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Custom Fields

54 views June 4, 2018 May 13, 2019 Jordan Knapp 0

Custom fields in My Fundraising Place allow the dealer to customize fields for any specific needs they may have in their business and processes. There are four fields available each for the contact, group and fundraiser pages.

Setting up the custom fields:

  1. Go to Settings > Dealer > Custom Fields tab
  2. Enter in the appropriate custom field labels
  3. Click on Save & Close

Location of the custom fields:

For this example, I entered the Custom Field number in each label name to show you where they are located for the contact, group and fundraiser.

Contact – More Info Tab:

Group – More Info Tab:

 

Fundraiser (Custom Fields 1 & 2) – More Info Tab:

 

Fundraiser (Custom Fields 3 & 4) – Info Tab:

 

 

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