Updating Custom Field Data in Volunteer Profiles

Update Multiple Profiles at Once

  1. Go to: People >> Custom Fields and Qualifications >> Bulk Update User Custom Fields
  2. Search for the desired profiles to change (See: Search)
  3. Select the Custom Field Category from the drop-down list
  4. Select the Custom Field from the drop-down list
  5. Select the new value to be applied to the selected profiles:
    • Set the value for every selected person, or
    • Remove the existing value for every selected person
  6. Click the [Update] button. In the “Confirm” dialog, you must check the box in order to confirm the changes to be made.

[alert heading=”Long Text Custom Fields:” type=”alert-info” block=”false” close=”false”]The “Bulk Update User Custom Fields” feature will replace any existing values in a field with the new value specified. If, however, you are using this feature to update the value of a “long text” Custom Field, the value you enter will be appended to the existing text in that field.[/alert]

Update One Profile

  1. Type the volunteer’s name in the Quick Search bar in near the top of the screen on the right hand side.
  2. Click on the volunteer’s name from the list that appears
  3. While in the “Main” tab, click on the “Custom Field” sub-tab (in the second row of tabs)
  4. Optionally, filter by the desired module(s) to display the custom fields associated with your selection
  5. Update the fields as required and click the [Save] button

Other Tutorials Related to Custom Field Entries

Approve / Reject Entries by Volunteers

Looking for something else?

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