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 want to filter to. Click OK to confirm.
- You can now select an Operator and one or more categories to filter for. In addition, a Categories filter card will be added to your filter bar for use in future searches. In the pic below both Book and Client Anniversary were added this way.
Related Articles
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 ...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 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 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 ...