How to Add a Text Box Custom Field

1) Click on Settings in the upper right-hand corner of the screen.

2) To the left-hand side, click on Custom Fields under Account Settings.

3) Click on ‘Add Custom Fields’ in the upper right-hand corner of the screen.

4) Enter the corresponding information that you would like for your custom field. Anything with a red asterisk (*) in Eleo is required, while all other fields are optional.

• Page: This is the screen in the database that the custom field will be on.

• Section: This is the designated area of that screen.

• Field Name: The label of your custom field that will display.

• Description: The details about your custom field for internal use.

• Field Type: The options available to select when creating a custom field (Ex. Text Box, Check Box, Dropdown List, etc.).

• Field Size: The number of characters allotted.

• Display Order: The order that your custom fields appear as for that section for that Field Type on that page (Ex. if this is your first text box custom field on the Information tab of the Event Module, you will enter 1. When you create a second custom field for that same page and section, you’ll enter 2. When you create a new custom field for the same page with a different section, OR a separate page and a different section, you would enter 1).

• Active: Represents if the custom field displays on that corresponding area of the database and is usable throughout the software (Ex. Web Forms, Report Writers, etc.).

5) Click on ‘Save’ when you are ready to save your custom field.

• The next page shows an example of what it looks like from the backend (in Settings), and what it looks like from the front end (Ex. in the Contact Information section of the Contact Record). In Edit Mode throughout the database, custom fields will appear in blue font: