Discussion
Custom Fields can be used to create industry specific fields to ensure you collect the right data. 1. Go to the top menu and under “System” select “Custom Fields” and then “Create and Maintain”. 2. Select the relevant Module (e.g. Member or Contact). You can also create your own module for e.g. boats and add custom fields to it. 3. Click “Add New Section” on the right-hand side and give the new section a name e.g. Boat Details. 4. Click on the new “Section” and click “Add New Field” button on the right-hand side. 5. Give the field a name (e.g. boat width) and select the field type (e.g. Whole Number). Scroll down and click “Save”. 6. To add a PDF or Photo add another field and change the field type to “File”. 8. Scroll to the bottom and you can see the new section and fields have been added to the module.