Custom Fields

Custom fields let you track additional data specific to your organization across a wide range of record types.

Supported Record Types

Custom fields can be added to the following record types, organized by category:

• CRM: Contact, Household, Organization
• Planning: Card
• Revenue: Revenue, Expected Revenue
• Resource: Donation, Pledge, Recurring Profile, Installment, Ticket, Ticket Order, Registration, Auction Item, Personal Page, Team Page, Organization Page, Dynamic Page

TIP

Organization vs. Organization Page — these are two different things.

• Organization is a CRM record (a company or foundation in your contact database).
• Organization Page is a fundraising page on a campaign owned by a partner organization, which can contain its own Personal Pages and Team Pages.

Pick the one that matches the kind of record you want the custom field to live on.

Where to Find Custom Fields

Custom fields for your core record types can be configured in several places:

• CRM Settings — Contact, Household, and Organization custom fields
• Revenue Settings — Revenue and Expected Revenue custom fields
• Settings > Custom Fields — A unified page to manage custom fields across all record types

Field Types

Type	Description
Text Input	Single-line text field
Text Area	Multi-line text field
Dropdown	Select one option from a list
Multi-Select	Select multiple options from a list
Checkbox	Yes/No toggle
Phone	Phone number input
Email	Email address input
Address	Full address input
Hidden	Field stored on the record but not displayed

Adding a Custom Field

1. Navigate to the custom fields settings page for the record type you want
2. Click Add Field
3. Choose a field type
4. Enter a Label for the field
5. Configure any additional options (e.g. dropdown choices, required, etc.)
6. Click Save

Form-Level Custom Fields

Custom fields on donation forms, ticketing forms, and registration forms are configured separately within each form's settings. Those fields are specific to the form and are not shared across all records of that type.

• Donation Form Fields
• Ticketing Form Custom Fields
• Registration Form Custom Fields

Site-Level Page Custom Fields

Personal Pages, Team Pages, and Organization Pages have a second, site-scoped layer of custom fields configured per site under Site Settings. Site-level fields are what fundraisers actually fill out when they set up their page, and they're scoped to the site they were defined on.

• Personal Pages — site settings
• Team Pages — site settings
• Organization Pages — site settings

TIP

The org-level Custom Fields list above is what shows up in the Custom Fields card on a page's overview screen, in exports, and in segment / report builders. The site-level fields are what fundraisers fill out on the page setup form.

Most orgs want a matching org-level field for every site-level field, so the data they capture also surfaces in admin views and exports.

"Hidden" custom field values on a page

If a page's Custom Fields card shows a (N fields hidden) link at the bottom, those are values saved on the page using a label that doesn't match any current org-level custom field. This usually means one of:

• The site has its own site-level custom field with a label that was never replicated as an org-level field.
• An org-level field was renamed or deleted, and old saved values still carry the old label.

Click the link to expand a read-only list of the hidden values. To make them appear in the main Custom Fields list (and in exports / segments / reports), create an org-level custom field with the exact same label. Once the labels match, the value moves into the main list automatically — you don't need to re-enter it.