fields-2-1-300x117.png 300w, https:\/\/www.betterimpact.tv\/ci-trialguide\/wp-content\/uploads\/sites\/16\/2019\/11\/03b-Client-Profiles-Custom-Fields-2-1-768x301.png 768w\" sizes=\"auto, (max-width: 1019px) 100vw, 1019px\" \/><\/li>\r\n<li>Enter a custom field name.<\/li>\r\n<li>Select the header from the dropdown box.<\/li>\r\n<li>Select the modules that will use the Custom Field.<\/li>\r\n<li>Select the permissions for the Custom Field:<\/li>\r\n<\/ol>\r\n<ul>\r\n<li>Private: Only accessible to the administrator<\/li>\r\n<li>Read only: Data entered by the administrator can be seen by the client but not edited<\/li>\r\n<li>Read\/write with approval: Data entered by the client requires approval by the administrator<\/li>\r\n<li>Read\/write without approval: Data entered by the client does not require approval<\/li>\r\n<\/ul>\r\n<ol start=\"7\">\r\n<li>Select where you wouldl like the Custom Field to display.<\/li>\r\n<\/ol>\r\n<ul>\r\n<li>com: Select whether or not this Custom Field will appear to clients when they edit their profile and whether or not a value is required<\/li>\r\n<li>Application Forms: Select the client application form if this Custom Field will appear and whether or not a value is required by those filling in the application.<\/li>\r\n<\/ul>\r\n<p>8. Choose the type of field.<\/p>\r\n<ol start=\"9\">\r\n<li>Enter a description if desired.<\/li>\r\n<li>Click [Save].<img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-167\" src=\"https:\/\/www.betterimpact.tv\/ci-trialguide\/wp-content\/uploads\/sites\/16\/2019\/11\/03b-Client-Profiles-Custom-Fields-10.png\" alt=\"\" width=\"816\" height=\"524\" srcset=\"https:\/\/www.betterimpact.tv\/ci-trialguide\/wp-content\/uploads\/sites\/16\/2019\/11\/03b-Client-Profiles-Custom-Fields-10.png 816w, https:\/\/www.betterimpact.tv\/ci-trialguide\/wp-content\/uploads\/sites\/16\/2019\/11\/03b-Client-Profiles-Custom-Fields-10-300x193.png 300w, https:\/\/www.betterimpact.tv\/ci-trialguide\/wp-content\/uploads\/sites\/16\/2019\/11\/03b-Client-Profiles-Custom-Fields-10-768x493.png 768w\" sizes=\"auto, (max-width: 816px) 100vw, 816px\" \/><\/li>\r\n<\/ol>                <\/div>\r\n            <\/div>\r\n\r\n\r\n    \r\n                <\/div>\n","protected":false},"excerpt":{"rendered":"","protected":false},"author":4,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":""},"class_list":["post-56","page","type-page","status-publish","hentry"],"_links":{"self":[{"href":"https:\/\/www.betterimpact.tv\/ci-trialguide\/wp-json\/wp\/v2\/pages\/56","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.betterimpact.tv\/ci-trialguide\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/www.betterimpact.tv\/ci-trialguide\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/www.betterimpact.tv\/ci-trialguide\/wp-json\/wp\/v2\/users\/4"}],"replies":[{"embeddable":true,"href":"https:\/\/www.betterimpact.tv\/ci-trialguide\/wp-json\/wp\/v2\/comments?post=56"}],"version-history":[{"count":0,"href":"https:\/\/www.betterimpact.tv\/ci-trialguide\/wp-json\/wp\/v2\/pages\/56\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.betterimpact.tv\/ci-trialguide\/wp-json\/wp\/v2\/media?parent=56"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}