Defined Field Sets

Defined field sets allow you to create groups of user-defined fields without the need to manually set up each field. Defined field sets are pre-populated according to database management best practices. You can use these sets as they are, or personalize them to better fit the needs of your organization.

  1. From Management, click User-Defined Fields. The Edit User-Defined Field Categories page appears.

  2. Under Defined Field Sets, click Add Defined-Field Sets. The Defined Field Sets screen appears.

  3. To select a defined field set, click the name of it. 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 does not create.

    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 Import.