Event Temple is a flexible system, meaning you can continue to build it and customize it without any need to speak to our team.
In Event Temple, there are 5 main types of areas you can build Custom Fields:
Accounts
Contacts
Bookings
Groups
Events
Custom fields will show up on the relevant area, under the Other Fields heading. If adding multiple Custom Fields within one area, you also have the ability to group them by using a Custom Field Set.
When using Merge Fields you'll find these under the relevant areas name.
For example, a Contact in Event Temple has a name, an address, a phone number by default. But, if you would also like to track whether or not they are a VIP customer you could do that by adding this option as a simple checkbox. The checkbox will then appear when adding/editing/viewing a Contact. You can then report on this to see a list of your VIP Contacts.
Different Types of Custom Fields
Different Types of Custom Fields
How to Manage Custom Fields
How to Manage Custom Fields
To add a Custom Field within an Organization
Select Settings
Select Fields
Select Custom Fields
Select where you would like to add a field by clicking on one of the sub-tabs (Contact, Account, Booking, Event, Group)
Select New Custom Field
Fill out the necessary fields
Choose Field Type
Add a Field Label
Add a Field description
Add a placeholder
Add a Merge Field name, which will allow Event Temple to pull the data into documents and emails.
Manage a custom field set if needed.
Click Manage Custom Field Set
Click New Custom Field Set
Add a Custom field set name
Select the Type of field
Select Save
The custom field set is now available to be selected when creating custom fields to group them if necessary.
Select Create
To Add a Custom Field in a Chain
Select Chain Dashboard
Select Fields
Select Custom Fields
New Custom Field
Fill out the necessary fields
Choose Field Type
Add a Field Label
Add a Field description
Add a placeholder
Add a Merge Field name, which will allow Event Temple to pull the data into documents and emails.
Manage a custom field set if needed.
Click Manage Custom Field Set
Click New Custom Field Set
Add a Custom field set name
Select the Type of field
Select Create
The custom field set is now available to be selected when creating custom fields to group them if necessary.
To Archive a Custom Field
You can choose to archive Custom Fields or delete them entirely. Archiving Custom Fields will remain visible in old records where it was used and hidden in cases where it was not in use.
Select Settings
Select Fields
Select Customize Fields
Hover over the Custom Field you would like to archive
Click the archive button next to it
To Delete a Custom Field
To protect your data, we don't allow for used Custom Fields to be deleted without first reassigning the data contained in them. If you attempt to delete a Custom Field that has been used you'll receive the following error:
In this situation, you may choose to put that data into another existing Custom Field or create a new one. Afterward, you may delete the Custom Field you no longer wish to use. Please note, the Custom Field must be the same Field Type as the one you're deleting.
Select Settings
Select Fields
Select Customize Fields
Hover over the Custom Field you would like to delete
Select the Delete icon
Assign records to another field before deleting (if applicable)
Select Delete
Important Considerations about Custom Fields
Important Considerations about Custom Fields
You can’t clone custom fields. You can however create a similar field under different objects (ie: Bookings, Events, etc).
Important note: Make sure your fields don't have the exact same name. Creating identical Custom Fields under different headings will cause unforeseen errors in your system.If part of a Chain, custom fields can only be managed by a user with Chain Administrator privileges.
If part of a Chain, Custom Fields added will automatically make it available to all Organizations within the Chain.
Event Temple Staff can ‘lock’ and ‘unlock’ custom fields on behalf of administrators. A locked custom field cannot be deleted or have its Merge Field attribute edited. This protects custom fields that are used in Document Templates so they do not 'break'.
The number custom field can ONLY be a full number. Therefore we recommend using a Text custom field for collecting things like additional phone numbers. This will allow you to add numbers, symbols & letters - eg. (604) 555 4891 extn. 55
A placeholder is for Text (single line) custom field types. The wording will appear in grey as a prompt for the relevant Custom Field. Eg. a Contact custom field, it will appear on the 'New Contact' wizard.
The "Add View" means that this Custom Field is visible when creating a Booking (The Booking Creation screen) - The "Detail View" means that this Custom Field is visible on the Booking Summary.