Note: This guide refers to legacy events only.
Learn how to create custom fields in this step-by-step guide. This help guide will cover how to create custom fields in event global settings.
Recommended Reading Before Your Start
Content
Instructions
Creating Custom Fields
1. Navigate to the Settings Icon and select Global Settings.
2. If you want to know what organization your attendees are affiliated with, we can customize a field for this information using global settings. Under the Custom Fields section, select Event.
3. The Event Custom Fields page provides two options to select from. You can create a New Custom Field or Manage Groups. For this example, we will select New Custom Field.
New Custom Fields allows you to add new information that is not collected using the default fields in Neon CRM.
New Custom Group allows you to categorize existing fields to display together on the registration form.
4. Complete the fields on this page. When finished, select Create Custom Field.
|
Field Name |
Description |
|
|
A. |
Internal Field Name |
This is how this field will show internally in your CRM, including in reports and on admin pages. |
|
B. |
Public Field Label |
This will display on your form as the name of the field you are creating. This is a required field. |
|
C. |
Display Type |
This will determine how you will collect the information. You can select One-Line Text, Drop down, Checkbox, Radio, or Multi-line Text. This is a required field. |
|
D. |
How do you want to use this field? |
Select the radio dial to enable this field for the proper audience. |
|
E. |
Field Settings |
Select the checkmarks that apply to this custom field. |
5. This field can now be added to your event registration form.