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

On a record, you can view this specialized information under Custom fields. When you create a custom field — or "attribute" — in the database view, you add its name — or "category" — and specify the type of information — or "value" — it collects, such as dates, text entries, or Yes/No responses.
To view custom fields for a list of constituents or gifts, select Choose columns and choose which details to include.
Note: For security reasons, your organization may limit access to information about some constituents. When a custom field includes a constituent you don't have rights to, their name appears as Someone restricted. For more information, see Record Security.

To add a custom field to the record of a constituent, gift, opportunity, action, event, campaign, fund, or appeal:
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Select Add under Custom fields.
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In the Category field, choose the custom field to add.
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In the Value field, specify the information to save.
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Choose when to apply the information to the record.
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In the Comment field, enter any additional notes or description about the information.
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Select Save.
Tip: Don’t see this option? Contact your system admin for rights to make this type of change.

To edit the details of a custom field, such as the type of information it collects, select Edit from its menu under Custom fields on its record, adjust its information as necessary, and select Save.
Tip: Don’t see this option? Contact your system admin for rights to make this type of change.

To remove a custom field from a record — such as if you inadvertently add it to the wrong constituent — you can delete it. To delete a custom field, select Delete from its menu under Custom fields and then select Delete.
Tip: Don’t see this option? Contact your system admin for rights to make this type of change.
Tip: When you delete a custom field, you permanently remove it from the record. To remove a custom field from the list of options under Custom fields, delete it in Attributes from Configuration in the database view.
Note: In the database view, custom fields are called attributes.