The Goal: Add or edit the custom fields that appear on a Fundraiser’s application form so you collect exactly the information you need from donors.
Before You Begin:
- The Custom Fields you want to use must be created before they can be selected on a Fundraiser.
- You have an existing Fundraiser open under Revenue, Fundraising section.
Step-by-Step Instructions
- In the Fundraiser, select the Setup tab.
- In the Custom Field section, select the plus icon.
- Select the custom field you’ve created from the dropdown menu and select Done.
Common Pitfalls
- Field not in the dropdown: A custom field will only appear in the Custom Field section dropdown if it was created first. If you don’t see the field you expect, create it before returning to the Fundraiser.