Custom Fields

While records provide many fields to track specific information, you may want to store other details. For example, on a constituent's record, you may want to save their dietary preferences or interests. To track this specialized information, use custom fields.

You can view and manage custom fields from:

  • A record, such as of a constituent, gift, action, or opportunity. From a record, you can view and manage custom fields for that record.

Manage custom fields from a record

Note: In the database view, custom fields are called attributes, and you can configure them in Attributes from Configuration. After you configure an attribute or custom field, you can add it to records and save its values.