Capture specialized personal details and professional data by utilizing Custom Fields directly within 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. These fields can be utilized for internal tracking, ESG reporting, and can eventually be brought into generated documents.
Availability: All customers with the Custom Fields add-on
Inputting 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 provided by the Office administrator
Utilize the various field types such as Text Field, Date, Number, Checkbox, Picklist, and Multipick as required
Adding 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
Custom Fields available in People profiles may include items such as wiring details, diversity background, spouse names, expertise, or original place of birth
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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