Capture specific personal and professional details using Custom Fields directly in People profiles.
Overview
Standardizing data collection for individuals is simplified through Custom Fields. Whether tracking diversity status, marital status, or specific internal identifiers, these fields allow for a tailored approach to managing People records across the Database. You can use these fields for internal tracking and ESG reporting, and eventually include them in generated documents.
Availability: Customers with the Starter, Growth, or Scale Configurability add-on.
- Starter Configurability: Up to 5 custom fields (*Starter Configurability is included in the Enterprise plan)
- Growth Configurability: Up to 20 custom fields
- Scale Configurability: Unlimited custom fields
Refer to Self Manage Custom Fields to learn how Administrators can create and manage available custom fields for their team.
Input Custom Data for People
Follow these steps to update specialized information for an individual:
Navigate to the People section in the main navigation menu
Select the specific Person record to be updated
Click the General tab within the People profile
Scroll to the Custom Fields section
Fill in the relevant values for the personalized Custom Fields created by the Administrator
Use the various field types such as Text Field, Date, Number, Checkbox, Picklist, and Multipick as required
Add New Values to People Dropdowns
Update the available options for People-specific Picklists or Multipick fields to reflect new data requirements:
Identify the Picklist or Multipick field within the People record
Click the Manage button located on the right side of the field
Select + Add New from the management window
Enter the desired value into the field
Click Save to make the new value available for selection across all People records
Additional Important Notes / Tips
The Custom Fields feature applies to both Entities and People records
Ensure all information is accurate before navigating away from the page, as the system typically saves these updates in real time
Video Instructions
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