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Default Data Fields
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Overview
New infoodle sites, and infoodle Trial sites will all have a set of Fields included by Default.
Some of these are System Fields, such as Names, Contact information and Addresses.
Others are People Custom fields, which can be edited or deleted as required.
As infoodle is a customisable dsoftware solution, users are also able to create and manage their own set of Custom fields, in order capture the data they need in various formats.
See About Custom Fields for more information on Customising your infoodle Database fields.
infoodle System Fields
We have a set of Standard People fields set up for all newly created sites.
These are the same fields as in the trial site (if you have one).
Contact details as included as standard, and some custom fields which are configurable.
List of our default Custom Fields
We have a set of Standard People fields set up for all newly created sites.
These can be found under Administration | Custom Fields | People | Manage Fields
Fields with a icon are infoodle fields that cannot be deleted, but can be hidden.
Field name | Type | Default tab | Description |
---|---|---|---|
Allergies | Text | General Info | Record a Person's Allergies |
Archived | Yes/No | General Info | Mark a contact as Not Active/Archived |
Attendance | Lookup | Involvement | Specify Attendance info from a predefined list |
Attender Status | Date | Dates | Set Date of Attendance |
Date of Birth | Date | Dates | Record a Person's Date of Birth |
Date of Death | Date | Dates | Record a Person's Date of Death |
First Contact | Date | Dates | Record a date of first contact |
Guardian | Yes/No | Profile Main Page | Indicate if the person is a Parent/Guardian of a Household |
Marital Status | Lookup | General Info | Select an Option for Marital Status from a predefined list |
Member Status | Lookup | Involvement | Specify Membership Status from a predefined list |
Membership Date | Date | Involvement | Set a Custom Date for Membership (e.g. Member Since |
Membership End Date | Date | Involvement | Set an End Date for Membership |
Membership End Reason | Text | Involvement | Record a Reason for the end of Membership |
Membership ID | Text | Involvement | Set a Membership ID Number |
Membership Origin | Lookup | Involvement | Specify the Origin of a membership from a predefined list |
Membership Start Date | Date | Involvement | Set a Start Date for Membership |
Nick name | Text | Profile Main Page | Record a Persons's Nickname or Preferred name |
Occupation | Lookup | General Info | Specify a Person's Occupation from a predefined list |
Relation to House | Lookup | Profile Main Page | Specify a Person's relationship witin a Household from a predefined list |
Salutation | Text | Profile Main Page | Record a Person's Preferred Salutation |
School | Text | General Info | Record a Person's School Name |
School Year | Lookup | General Info | Specify a Person's School Year from a predefined list |
Transferred To | Text | Involvement | Record where a Person as been transferred to |
Wedding Date | Date | Dates | Record a Person's Wedding Date |
All of the above fields can be Edited, to change the name, Default Tab and some other settings depending on the Type of Field.
Those not marked as infoodle Fields can be deleted if not required.
Including your own Custom Fields and Groups
Custom Fields
If you have fields of information that you wish to import which do not have an existing field in the database, then these fields should be created first before submitting the Data Files.
Creation of custom fields can be done via Administration > Custom Fields
The Column headers in the Data File should Match the Name of the Custom Field that they relate to.
See About Custom Fields for more information
Groups
If you wish to add People to Groups via import, then the Groups can be created before import the Data Files, or created during the import process.
An Example is adding a "Newsletter" Group which will be used to send our emailed or posted newsletters.
Creation of Groups and Subgroups is done via the Groups section of infoodle.
See About Groups for more information on Groups
See Group Or List Data for information on Importing Group data