Create a Characteristic Field¶
Characteristic fields can be used to track useful information about volunteers and/or Assignments. If you are not already on the Field Properties setup page for a characteristic field, you can get there like this:
- Choose Setup from the menu.
- Expand Field Options.
- Click Profile Tab (for Volunteers).
Note: This is where you will click to create or edit a characteristic field, regardless of whether the field is for use on the Profile tab of the volunteer records, the Profile tab of the Assignment records, or both.
- Scroll down to the Characteristic fields section, and either click on the name of the field you want to edit or click on the Add a new Characteristic link to create a new characteristic field.
Use the following sections of the Field Properties setup page to customize the characteristic field:
Enter the name of the characteristic you will track in this text field.
You can choose¶
As Many as You Want¶
Choosing this option sets up the characteristic field items (which you will add below) as checkbox fields. In this case, you can select as many of the items as applicable, and the box will look like this:
Choosing this option will create the characteristic field items as radio buttons. You will only be able to select one option, and the characteristic field box will look like this:
Changing these options for an existing field may wipe out all data currently in volunteer records for the characteristic field. For example, if the option for a field is set to As many as you want and there are volunteer records in your account with multiple items marked, if you change the option to Just one for the field it will erase all items currently checked for the field in the volunteer records.
Use This For...¶
Select this option to insert a box for this characteristic on both the volunteer record Profile tab and the Assignment record Profile tab. When this option is selected, you will be able to create a Set based on the characteristic field to find volunteers with a certain item marked.
Select this option to insert a box for this characteristic on the Profile tab for volunteers but not for Assignments. When this option is selected, you will be able to create a Set based on the characteristic field to find volunteers with a certain item marked.
Select this option to insert a box for this characteristic on the Profile tab for Assignments but not for volunteers.
Use the Add a new item field to enter and save the first option for this characteristic. If, for example, your characteristic is called Skills you might create an item called Accounting. Once the first item has been saved, add additional items in the same way until all necessary options are entered.
You can also update, merge, or delete any existing items.
System operator rights¶
Use this section to determine whether this characteristic field should be "View and Change," "View only" or "Hidden" to system operators, based on their user level (Volgistics Administrator, Power user or Basic user).
Click Save to save your changes and add the characteristic field to your database, Delete to delete the field, or Cancel to close the page without saving your changes.