User-Defined Fields
In addition to the existing fields on the People Screen, you can also create and edit individual and family User-Defined Fields for your church database. You can create an unlimited number of these custom fields.
A user-defined field is a custom field that you add to your church database. This allows you to store information on your church members that you need.
Creating User-Defined Fields
Below are steps to create custom fields that appear in your church member profiles:
Step 1. Go to the User Defined Fields Tab
To create a new User-Defined Field, select the "Setup" tab on the toolbar at the top of the screen. Then choose "User Defined Fields".
Step 2. Individual vs Family Field
Select which type of field you want to create: individual (information only applies to the individual person) or family (information applies to the entire family).
Step 3. Field Type
Select your Field Type.
- The Yes/No Option automatically sets "yes" or "no" as the options to choose from the selection box.
- The Small Text Box gives you a one-line field to enter text (up to 100 characters).
- The Large Text Box gives you a large box to enter text (up to 500 characters).
- The Selection List allows you to create a list of responses, which the user can select from the selection box.
*You will not be able to add your list selections until you have first created the field. Once the field has been created you can add your list selections by clicking the field type.
- The PDF File option allows you to import a single PDF file such as youth permissions slips, security background checks, etc. to keep on record.
- The Date Picker option allows you to select a specific date from a pop up calendar.
- The Date (w/ year optional) allows you to just select the month and day. Perfect for anniversaries!
- The Checklist option allows for multiple selections to be recorded for this field.
- The Hyperlink option allows you to add a link to another website or to a file stored in the cloud.
FAQs
Your ChurchTrac account comes with a few user-defined fields. We added these to show an example of what you can create for your church.
You can remove them by going to the User-Defined screen in the People feature. Click each field you want to remove, then click the delete button in the bottom-right corner of the flyout menu (it looks like a trashcan).
As many as you need! You can create custom fields that appear in either the individual section of a person's profile, or in the family section.