Documentation Index

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Create Custom User Fields

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In addition to User Profile information, you can create Custom Data Fields for additional personal information your organization wishes to gather from a user when creating an account.

Important Note:

The custom field will not show up as an option in reports until it has been filled out by at least one account member.

Instructions

  1. Navigate to Configuration, then hover over Organization, and then click to select Custom User Fields:The home screen of Recreation Management with the Configuration and Organization menus expanded and the Custom User Fields item highlighted.

  2. Select Create Custom Field:The Custom Fields screen with the Create Custom Field button highlighted.

  3. Fill in fields:The Custom Field tab with various fields and toggles displayed.

    • Data Type (required): Select what type of answers you want to retrieve, including:

      • Date

      • Freeform Text - Paragraph

      • Freeform Text - Single Line

      • Label/No Response

      • Phone Number

      • Select One Option

      • Select One or More

      • Yes/No

    • Label (required): Enter a label for your field

    • Max Length: Specify how many characters are possible in an answer; leave blank for unlimited

    • Required: Select if this field is a required field

  4. Select Save New Custom Field:The Save New Custom Field button is highlighted on the Custom Field page.