How to Add a Custom Field

infoodle allows you to add as many custom fields as you like, change the titles of the fields, and choose the type of information to capture.

Before you start

1. What information you need to capture
2. Whether it relates to a person, a household/organisation, or a group
3. Whether you need a Lookup or Multi‑select Lookup field
   • If so, create the Lookup List first

How to add a Custom Field

The instructions below are the same for Person, Household, and Group Custom Fields.

1. Click on the administration cog
2. Then click on Custom Fields
3. Click on Manage Fields under the area you are wanting to add a custom field to
4. Then click Add
5. Go through the options (see below for help on what these fields mean)
6. Finally click Save

Manage Fields: People

Manage Fields: Household

Manage Fields: Groups

What do these custom field options mean?

Name

• The label shown throughout infoodle
• Avoid the following characters - + * / %
• Use spaces or underscores instead

Area

• Set automatically based on the section you selected (People, Household/Organisation, Groups)

Default Tab (People only)

• Choose where the field appears on a person’s profile
• Includes Not visible by default to hide the field initially
  This replaces the outdated label “Tab”

Type of field

• Determines the kind of data captured
• Once data is saved, the field type cannot be changed
• See Custom Field Types for details

Which lookup list to use

(Lookup & Multi‑select Lookup only)

• Select an existing lookup list
• Lookup lists must be created before the field

Store new data encrypted

(Text & Incrementing fields; People & Household only)

• Encrypts stored data
• Encrypted fields support exact‑match search only
• Note: This applies to Text and Incrementing fields (not just Text)

Show as choice on person search options

(People & Household only)

Appears only for these field types:

• Text
• Web address
• Incrementing
• Integer
• Number (2 decimal places)

Not available for Lookup or Yes/No fields.

For more information, see Searching for a Person or Searching for a Household/Organisation

Allow user to update related people

(People only)

Choose how updates propagate:

• No other person
• Also update the spouse
• Also update all members in the household

Ask for this data when adding a new person or household?

(People & Household only)

• Adds the field to the new‑contact form

This field is mandatory

• Requires a value before saving

Make available as a criteria in reports?

(People & Household only)

• Allows filtering by this field in reports

Add Day/Month/Year as criteria fields

(Date fields; People & Household only)

• Creates separate report filters for day, month, and year

Show on the header of the person page?

• Displays the field at the top of the profile
• Use Sort Header Fields to control order

Show on the household list block?

(People only)

• Displays the field in the household members block

Role Permission

Set access per role:

• Hide – field not visible
• Read Only – visible but not editable
• Write – visible and editable