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Custom fields are where your profile data comes to life. We've streamlined how you set them up instead of adding fields on each profile. You can now create and manage them centrally in settings. It's cleaner, consistent, and far easier to maintain across your people and organisation profiles.

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In this lesson, we'll show you how to create sections for profile, custom fields and settings. Add fields to people and organisation profiles. Put your new fields to work in List Builder. Let's dive in.

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Before we start, you'll need to have permissions to create and manage custom fields. This is typically an admin role, so you may need to speak to your administrator. Decide which profiles this information belongs on. People, organisations, or both. Take the time to plan your sections first.

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Clear sections make life easier as your library grows. Open settings and select custom fields under System Management. Choose the profiles area you want to manage. People or organisations.

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Select add new section. Name this section, keep names clear and functional, such as membership, engagement, finance or compliance. Create, your empty section is ready.

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Here's a tip. Sections. Keep fields tidy on the profile and make settings maintenance easy. If you expect repeating rows, consider a data table section instead.

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Now we won't cover those here, we have a dedicated lesson for that and it's well worth a watch. The host is phenomenal and the content is pretty good too.

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Now let's set up some fields. Choose a field type and name it. Popular options are date, for key dates like join, date or renewal date. File upload for documents. Number for fees, counts or scores. Select or multi-select for statuses and categories. Smart URL for tidy clickable links. Text for notes you want searchable. Configure any type specific options, then select create.

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Similarly to sections, you can also configure permissions for individual fields, giving you complete control over your data and how you can edit it.

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All profile custom fields appear as filters in List Builder, allowing you to build dynamic segments like members with renewals due within 30 days. Organisations tagged as partners with active status. People with certifications at level three in the past year. For more on this, check out our List Builder course.

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That's it for custom fields. You've now got the tools to keep your profiles organised, your data discoverable, and your lists sharp.