Customize People Fields

User Permissions needed to access People
Account Owner, Admin, or Limited Access with access granted to People. If you have additional questions, please reference this article.

Add Custom Fields

  1. Login to your Tithely account.
  2. Go to People.
  3. Click the Settings tab on the left hand panel. 
  4. Select Custom Fields
  5. Then choose People.
  6.  You will now have the option to customize the information that you store on each person in the database.
    • To Add a Heading click the + Add New in the Upper Right Corner. The headings are sections within your profiles. 
    • To Add Fields click the +Add Fields under the section you would like the new profile field to appear. When you add a new field it allows for you to choose name the field, add a description of the profile field and choose what type of field it should be and what options appear under it, make sure to hit Save when done creating a field. 
    • Drag and drop the Headings and Fields where you would like them in the profile. 

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Edit/Delete Custom Fields

  1. Login to your Tithely account.
  2. Go to People.
  3. Select Custom Fields
  4. Click the Settings tab on the left hand panel. 
  5. Then choose People.
  6. To edit a Custom Field click the three little dots ... beside the Custom field you want to edit or delete and then choose either edit or delete. 
  7. To edit a header / section click Edit Heading to the right of the Header

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Edit Custom Field Options

If you are using a field type that has multiple options underneath it (ex. dropdown, checkbox, radio) you may want to edit the options that appear.

  1. Login to your Tithely account.
  2. Go to People.
  3. Select the Settings tab on the left hand panel.
  4. Select Custom Fields and then People.
  5. Beside the Custom field you want to edit or delete click the three little dots ... and then choose edit
  6. Once the field opens up go down to the Field Options section and edit the fields that are available in your profile fields, or add new options. Please note, if you change a field option those who already have this selected on their profile will now have whatever the new option is. 

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Field Types

Field Description Example of field
Text Allows for short text to be added on a persons profile under this field.  2022-08-11_13-16-55.png
Paragraph Allows for longer paragraph type text to be added on a persons profile under this field.  2022-08-11_13-16-55.png
Number Only allows for negative or positive numbers to be added on a persons profile under this field.  2022-08-11_13-16-55.png
Phone Only allows for Phone Numbers to be added on a persons profile under this field.   
Email Only allows for emails to be added on a persons profile under this field.   
URL Only allows for URLs for websites to be added on a persons profile under this field.  2022-08-11_13-16-55.png
Checkboxes Allows for multiple options to be selected on a persons profile under this field.  2022-08-11_13-16-55.png
Radio Allows for one option to be selected out of multiple choices on a persons profile under this field.  2022-08-11_13-16-55.png

Dropdown

Allows for one option to be selected from a drop down of multiple choices on the persons profile under this field.  2022-08-11_13-16-55.png
Date Allows for a date to be put on the persons profile under this field.  2022-08-11_13-16-55.png

 

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