01-10 Custom field data tables
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Oh! Hello there, I was just wrestling with my 15th spreadsheet of the day. You know that feeling when your data is spread across so many places? You need a treasure map to find it. Well, today we're going to talk about something much better.
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Welcome to SwiftFox Academy. Let me introduce you to Data Tables, the feature that will save you from spreadsheet chaos by letting you store structured data right inside a contact's profile.
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Think of it as your own personal spreadsheet superhero living inside each contact. And the best part? Everything is searchable in the list builder. No more. Which file was that again? Moments.
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Let me show you how this works with a real example. I'm managing member voting preferences for our upcoming board election, and I need to track each member's voting history, preferences, and engagement in the process.
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From your member's profile, select Manage in the Custom Fields area, select Add New Section and name it Voting History. Change the section type to Data table. This tells us where we want a table, not just regular custom fields.
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Select, create and watch your new data table section appear like magic. Each column is added as a custom field. Think of it as building your perfect voting tracking system.
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Expand the section and add field. Then choose what you need. Add fields one by one to create the columns of your table and date field for when they need to cast their vote. A text field for any feedback or comments. A multi-choice field for their candidate preferences. A status field track if they voted yet.
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Time to record your members voting information. Select add row. Now you can record the voting date. Note that preferred candidates and update their voting status. Select save and your row appears in the table.
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Keep adding rows for each election. It's all connected to this one member's profile.
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And here's where it gets really good. Need to find all members who haven't voted yet. Well data tables has your back!
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Head to the list builder, start a new role and your data table section will be right there. Filter by any column. Dates, preferences. Voting status. You name it.
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And that's it! You've just created your first data table and said goodbye to scattered spreadsheets. Your member voting records are now organised, searchable, and always where you need them.
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And remember, while we've shown you how to use data tables for tracking voting preferences, this feature is incredibly versatile. Whether you're managing project milestones, tracking client interactions, or organising event attendance, data, tables can be customised to fit your specific needs. The structure is flexible, so you decide what data matters most to you and how to organize it. Now, if you'll excuse me, I have some spreadsheets to delete.
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