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Awesome Admin: Managing Custom Fields: https://help.pm.leapevent.tech/a/1541213
If you've been using PatronManager for a while, chances are your organization has created at least a few custom fields to store various kinds of data. If you've had some turnover during that time, it's likely that you have fields you're not familiar with, and perhaps some duplicate or outdated fields and data floating around.
Join us for a look at techniques to audit your custom fields, best practices for field management, and other tips & tricks.
This webinar is geared toward the PatronManager Admin(s) at your organization.
We recommend setting the video quality to 720p (click on the gear at the lower-right of the embedded video) and watching the video in full-screen mode, if possible.
Additional resources
- Introduction to the PatronManager Admin Certification Program
- How to Create and Update Custom Fields
- All About Roll-Up Fields (and Best Practices)
- How to Create and Edit Custom Roll-Up Fields
- How to Add, Edit and Retire Picklist (Drop-Down Menu) Values
- How to Create a New Stage for Donations
- How to Add Custom Fields to Your PTS (and/or PMBO)
- How to Create Custom Fields for Ticketable Events and Event Instances
- Automated Communications: Standard & Custom Merge Fields
- Page Layouts: Change the Way Your Accounts, Contacts, and Donations Look
- From Salesforce - About Custom Field Types
- All About Sandboxes
- How to Build Tricky Reports with Cross Filters
- All About CRM Snapshots
- How to Modify an Existing Report Type
- How to Back Up Data Using a Report
- How to Create a Task
- How to Set Up Chatter
- All About Product Ideas
- All About the Client Community
- Recommended App - Field Trip
- Recommended App - Field Dump