This document refers to one or more of the options accessible in the Relationship Manager tool, by clicking your "Configure" menu item in your top menu when you are logged on as administrator, then clicking the "Custom Fields" header item to expand the options.
STEP
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Enter The Name Of the Field |
The name of the field is a short identifier of the information being collected and stored. For example, if you are asking for a users age range, simply use "Age Range." It is best practice to use uppercase for the main words to be consistent with the other field names.
STEP
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Choose Field Type |
What kind of data are you asking for and/or storing in your database? HTML forms have several different ways to collect data:
Once you choose the field type, the other fields will change to reflect your choice, and ask for specific information.
For example, if you are asking for the user's favorite color, you might enter
Blue|Green|Yellow|Red|Heliotrope
STEP
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Enter an Optional Description |
This will serve as instructions for the user when entering the data. Many time, fields require a little explantion or instruction. This is where you enter those instructions.
Repeat this process for each field you want to add. When done, click the "Configure" button at the bottom of the page.
By default, the custom fields that you create are you visable to you, the administrator. If you want these to show up on the registration form, you select those fields in the "Configure" > "Open Registration" section. Note that the fields will only show up there after you save them and return to the Configure section. You can also choose which fields are required, that is, the registration will not be allowed unless a value is entered.