Add Custom Field Categories

Categories: How To | Member Management
How To: Add Custom Field Categories

1. Navigate to Member Management >> Custom Fields

2. You’ll now be at the Custom Fields area, scroll down and click the Green Plus Icon to add a Category

3. You’ll see a screen as below, enter a Category Name & Select if this is for Individual or an Organization

4. Click Add Record, we’ll be using these Categories to organize data in the Individual / Org records.


Video Tutorial