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Custom Fields

Concepts

Custom fields are user-defined fields of different types. You can associate custom fields with different types of people, creating fields that VSys One does not have. Custom fields defined within a project are only available within that project. Those defined globally are available everywhere, including within all projects. For custom fields which will likely vary in value from one project to another, define the custom field within each project.

You can print custom fields on many reports and include them in mail merges and exports, as well as filter people by their custom field values.

How to Use

Define custom fields globally by clicking on Custom fields from the Setup panel. For project-specific custom fields, right-click on the project's name from the Projects panel and select Setup (custom fields).

Click on a custom field's name to edit its properties, or on the Add new field link to create a new custom field.

Linked Graphic

Field Basics

These values are common to most (or all) custom fields.

Description

This is the text that appears next to the field in various editors and is used to select this field for reporting. Note that changing the field's name does not affect any data already stored for this field: VSys uses an internal, hidden ID code for matching the data to the field itself.

Type of data

See Custom Field Data Types.

Applicable to what types of things

Custom fields can be applicable to various types of people as well as to groups. Choose the ones this field should be shown with.

When no value has been entered...

See Custom Field Default Values.

Tab to appear on, Override default sizes

See Where to Show This Field

In This Section

Custom Field Data Types

Default Values

Where to Show this Field

List and Checklist Hints

Deleting a Custom Field

Changing Custom Field Types

See Also

Setup

System Preferences

Accounts

Archived Reasons

Awards Types

Banned Reasons

Bonus Hours

Certification/Background Check Hints

Certifications

Comment Types

Contact Flags

Custom Sports

Groups

Group Types

Holidays

Inactive Reasons

Interview Types

Job Associations

Job Preferences

Jobs and Job Groups

Locations

Mandate Types

Membership Types

Name Prefixes

Name Setup Options

Object Renaming

People Types

Placeholder People

Project Groups

Special Requests/Needs

Supervisors Setup

Training

Skills

Volunteer Sources

Volunteer Types

Walkup Checkin Jobs