B1 Church #729
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Can I add options in the personal detail section? For instance, I would like to know the first attendance date for every attendant, and who invited you? or how did they know about us? Also, could you include these new boxes in the CSV file for export and then import with this information filled out? |
Replies: 2 comments 1 reply
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In the search people section, when I select the name of the contact, it shows me household information. Can it show all the information details of this person to see all the information related to him? This is instead of selecting the pencil option. |
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Hi @fcastro09-code . You're able to add custom fields to people by using the Forms section under Settings. You would create a "On-Ramp" form for example and associate it to a person. Within it you can add the questions for First Attendance Date, Who Invited, How Did You Hear, etc. Those fields will then be available to enter for each person. The advanced people search was recently updated to allow you to search of these fields and there is an icon in the header of the people search results to allow you to add these custom fields to the results. |
Hi @fcastro09-code . You're able to add custom fields to people by using the Forms section under Settings. You would create a "On-Ramp" form for example and associate it to a person. Within it you can add the questions for First Attendance Date, Who Invited, How Did You Hear, etc. Those fields will then be available to enter for each person.
The advanced people search was recently updated to allow you to search of these fields and there is an icon in the header of the people search results to allow you to add these custom fields to the results.