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Introduction to Standard and Custom Fields

This feature enables System Administrators to configure fields for the platform entities allowing them to better categorize these entities for enhanced reporting. The following features are available to System Administrators:

  • Adding custom fields for entities

  • Grouping fields

  • Enabling/disabling fields

  • Configuring values for dropdown fields

  • Editing/deleting fields

The above features will allow you to tailor your experience to better suit your business needs. You can also add custom fields to entities to capture more information for each entity which in turn makes for better reporting. The changes will be applied throughout the application. All changes will be seen on the entity's page (e.g. Partners Module) and in the entity's report (e.g.Partners Report) when exporting the data to Excel.

Note: This feature is available for System Administrators only.

The features above apply to the following platform entities:

  • Partners

  • Contacts

  • Users

  • Business Units

  • Files

  • Question Bank

For more information on configuring and managing custom and standard fields, please see our following help articles.

Additional Information

Configuring and managing fields for Assessments and Issues is a slightly different process than the process for the platform entities listed above. For more information on how to configure and manage the fields for these entities, please see the following help articles:

For information on how to create and manage groups for custom fields, please visit our help center article below: