Custom fields and tags

Both are under Settings, for owners and admins.

A custom field is something your local keeps about members or employers that Candoa didn't predict: a training date, a district code, a COPE level. It shows on the record, as a column on the list, in the filters, in the import's column matching under Your fields, and in the CSV export.

A tag is a word your local sticks on members or employers to find them again: volunteer, COPE, new hire orientation, hard to reach.

Add a custom field

1. Open Settings › Fields and choose Members or Employers at the top.
2. Press Add field.
3. Enter the Label and pick the Type: Text; Number; Date; Yes/No; One choice from a list; Several choices from a list.
4. For a list type, enter the Options, one per line, in the order they should appear.
5. Tick Required if new records must have it.
6. Press Add field.

Each kind can have up to 30 fields; retire one to add another.

Change or retire a field

On the field's row use Move up, Move down, Edit field, or Retire field. Renaming an option renames it on every record that has it; removing an option leaves records as they are.

Add a tag

1. Open Settings › Tags.
2. Type the Tag name, pick a Color, and press Add.

Tags are applied on a record by anyone who can edit it. Owners and admins can also create a tag straight from a record. An import that names a tag that doesn't exist stops that row, so add tags here first.

Rename, merge, or retire a tag

On the tag's row: Rename or recolor changes it everywhere; Merge into another tag moves every use onto the tag you pick and removes this one; Retire keeps it on its records but takes it out of the picker.