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Use Custom Fields

Custom fields allow you to store additional information about participants beyond the default fields like name and email. They help you organize your data, create subgroups, and make better decisions during your program.

What Custom Fields Are Used For

Custom fields let you capture information specific to your program.

Common examples include:

  • Role (e.g. Staff, Volunteer, Speaker)
  • Location or Region
  • Phone Number
  • Department or Team
  • Membership Level

This information can then be used for filtering, grouping, and assignments.

Where Custom Fields Are Used

Custom fields are part of a Group and apply to all people within that group.

They are used throughout Eventene:

  • In People lists for viewing and editing data
  • In Filters to narrow down participants
  • In Subgroups to define rules
  • In Assignments to help guide placement decisions

Create a Custom Field

To create a custom field:

  1. Open a group
  2. Go to the Layout tab
  3. Click New Field
  4. Select a field type
  5. Enter a field name
  6. Click Create

The field will now be available for all people in that group.

Field Types

You can choose different types of fields depending on the data you want to collect:

  • Text (short or long)
  • Number
  • Dropdown (single selection)
  • Multi-select
  • Date or time
  • Yes/No

Choose the type that best matches how the data will be used.

Add or Update Values

You can enter or update custom field values:

  • When adding or editing a person
  • During import from a spreadsheet
  • Using bulk actions

Keeping these values accurate improves filtering and reporting.

Use Custom Fields for Filtering

Custom fields are one of the most powerful ways to filter your data.

For example, you can:

  • Filter by Role = Volunteer
  • Filter by Location = Los Angeles
  • Combine multiple conditions for precise targeting

This allows you to quickly find and work with the right participants.

Use Custom Fields in Subgroups

Custom fields are commonly used to define subgroup rules.

For example:

  • Create a subgroup where Role = Staff
  • Create a subgroup where Location = New York

Subgroups update automatically as data changes.

Tips for Using Custom Fields

  • Plan your fields before importing data
  • Use consistent naming (e.g. “Role” instead of “Type” and “Category”)
  • Avoid creating duplicate or overlapping fields
  • Use dropdowns or structured fields when possible for consistency

What to Do Next