Custom Fields
Billing
Subscription ManagementCustom Fields
Custom fields let you extend the member and donor profiles with additional data points specific to your church. For example, you might track spiritual gifts, ministry interests, T-shirt sizes, or any other information not covered by the built-in fields.
Getting Here
Navigation: Settings → People → Custom Fields
Overview
The page displays all custom fields in a table, showing each field's name, type, which record type it applies to, and whether it is required. You can create up to 20 custom fields per tenant.
System Fields
In addition to custom fields, the system includes several built-in fields that cannot be removed or renamed:
- Baptism Date (Date) — Applied to members
- Marital Status (Select) — Applied to members
- Tags (Multi-value) — Applied to members
System fields appear in a read-only section at the top of the page for reference.
Creating a Custom Field
- Click the Add Field button (or the + icon)
- Enter the field name (e.g., “Spiritual Gift”)
- The Key is auto-generated from the name as a lowercase, underscore-separated identifier (e.g.,
spiritual_gift) - Select the field type
- Choose whether it applies to Members, Donors, or Both
- Toggle Required if the field must be filled in on every profile
- For Select and Multi-select types, enter the options (comma-separated)
- Click Save
Field Configuration
| Field | Type | Description |
|---|---|---|
| Name* | Text | The display label for this field as it appears on member/donor profiles (e.g., "Spiritual Gift", "T-Shirt Size"). |
| Key* | Text (auto) | Auto-generated unique identifier derived from the name. Lowercase with underscores. Used internally by the API. |
| Type* | Select | The data type for this field. Options: Text, Number, Date, Yes/No (boolean), Dropdown (single select), or Multi-select. |
| Applies To* | Select | Which record type this field appears on: Member profiles only, Donor profiles only, or Both. |
| Required | Toggle | When enabled, this field must be filled in on every profile it applies to. New profiles cannot be saved without it. |
| Options | Text | Comma-separated list of options for Dropdown and Multi-select field types (e.g., "Teaching, Hospitality, Worship, Administration"). Only applicable to Select and Multi-select types. |
Field Types
- Text — Free-form text input. Use for names, notes, or any string value.
- Number — Numeric input. Use for quantities, years, or numeric identifiers.
- Date — Date picker. Use for dates like baptism anniversary or join date.
- Yes/No — Boolean toggle. Use for binary flags like “Has parking pass” or “Receives newsletter”.
- Dropdown — Single selection from predefined options. Use for categories like spiritual gifts or ministries.
- Multi-select — Multiple selections from predefined options. Use when a person can have several values (e.g., multiple ministry interests).
Editing a Custom Field
Click the pencil icon on any custom field row to edit it. You can change the name, type, applies-to setting, required flag, and options. The key cannot be changed after creation to maintain data integrity.
Deleting a Custom Field
Click the trash icon to delete a custom field. This permanently removes the field definition and all stored values across every member/donor profile.