Step 1: Access Custom Fields
Go to Settings in the left-hand navigation menu.
Under the Fields section, select Custom Fields.
Choose the type of record where you want to add the custom field:
Contact
Account
Booking
Event
Group
Step 2: Create a New Custom Field
Click the New Custom Field button at the top of the page.
A new window will appear where you can define the field’s details.
Step 3: Configure the Field Details
Fill in the required information:
Field Label:
The name that will appear in your system (e.g., “Dietary Preferences”).Object Type:
This defines where the field will appear (Booking, Contact, etc.).Field Type:
Choose from one of the supported types:Text (Single Line)
Text (Multi Line)
Number
Checkbox
Date
Currency
Picklist (dropdown)
HTML
User
Contact
Description (Optional):
Add details or instructions for what the field is used for.Placeholder (Optional):
Text shown inside the field before a user enters data.Merge Field Name:
The internal name used for documents or email templates. It must start with a lowercase letter and contain only letters and numbers.Custom Field Set (Optional):
Group related fields together for better organization.
Step 4: Save the Custom Field
Once you’ve filled in the details, click Create to save your new field.
Your custom field will now appear in the selected record type (e.g., Booking, Contact, etc.).
Step 5: Use the Custom Field
The new field can now be filled in when creating or editing records of that type. It can also be included in reports, documents, proposals, and email templates using its merge field name.
Important Notes
You can edit or delete custom fields at any time from the same Custom Fields settings page.
If you have multiple fields, consider using Custom Field Sets to organize them logically.
Only users with the appropriate permissions can create or edit custom fields.
In summary:
To create a Custom Field in Event Temple, go to Settings → Custom Fields, click New Custom Field, define the field’s details, and click Create. This feature gives you the flexibility to capture and manage custom data for all major record types in your Event Temple account.
