Add Defined Field Sets

  1. From Management, select User-Defined Fields.

  2. Under Defined Field Sets, select Add Defined-Field Sets.

  3. Select the name of the defined field set. A list all defined fields for that set appears.

  4. By default, all fields and options are selected for you to import. To exclude a field you do not need, clear its checkbox. When you exclude all options for a field, the field is not created.

    You can cannot exclude fields from all sets. For example, you cannot exclude fields from the Volunteer Fields or For Impact Fields defined sets.

  5. To add the defined field set, select Create under Tasks or Import.