Account: Main Organiser account only

Plan subscribed: Scale Up and Grown Up plans only

Before you begin: 

Custom Fields enables you to easily set up fields to capture any activity you need to keep track of beyond person information and time tracking, such as medical conditions, member type and portfolio links. You can then sort, and analyse contacts by these fields that were previously unavailable on Workspace.

Things to take note:

• Only Main Organisers are able to create Custom Fields
• Both Main and Sub-Organisers are able to see the Custom Fields created and can use them in their accounts
• There are 5 Field Types that you can create Custom Fields for: 

Type	Used for	Example
Textbox	Single line text fields, typically for information that is only a word or two
Large Textbox	Multi-line text fields, typically for consolidating notes you have logged about a contact over time
Dropdown	Displaying a list of options where volunteers are required to choose one option out of the list
Multi Select	Displaying a list of options where volunteers are required to choose one option out of the list
Checkbox	Check for information that your contact must acknowledge or agree to

Instructions:

1. Add a custom field

• On your bantu Workspace Dashboard, go to 'Manage My Organisation' tab
• Click on the 'Custom Fields' sub-tab and click 'Add Field'
  
  

2. Enter the Field Name and select a Field Type

Note: For 'Checkbox' field types, you can use it to collect agreement to the terms and conditions for your event — For example, 'I consent that organisers can contact me via mobile number' or 'I acknowledge and confirm that I am over 21 and above in order to participate in this event'.

3. Add Options for Dropdown and Multi Select Field Types 

• Dropdown: List down the options that users can have one of 

• Multi Select: List down the options that users can have one or more of 
  
  

Note: If too many choices are included, the form becomes clunky and long.

4. Once done, save your changes 

• Click 'Save Custom Fields' to save the newly created Custom Fields or changes made to the current Custom Fields

5. Edit or remove your Custom Fields

• You can edit the Custom Fields by clicking on the 'Custom Fields' sub-tab and make changes to the fields
• You can delete the Custom Fields by clicking on 'Remove Field'

Note: You need to save your changes to Custom Fields after editing or removing them.

⚠️ Important: Once the Custom Field is removed, there is no way to undo the action — The information will be permanently lost.

What’s Next?

Both the Main Organiser and Sub-Organiser will be able to see the Custom Fields created in their accounts, and can use them.

> Learn how to import custom fields

> Learn how to import contact data

> Learn how to create a new project