Previous Lesson: Configuring Templates
In addition to User Profile information, you can create Custom User Fields for additional information your organization wishes to gather from a user when creating an Account.
Video Instruction
Please watch the video to learn about Custom User Fields. Once finished, review how to apply what you learned in the system before continuing to the next lesson, Scholarships.
When to Use
Custom User Fields are created to capture additional information in the account creation process.
Commonly used custom data fields include:
School District Information
Special Insurance Memberships such as SilverSneakers
Other information you wish to capture during the account creation process
Important Note:
When creating Custom User Fields, you do not want to gather Personally Identifiable Information (PII), Sensitive Personally Identifiable Information (SPII), and Protected Health Information (PHI) that may go against your local or state policies within the software such as Social Security numbers. For more information, please refer to our Help Center article PII, Senstive PII and PHI.
How to Apply
While learning how to utilize Custom User Fields, you may experience areas where you have questions. If you have any questions or run into issues, please keep track of them so your CivicPlus representative may address them.
Please complete the following:
Consider additional information outside of the provided fields that you may want to gather from your Users
Create the appropriate data fields
Verify the user fields appear in the order you wish for them to appear in the account creation process
Additional Resources
Here are helpful articles about configuring custom user fields for your reference:
Related Lessons
If you are interested in learning more, try completing these lessons:
Next Lesson: Scholarships