Set custom fields

Custom fields are a way to add more information on your volunteers that we may not have thought about. Or adding information front and centre that is important to your organisation or program. Setting a custom field refers to the action of 'setting the information' for the volunteer. Creating or editing a custom field refers to managing what custom field options are available.

Note: Only Essentials and Premium plans have access to custom fields

Where to find and set custom fields

Custom fields are used to store information about the volunteer so you will find this on their record. There are two levels of custom fields, one that is organisation-wide (all volunteers in the organisation will display them) and the other is specific to a program (only volunteers within the program will display these custom fields).

Organisation-wide custom fields

Navigate to My Volunteers
Select a volunteer and look below their status. If there are additional boxes before the Programs heading, these are the custom fields unique to your organisation
Select the box that will bring up the Set custom field modal, and input the information required
Select the Save button at the bottom of the modal to finalise

Set organisation-wide custom field from a program

You can set an organisation-wide custom field from a program.

Navigate to a program
Select a volunteer and look below their Organisational status and checklist on the right-hand side of the Overview tab. If there are additional headings, these are the custom fields unique to your organisation
Select the custom field which will bring up the Set custom field modal, and input the information required
Select the Save button at the bottom of the modal to finalise

Program-specific custom fields

Setting a program custom field can only be done from that program.

Navigate to the program
Select a volunteer and look below their Program tenure and Availability on the Overview tab. If there are additional boxes before the Timeline, these are the custom fields unique to this program
Select the box that will bring up the Set custom field modal, and input the information required
Select the Save button at the bottom of the modal to finalise