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CLICK FOR STEP BY STEP INSTRUCTIONS
  1. Go to: Configuration >> Custom Fields.
  2. Run your mouse over the green options icon and click New Custom Field.
  3. Enter a custom field name
  4. Select the header from the dropdown box.
  5. Select the permissions for the Custom Field:
  • Private: Only accessible to the administrator
  • Read only: Data entered by the administrator can be seen by the donor but not edited
  • Read/write with approval: Data entered by the donor requires approval by the administrator
  • Read/write without approval: Data entered by the donor does not require approval
  1. Select where you would like the Custom Field to display
  • com: Select whether or not this Custom Field will appear to donors when they edit their profile and whether or not a value is required
  • Donor Information Forms: Select which Custom Fields will appear and whether or not a value is required by those filling in the form.

7. Choose the type of field. 8. Enter a description if desired. 9. Click [Save].