Previous Topic

Next Topic

Book Contents

Book Index

Custom Fields

The VSys developers make no pretense of being able to predict every bit of information you'll need to track, and so you can create and use any number of custom fields within VSys. The Custom fields panel shows these fields and their values for that individual person.

Custom fields can be set up globally, so they are available everywhere, both within and outside of projects. They can also be project-specific, that is, set up specifically for a project and only accessed within that project.

If your administrator created any custom fields for your organization, you will see Custom fields listed when you view, edit, or change personal information. If your administrator did not create any custom fields for your organization, Custom fields will not display.

There are various types of fields that may appear on this panel, depending on what your administrator set up. Enter information in the custom fields on the screen.

Field Types

Definitions and Comments

Text

Simple one-line text field.

Memo

Accepts multiple lines of text.

Date

See What VSys Looks Like: Conventions and Getting Around in the Getting Started section of this manual.

Number with decimals

Accepts numbers, including decimal places.

Number without decimals

Accepts whole numbers.

Yes/No

Represents a yes/no or true/false value.

List of specific choices

Displays a list that lets you select only one choice.

Checklist of specific choices

Displays a list, such as a drop-down list of check boxes, that lets you check multiple selections from the list.

Grouping

Lets you group multiple people together. Click on the three dots "..." to the right of this field or press the F2 key to select a person for this grouping.

Role

Associates one person with another person. Click on the three dots "..." to the right of this field or press the F2 key to select a person for this role.

In This Section

Example

See Also

Profile Editor

Reports

Personal data

Additional data

Assignments

Job associations

Addresses

Relationships

Skills, needs and preferences

Alerts

Transitions

Comments

Certifications

Background checks

Custom Application Forms

Letters sent

Trainings

Volunteer Hours

Interviews

Mandates

Memberships

Awards

Accounts

Availability

Credentials Printed

Web/touchscreen (kiosk)

Portrait Photo

Example

We track the marital status, education and race of our volunteers for reporting purposes to track our efforts in reaching the widest and sometimes ignored portions of our local community. To that end, we've created custom fields to store this data for each volunteer.

Linked Graphic