How to add custom fields?

You can add or modify custom contact fields by following steps:

• Go to Settings (by clicking the icon in top navigation bar).
• Click Custom Fields.
• Click Add Field button.

1. • In the pop up window, provide the name and type of the new field you want to track.

• Click the button next to an existing custom field to modify field
  • After a field is created, you can modify the display name of the field, however, you cannot change the field type. If the field is a drop down list type, then you can modify the drop down list values.

• Click the button next to an existing custom field to delete the field. This will delete all existing values stored in contacts for this field.

 

• When you add custom fields, they will be displayed on the:
• • Contact page (if the field has a value in it) 
  • Contact page -> Edit form. They will be displayed in the"Your Fields" section under the More tab.
  • Export Contacts csv extract
  • Export Donations csv extract
  • Export Attendees csv extract (for events)

Need Additional Help?

We're here to assist you in any way we can. Don't hesitate to reach out to support@betterunite.com

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