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You can enter custom information and notes for individuals. However, you must first define the custom fields that you want to track for each individual type in Options > Custom. For more information, see Manage Custom Fields.

After you define custom fields, you can view, enter, and edit information on the Custom tab in the individual’s record.

 To view or enter custom information
  1. On the Home screen, click Students, Prospective, Alumni, Parents, Staff, or Teachers.
  2. Double-click a name.
  3. Click the Custom tab.
  4. Click in a field to enter or edit the custom information.
  5. To delete custom data, click in the field and press the Delete key on your keyboard.
  6. Click OK.

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