Adding Data To Custom Fields

 

This help article will walk you through adding data to a custom field that you created.

There are two (2) ways to add data to custom fields:

  • Manually, one entry at a time
  • Importing a CSV or Excel file

 

Manually Adding Data To A Custom Field

  1. Open the org chart that contains the member for which you wish to add data. 
  2. Hover the mouse over the member.

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     3. Click the Role actions icon.

  

                      mceclip2.png  A pop-up menu appears.



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      4.  Select Edit Role.  



                        mceclip2.png  The Edit Role screen appears.

 

         
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                 a. Enter new details or change existing custom field information.

                 b. Click the +Add Custom Fields link to add more custom fields.

                 c. Click the SAVE button.

 

 

Here's a quick video:

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Adding Custom Field Data To A CSV/Excel File

For step-by-step instructions see, Adding Custom Field Data To A CSV/Excel File

 

 

 

Having trouble? Contact us at support@organimi.com or ask us about the concierge service.

 

 

 
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