You can enter custom information and notes for individuals. However, you must first define the custom fields that you want to track for each individual type in Options > Custom. For more information, see Manage Custom Fields.
After you define custom fields, you can view, enter, and edit information on the Custom tab in the individual’s record.
- On the Home screen, click Students, Prospective, Alumni, Parents, Staff, or Teachers.
- Double-click a name.
- Click the Custom tab.
- Click in a field to enter or edit the custom information.
- To delete custom data, click in the field and press the Delete key on your keyboard.
- Click OK.