Custom Fields

This page allows you to create a new field or modify existing fields.How to access:

1. Access the admin backend by clicking on the  on the top right and then click Admin.
2. In the left hand column, select Settings(D.T).
3. Click the tab titled Fields.

Description

A Tile is a section within the Contact/Group Record Pages (e.g. Details tile). A Tile is made up of Fields.

Example Tile and Fields

This English Club Tile is made up of the following fields:

• English Club Pathway
• English Club Start Date
• Interests
• Topics Completed

The Interests field, for example, is made up of the following options:

• Receive Bible
• Discuss Christianity
• Join a Bible Study
• Put on Newsletter List

Build a Complete Tile #

How to access:

1. Access the admin backend by clicking on the  on the top right and then click Admin.
2. In the left hand column, select Settings(D.T).
3. Click the tab titled Tiles.

Create a new tile:

1. Click the Tiles tab.
2. Click the tile type (Contacts, Groups, People Groups, Trainings).
3. Click Add a new tile
4. Name it.
5. Click Create Tile.
6. Give the new tile a Description
7. Click Save Settings.

Create new fields:

1. Click the Fields tab.
2. Click the tile type (Contacts, Groups, People Groups, Trainings).
3. Click Create new field.
4. Define the New Field Name and Field type:
   • Dropdown: Select an option for a dropdown list
   • Multi Select: A field like the milestones to track items like course progress
   • Yes/No
   • Tags
   • Text: This is just a normal text field
   • Text Area
   • Number
   • Link: URL
   • Date: A field that uses a date picker to choose dates (like baptism date)
   • Date Time
   • Connection: Association to another contact or group
5. Define whether it is a Private Field, and which Tile you wish to add the field to.
6. Click Create Field.
7. Repeat Steps 1-5 until all the fields have been defined.

Preview Tile:

Preview your tile within the Contact or Group Record by returning to the frontend. Click the  icon to return.

Modify Tiles, Fields, and Options #

Modify Tile:

1. Click on the Tiles tab.
2. Click the tile type (Contacts, Groups, People Groups, Trainings).
3. Click the existing tile you wish to modify.
4. Modify the existing tile as desired. Click Save Settings.
5. Sort the tiles and fields as desired. Click Save tile and field order.

Modify Field:

1. Click the Fields tab.
2. Click the tile type (Contacts, Groups, People Groups, Trainings).
3. The drop down is a list of existing fields you can add to your new tile. Choose from the list and click Select.
4. Change the field as desired. Click Save.

Contact Fields:

• Contact Status
• Seeker Path
• Faith Milestones
• Reason Not Ready
• Reason Paused
• Reason Closed
• Sources

Group Fields:

• Group Type
• Church Health

People Groups Fields: (coming soon!)