Custom Fields

Every organization has unique data needs. Custom fields let you add your own fields to member profiles — such as spiritual gifts, T-shirt size, or dietary restrictions — beyond the built-in profile fields.

How Custom Fields Work

Custom fields are organized into tabs. Each tab contains one or more field definitions. When someone fills out the member form (either adding a new member or editing an existing one), your custom field tabs appear as additional steps between the Background Check step and the final Review step.

Custom Fields admin page — The Custom Fields page where you create tabs and define fields

Creating a Tab

Navigate to Custom Fields

From the sidebar, go to People and click the Custom Fields tab.

Click Add Tab

Click the Add Tab button. Enter a name for your tab (for example, "Volunteer Info" or "Health & Safety") and save.

Tip

Use descriptive tab names that make sense to the person filling out the form. Each tab becomes its own step in the member wizard.

Adding Fields to a Tab

Expand a tab

Click on a tab name to expand it and see its fields.

Click Add Field

Click the Add Field button inside the tab.

Configure the field

Fill in the field details:

Name — the label shown on the form (e.g., "T-shirt Size")
Description (optional) — helper text shown below the field
Type — choose from seven field types (see below)
Required — toggle on if the field must be filled out

Field Types

Text — a single-line text input, best for short answers like a name or code
Long Text — a multi-line text area for longer responses like notes or descriptions
Number — a numeric input for quantities, ages, or scores
Date — a date picker for recording specific dates
Yes / No — a simple toggle switch for true/false values
Dropdown — a single-select dropdown where you define the options (e.g., S, M, L, XL for shirt sizes)
Multi-Select — similar to a dropdown but the person can choose multiple options (e.g., selecting multiple spiritual gifts)

Note

For Dropdown and Multi-Select fields, you will be prompted to enter the list of available options when creating the field.

Reordering Tabs and Fields

You can change the order of tabs and the order of fields within a tab using drag-and-drop. Grab the drag handle (the six-dot grip icon) on a tab or field and drag it to the desired position. The new order is saved automatically.

Editing and Deactivating Fields

Click the edit icon on any field to update its name, description, type, or required status. You can also deactivate a field if you no longer need it — deactivated fields stop appearing in the member form but existing data is preserved.

Warning

Changing a field's type (e.g., from Text to Number) may affect how existing data is displayed. Review existing values before changing types on fields that already have data.

Viewing Custom Field Data

Custom field values are visible in two places:

The member detail panel — click a member in the directory to see their custom field data alongside their standard profile information
The member edit form — custom field tabs appear as steps in the form where values can be updated

Permissions

Custom field management requires these permissions:

customFields.view — see custom field values on member profiles
customFields.create — create new tabs and fields
customFields.edit — modify existing tabs and fields
customFields.delete — remove tabs and fields