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Planning Center Online Migration Guide
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Step 2: Data Design

Custom Fields


Background

Custom fields allow you to keep track of information specific to your church. For example: Membership dates or board service. Custom fields can be edited for each individual profile, and are sorted into tabs. It is important to understand what information will automatically be collected by PCO (
) before you add fields.

Field Type

Custom fields can be the following types:

FIELD TYPE
FORMAT
1
Text
Any text up to 1,000 characters
2
Paragraph
Any text up to 65,000 characters
3
Date
MM/DD/YYYY Dates in other formats will be ignored.
4
Yes/No
yes/no true/false not case-sensitive
5
Dropdown
Any existing option for the field must be an exact match of an existing option case-sensitive
6
Checkboxes
Any combination of existing values, separated by a | The values must be an exact match of an existing option. case-sensitive
7
Number
Any number
8
File
Bulk importing file fields in not currently supported.
There are no rows in this table



Add Custom Fields

In order to add Custom Fields, you must create at least one Custom Tab. Click
add tab,
type the name of the tab, and press
Enter.
Add fields by clicking
New Field
and choose what type of field you want it to be.
Your Tab is created
Use the pencils to edit the name of your tab any any fields.
Reorder the tabs and fields by dragging the handles.
Choose who can edit the fields on a person's profile with by clicking the x to remove the listed person or
Share with
to choose a person or
.

Defining Custom Fields


Action Step:


Step 1: Click the Add Custom Field button below to add information that you want to track. If you are not sure how to track it, that is okay, add as much information as you can, and we will workshop together.

Step 2: Look at the tab table below and create categories for your fields

Step 3: Complete Task (once these fields are set we will look at permissions)



Add Custom Field
Custom Fields
1
Tab
Field Name
Field Type
Description
Field Content
Reason
Foothills Placeholder Field
General
7
Pronouns
Checkboxes
Pronouns used by an individual
List Add Other: with pastoral followup to add to the list
Gender (inclusive)
Checkboxes
List Add Other: with pastoral followup to add to the list
Photo Release
Dropdown
Add Drop Down Options
Racialized Identity
Checkboxes
Non-Hispanic White or Euro-American
Black, Afro-Caribbean, or African American
Latinx or Hispanic American
East Asian or Asian American
South Asian or Indian American
Middle Eastern or Arab American
Native American or Alaskan Native
other: with follow up
Language
Checkboxes
English - Basic
English - Fluent
Spanish - Basic
Spanish - Fluent
French - Basic
French - Fluent
Portuguese - Basic
Portuguese - Fluent
American Sign Language (ASL) - Basic
American Sign Language (ASL) - Fluent
Chinese (Mandarin & Cantonese) - Basic
Chinese (Mandarin & Cantonese) - Fluent
Russian - Basic
Russian - Fluent
Hebrew - Basic
Hebrew - Fluent
Arabic - Basic
Arabic - Fluent
German - Basic
German - Fluent
Other
Senior Living Facility
Dropdown
List the facilities by name
Affiliated Congregation or Community Group
Dropdown
List possible congregations, or community groups
Membership
9
Date of First Visit
Date
Date of completed guest card or first event registration at the church
Attended Newcomer Intro
Date
Completed Membership Class
Date
Membership Date
Date
Date of participation in a membership ceremony
month/day/year
Membership Ceremony Attended
Date
Left Membership Date
Date
Reason Left Membership
Dropdown
Populate this list / overlap with inactive reason list expected
Membership Role Review Letter Sent
Checkboxes
Each Checkbox
Membership Role Review Letter
File
Communication
4
Subscription List
Checkboxes
Tabled for future discussion
Communication Preferences
Checkboxes
Tabled for future discussion
No Email Communication
No Financial Asks
No Communication (All)
Governance Materials by Mail
Don't Publish Contact Information
Unsubscribed in Mailchimp
Mailing Label
Text
Names that appear on a mailing label ex. Rev. Sean Neil-Barron & Charles Howes
Salutation
Text
Letter Salutation Dear “Rev. Sean & Charles”
Engagement
5
Connection Form: Activities Enjoyed
Checkboxes
What types of activities do you enjoy? Please check all that apply. Cooking Working in the kitchen with others Donating homemade foods Using Spreadsheets Finance related activities Event organizing Stuffing envelopes Office work Marketing Fundraising Photography Creating brochures Teaching Gardening Social events Playing an instrument Singing Social Justice Visiting elderly Working with children
Connection Form Completed Date
Date
Anti-Racism Training
Small Group Facilitator Training
Add RE Trainings
OWL
6
Leadership & Service
4
Committee Leadership: Roles, Date
Paragraph
Committee Leadership: Active, Former
Checkboxes
Current Committee X Member
Current Committee Y Member
Former Committee Y Member
Former Committee Y Member
Board Roles Held, Dates
Paragraph
Board Member
Checkboxes
Current board member
Former board member
Milestone
3
Deceased Date
Date
Milestone Dates
Date
important milestone dates in the member’s life
Baby Dedication Date
Age of Reason Date
Coming of Age Date
Wedding Date
Memorial Date
Death of Spouse
Death of Parent
Death of Child
Memorial Service Notes
File
Tab
0







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