Custom Fields: Step-by-Step Guide

Custom Fields: Step-by-Step Guide

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How to Setup a Custom Field

Select the gear button on the top right of the screen.
Then select Data Organization from the sidebar.
Select the Custom Fields tab.
Select
The following screen will pop up:
Type in what you would like this new Custom Field to be called in the box under Name.
Select what Type of Custom Field this should be by selecting one of the options from the Type dropdown.
Type refers to in which part of Admire this Custom Field will be show and be available.
Custom Field Type Options:
- Account: available on the account level
- Payment: available only on payments
- Pledge: available only on pledges
Select the Format for this field by selecting one of the options from the Format dropdown.

Custom Field Format Options:

Text: formatted as written words.
Select:allows you to set up a dropdown list of custom options to choose from.
Creating a Custom Drop-down for your Custom Field:
- Use the "Select" option.
- Screen will expand to include a space for List Options
- Type in your first option and select to add more options.
- When done creating your list select
- To allow for the user to add new options while doing data entry, make sure to check off this:
  This means that the user can free type on the space designated for this Custom Field and thereby create a new option for that field.
Number: formatted as a mathematical number.
Checkbox: appears as checkbox that can be checked/unchecked
Currency: formatted as money with $ symbol.

Select the garbage icon located to the right of the Custom Field
You will be prompted if you really wish to delete this Custom Field as it will be removed from all accounts
Select to completely get rid of this Custom Field from your database

When entering a new account your Custom Fields will appear below the address & salutation information. You can just scroll down the entry screen to access them.
How you edit/delete the Custom Field will depend on what format you chose for it (see above Custom Field Format Options).
The Custom Fields are displayed on the Account under the Contact Details section.
Use the bar on the side to scroll down to see all your available Custom Fields.
Select the to edit the Custom Field.

When entering a new pledge or payment your Custom Fields will appear below the note box. You can just scroll down the entry screen to access them.
To edit/delete a Custom Field on a pledge/payment, select the pledge/payment and then scroll down till you reach the Custom Field.
If there is no value by that Custom Field:
- Select the greyed out + sign that appears when you hover over that Custom Field.
- Now you can edit that Custom Field.
- Select when done or to close.
If there already is a value in that Custom Field:
- Select the value to allow you to edit.
- Select when done or to close.

Now that you have added Custom Fields to your database you may want to:

Filter by these Custom Fields - use the Custom Fields as a criteria to filter on.
Show these Custom Fields on an existing report - add the Custom Field to show on your report

Go to the Data Center
Select or choose an existing list.
Select
Type the name of the Custom Field in this bar or click the bar to select from the dropdown
Now you can filter on this Custom Field using the available dropdowns!

Admire Quick Tip!

Custom Fields are available as Columns to show on Reports.
Click on the gear button when on a report to select it.

When you are on a Report List, select the gear symbol.
This will drop-down a list of all available fields. Your Custom Field will be on this list!
Select the desired Custom Field to add it as a column on your Report.

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