Creating and Editing Custom Fields





In a nutshell:

From the dashboard, choose the Configuration/Settings icon. You must be a "master" user under the account to modify this information.

Click on the Define Custom Fields hyperlink, or the Custom Fields menu option.

There are three data fields for grave location that can be renamed:
* Section
* Lot
* Grave

These represent your grave identifiers. You can use all three, or a subset, but you cannot have more than three. If you need more than three, we suggest you combine two or more to make one.

There are five data fields that you can rename and use for any purpose you like, but they must remain text data fields.
* Vault
* Birth Place
* Late Residence
* Social State
* Nearest Relative

You can either leave these as-is, or rename to something more valuable to your organization.

If you want all new data fields, you have that option at the bottom of this page by clicking on the Add New Field hyperlink. You can create as many data fields as you like, and they can be one of four different data types:
* Integer (a whole number)
* Amount (money/currency)
* Text (any string of text data up to 255 characters in length)
* Date (must be whole month/day/year)

Custom data fields are displayed after standard data fields in the cemetery record view page. You cannot change the way this is displayed. However, you can make custom data fields hidden from "guest" visitors by toggling the "hidden" hyperlink next to the custom field name.