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Customizing Attributes Using User Defined Fields (UDFs)

Customizing Attributes Using User Defined Fields (UDFs)

The details about each Volunteer, Opportunity, Organization, Client and Schedule Slot are stored in what is called a "profile." Information stored in a profile is further organized visually using tabbed screens. The tabs in the main profiles are customizable by calling a Samaritan Client Services. In addition to the changes that the Client Services can make to your account, there is one tab in each of the main profiles that you can customize yourself. The customizable tab is called "User Defined Fields" (UDFs) until you rename it. UDFs allow you to collect additional data about your Volunteers, Opportunities, Organizations, Clients or Schedule Slots that our default attributes do not allow. For instance, if you require your volunteers to wear uniforms and you need to know each volunteer's shirt size, you can create a UDF to help you collect this kind of information. Later in this section, we will create a UDF so we can record T-shirt sizes for volunteers.

 

You must have administrator access to create UDFs. If you can see the "User Defined Fields" selection from the "Tools" drop down box, you have access to create UDFs.

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