Custom Fields

Custom Fields

Custom Field Types:

  • Text - creates a text field with a name you choose when setting the field on an entity.
  • Number - allows the user to enter a number when setting the field on an entity.
  • Currency - allows the user to enter a monetary value when setting the field on an entity.
  • Convertible Currency - as Currency but converts to a specified type of currency.
  • Date - allows the user to set and record a date.
  • Relationship - used to determine the relationship between two entities.

Custom Field Groups:

  • Important Dates - a Date field.
  • Profile Related - a catchall group.
  • Professional Relationships - a relationship field.
  • Personal Relationships - a relationship field.
  • Referrals - a relationship field.

    • Related Articles

    • How To Edit Custom Fields in G5

      Navigate to the Customizations Workspace, and go to the Custom Fields tab. Click the Edit button on the Custom Field you want to make changes to. Make any changes you need to, then click OK when finished.

    • How To Use a Custom Field as a Filter

      In the Contacts workspace you can use a category as a filter. To do so: Click the Filter Options button and select Add filter fields from the dropdown menu. Scroll down to the Profile section and check the box next to individual custom field(s) you ...

    • How to Create a New Custom Field

      Navigate to the Customization Workspace, and go to the Custom Fields tab. Click the Add button at the top right of the list of custom fields. Select the type of custom field from the menu. The type of field determines what you can enter as the ...

    • How To Remove a Custom Field from G5

        Note: Before the instructions below can be done, remove the custom field from each Household, Contact, or Company it is on. Instructions for how to do that can be found here:  How to Delete a Custom Field from a Household or Contact Navigate to the ...

    • How To Add a Custom Field to a Household or Contact

      Go to the Contacts Workspace and open the record of the Household or Contact you want to make changes to. Go to the Details tab and find the Custom Fields card. Click the Add button. Select the custom field type you want to add to the Household or ...