How to Add a Custom Column

Custom columns are a great way to personalize your experience on our platform. They allow you to add additional information to your pages and organize your data in a way that works best for you. In this article, we will walk you through the steps of adding a custom column to your student page.

Key Steps

Navigate to the student page (as an example).
Go to "Manage Columns".
Add a new column by selecting from existing columns or creating a new one.
Choose a name for the column and select the data format (date, number, text, select, checkbox, multi-select, single text).
Add options if the column format requires it.
Save the custom column.

Availability of Custom Columns

Custom columns are a powerful tool that allows you to keep track of specific data for different areas of your organization. This feature is available on various pages within your system, making it easy to manage and access the information you need.

Student List Page

The Student List Page is where you can view and manage all of your students. This page is a great place to keep track of student-specific custom data, such as eligibility for different services.

Parent List Page

The Parent List Page is where you can view and manage all of your parents. This page is a great place to keep track of parent-specific custom data, such as extra phone numbers or additional email addresses.

Family List Page

The Family List Page is where you can view and manage all of your families. This page is a great place to keep custom data that relates to the family as a whole than specific to any individual parent. This could include information such as payment brackets.

Staff List Page

The Staff List Page is where you can view and manage all of your staff members. This page is a great place to keep custom information that relates to specific staff members.

Campaign List Page

The Campaign List Page is where you can view and manage all of your fundraising campaigns. This page is a great place to keep custom information that relates to a campaign in general.

Contract List Page

The Contract List Page is where you can view and manage all of your financial contracts for families. This page is a great place to keep custom information that relates to the financial contract of a specific year for a family.

Collection Page

The Collection Page is where you can view and manage all of your collections. This page is a great place to keep specific information that relates to collections, such as opt-out preferences or collection ratings.

With the availability of custom columns on these various pages, you can easily keep track of important data by filtering, sorting and downloading relevant information and customize your system to fit the needs of your organization. Take advantage of this feature to streamline your processes and improve efficiency.

Cautionary Notes

Avoid overcrowding the system with unnecessary columns.
Ensure that the column name and data format are accurately chosen to match the information being tracked.