Implementing Custom Fields

EverTrue allows your institution to implement custom fields at the constituent level to ensure that any additional data points your team needs in the product(s) are available to them. 

Creating Custom Fields

To implement custom fields, contact our EverTrue Support Team (genius@evertrue.com) to specify which new custom fields you want added to your account. Please include the following in your email:

• Custom Field Name - The name you want the users to see in the product, not necessarily the name of the field in your file.  
• Data Type - What type of data will this field contain? The following options are available: string, date, currency, boolean, or number.
• Custom Field Permissions - What product(s) are these fields intended for? I.e. is this for EverTrue, Volunteers?

We recommend labeling the header columns for custom fields as CustomXYZ, e.g. CustomAthletics, CustomClassAgent, CustomEvents. Custom fields should retain the same header name for each import. 

If you have custom fields with more than one attribute, they can be implemented in the following ways:

• Place all attributes in a single custom field column and separate each attribute with a semicolon, e.g. Soccer;Hockey;Baseball.
• Map several custom field columns in your file to a single EverTrue custom field. This will eliminate the need to place multiple attributes into a single field. Each column will have a single value, so there is no need to use semicolons to separate the data. 

You may include as many custom fields as you wish. However, we recommend you start by thinking about what fields will resonate with your users the most. Try starting with no more than 10, then go from there. If you'd like to add more in the future to continue enhancing your platform(s), you can reach back out to genius@evertrue.com to create additional custom fields! Once created and enabled, our Support Team will reach out and notify you that you're good to proceed with mapping and configuring the new fields for import.

Mapping Custom Fields

When your new custom fields have been created, you will be able to map to them during an import in Console's Custom tab in the left-side menu. All custom fields have the ability to be list properties, i.e. can be delimited list values using semicolons. If a single column separated by semicolons is used for a custom field with more than one attribute, make sure to select that field as delimited using the checkbox provided during mapping! You can also map those list custom fields appropriately by multi-selecting your columns. For more information on list properties, check out our Data Format Guides.

Configuring Custom Fields

In Console, you'll also have the ability to customize your custom fields via the Configure Custom Fields tab in the left-side menu. In this tab you will see all custom fields available for your institution, where they have been enabled per product (EverTrue and/or Volunteer), and their label name.

For each platform your institution uses, you'll see a separate tab to toggle between the products. Make sure to toggle over the product that you wish to work on. Once on the correct product, you can and enable or disable the custom fields. It is important to note that enabling a custom field is a 2-step process that requires you to contact genius@evertrue.com after enabling to make sure the backend visibility preferences are also set for the users of that product. Disabling a custom field does not require this extra step.

You have the power to change the label for any custom field. Note, the field name is only for back-end use, while the label is the name that will appear in the platform(s). Custom fields will appear in alpha-numeric order according to the labels names. Custom field label names must be consistent across all products, and will be reflected as such. 

Don’t forget to save all your changes before checking out the results (if the data has already been imported).

---

Locating Custom Fields in EverTrue

All custom fields show up within constituent profiles in EverTrue and can also be found as filter options. To view custom fields on a profile, navigate to the Constituent Info tab and click on the View All button found in the Donor Info section. Scroll to the bottom of the modal window to view your custom fields.

---

For any other questions reach out to EverTrue Support at genius@evertrue.com.