You can create Custom Fields for most items on the platform—from Employees to Organizations, Equipment Items and More.

Navigate to Settings > Custom Field Sets to create new sets or edit existing sets.

Custom Fields appear on a tab in Jobs, Organizations, Subject Groups, Equipment, and more. Add the Field Set and edit data within the Custom Field tab:

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Example of a Custom Field Set for Employees

• Default Set includes: First Name, Last Name, Abbreviated Name, Primary Email, Secondary Email, Phone Number, Phone Extension, Secondary Phone, Secondary Extension, Password (only if you want to assign a password), Team, Address Line One, Address Line Two, City, State, Zip
• Custom Fields: Preferred Name, Birth Date, Hire Date, End Date, Shirt Size </aside>

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Example of a Custom Field Set for Organizations added to Schools

• Default Set includes: Organization Name, Account Manager, Stage, Address, Contacts
• Custom Fields: Rating, District, Website, Annual Revenue, Contract Expiration Date, Grades, Number of Underclass, Number of Seniors, Number of Staff, Fall Program, Spring Program, 8th Grade Program, Senior Program, Cap & Gown Program, Club or Groups, Sports Program, Graduation Services, Event Coverage, Number of Events, Staff Photo Date, Other Photo Coverage, Total Photo Dates, Rebate Percent, Senior Rebate, Other Rebate or Signing Bonus, Selling Style (Prepay or Proofs After), Price List Name, School Colors, Class Composites, Class Photos, Composite Books, Admin Export, District Export, ID Cards, ID Export, Yearbook Export, Mug Books, Photostrips, Posters, Stickers, Brochures, Principal Albums, School Prints, Staff Product (Packages or Digital Download), Student Packages, Banners, Other Admin Extras </aside>