How to Set up Person Custom Field

How to Set up Person Custom Field

Setting up people custom field:

  1. Click Settings
  2. Click Setup sub menu
  3. Click application settings
  4. Select Person custom fields from ~ All sections
  5. Under value click and input the name of your custom field
  6. Click save

Use the Person custom field:

  1. Click People menu
  2. Click search to search person
  3. Type in the name of the person
  4. Click search
  5. Click specific person name
  1. Click Custom fields sub menu
  2. Fill out the custom fields
  3. Click save

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