Object fields

The fields of an object are located in the profile in the tab ‘Information’. Several system fields are already added by default. As administrator, you can edit and create fields.

To edit and create fields, first go to ‘Settings’ –> ‘Fields and categories’ in the Organization tree. Select the object of which you want to change the fields (e.g. person, company, member) and then select the category to which the field belongs.

Create a field

  1. Click on ‘Field’.
  2. Indicate the type of field (find the list of field types here).
  3. Enter the name of the field.
  4. For the field types Select and Checklist, you need to enter additional information. Separate the options with a comma.

Move a field to another category

Behind the name of the field, select the category to which you want to move the field. The field will be moved to this category.

Edit a field

To edit an existing field, click on  behind the name of the field. Then you can edit the name of the field and if the field is of the type Select or Checklist, you can also edit the options. Click on ‘Save’ to confirm.

NB! Do you want to change a selection field or a checklist? We do not recommend changing existing values! When changed or deleted, existing values will disappear from the profiles where they were filled in. Only change these field types if you want to add new values. Add the new values at the bottom of the list.

Delete a field

  1. On the right side of the field, click on .
  2. Click ‘Delete’ to confirm or ‘Back’ to cancel.

Sort fields

On the right side of a field, click on the move button () in the direction you want to move the field. The field will move to the new location within a few seconds.