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Adding/Deleting Custom Fields

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Custom Fields

Top Navigation: ADMIN » International » Custom Fields

This article will briefly talk about Custom Fields, which allow you to customize data that is not already housed in the database.  

Add

  1. Click "Add" in the top right-hand corner
  2. Fill in these fields:

    1. Field Name – Choose a name 

    2. Description  

    3. Classification – Chapter/Individual/Campaign/Association/Company/University 

    4. Field Type 

    5. Data Type – Boolean/Date/Money/Multiple Choice/Numeric/Single Choice/Text 

    6. Default Value 

    7. Display in myOmegaFi 

    8. Edit in myOmegaFi  

  3. Create  

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Once created: 

You can use the double arrows to arrange the Custom Fields in the order of your choice. This order will be the fields are displayed on the applicable party's record.

Delete

Click the "Delete" button to the right of the Custom Field. Custom Fields may be deleted from this menu at any time, regardless of if they're in use.