Your organization is unique and so are your contacts! That's why you can choose your own Custom Fields for a Contact Profile. This allows you to collect and manage any information for contacts that we haven't included in our default fields.
Use the Custom Fields tool to create and manage as many custom fields as you need! To manage custom fields, navigate to Organization Settings > Custom Fields Tab
Create a Contact Section
When you create a new Custom Field, you'll need to specify a section name for the field(s) you'd like to add to the contact profile. By default, Keela has the following sections on a Contact Profile - General Updates, Personal Info, Admin, Contact Info, Websites, Associations.
(1) Select Create Contact Section
Add a Contact Section Name - This will appear as the header to all the new fields in that section.
Add a Custom Field
Once a Contact Section has been created, you'll be able to start adding custom fields to that section. In the section, click Add Custom Field to get started.
An information box will appear so you can enter the Custom Field Name and Type.
Custom Field Types
- Single-line Text - Recommended for a single-line text field. For example, if you had a custom field for 'favorite color', this would be an appropriate field. Answer example: 'blue'
- Multi-line Text - Recommended for multi-line text inputs. For example, if you had a custom field for 'how we know them', this would be an appropriate field. Answer example: 'we met John when we went to a gala dinner with his sister Connie'
- Number - Used to record numerical information. E.g. Number of dogs fostered; the number of people in an organization
- Simple Date - Ability to choose MM/DD/YYYY from a dropdown
- Date & Time - Ability to choose Date and Time from a calendar dropdown (MM/DD/YYYY 08:30:AM)
- Image - Ability to upload an image to the field. E.g. photo contest submission
- Files - Ability to upload a file to the field. E.g. Volunteer waiver
- Yes/No - Recommended for questions that can only have a yes or no response. For example: 'donor wishes to remain anonymous' Answer example: ⦿ Yes ⦾ No
- Multiple Choice (Single Select) - Recommended when you want multiple-choice options, where only one option can be selected. For example, if you had a custom field for 'preferred contact method', this would be an appropriate field. Answer example: '⦿ snail mail ⦾ email ⦾ phone'
- Multiple Choice (Multi-Select) - Recommended when you want multiple-choice options, where multiple options can be selected at a time. For example, if you had a custom field for 'volunteer interests', this would be an appropriate field. Answer example: '⦿ delivering meals ⦿ grant writing ⦾ kitchen staff'
Editing a Contact Section
To Edit a Contact Section, click Actions to the right of the section header. You can Rename, adjust the placement and Delete a Contact Section.
Important - If you delete a Contact Section all data associated with that section on the contact profile will be permanently removed from the Keela system.
Managing a Custom Field
To edit a Custom Field, select the corresponding action to the direct right of the custom field.
|Re-Order (by clicking and dragging the field to another position within the section)|
Editing a Custom Field
Note that after a custom field is created, you will only be able to edit the name of the custom field, you will not be able to change the answer-type.
If you want to change the answer-type, it would require creating new custom fields and importing information into the new fields. See the steps below:
2) Create new Custom Fields for each existing Custom Field in Keela that you want to change the answer type for.
3) Re-import your Custom FIeld data into the new custom fields you created.
4) Delete the old custom fields once you successfully updated the new custom fields you created.
Deleting a Custom Field
If you delete a custom field all data associated with the field on the contact profile will be permanently removed from the Keela system.
If you'd like to continue your Custom-FIeld-learning-journey, we've got a lot more resources to help you get a really strong understanding of how to use these in the system:
- Tags, Custom Fields, Segments and Filters - Bringing It All Together training video
- What's the Difference Between Tags and Custom Fields? article