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.


     3. Click the Role actions icon.


                      mceclip2.png  A pop-up menu appears.



      4.  Select Edit Role.  

                        mceclip2.png  The Edit Role screen appears.



                 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:




Adding Custom Field Data To A CSV/Excel File

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




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