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Group Custom Fields

Created: 11/07/2017Updated: 03/01/2018


You may want to define custom fields for groups. These fields allow you to customize the information you capture for your groups. You can set up default custom field titles per group type. For example, lets say we have a “small group”, group type. For each small group we need to know an emergency contact, what they are studying, where they meet, and if they are accepting new members.

To create these group custom field titles:

  1. Select RollCall>Preferences from the top menu if you are on a Mac OR select Edit>Preferences if you are on a Windows machine.

  2. Click on the Group Custom on the left sidebar.

  3. Select the Group Type, “small group” in the upper left drop down box. groupcustompref

  4. Enter “Emergency Contact as Cstm 1.

  5. Enter “Studying” as Cstm 2.

  6. Enter “Meeting Location” as Cstm 3.

  7. Enter “Accepting New Members” as Chk1.

Now each time you create a small group, there will be fields available to enter Emergency Contact, Studying, Meeting Location, and Accepting New Members. You can customize each group further by modifying the custom field titles for a specific group.

Group membership custom fields

Like group custom fields, you may want to define custom fields to track specific information for each member in a group.

You can set up default custom field titles per group type. For this example, lets say we need to know certain information about the worship team members. We’d create a group type of “worship team”. For each of our worship team members we need to know what instrument they play, can they read music, what is their voice type and how many times per month are they available.

To create these group member custom field titles:

  1. On a Mac Select RollCall>Preferences from the top menu. On a Windows machine, select Edit>Preferences from the top menu.
  2. Click on the Member Custom on the left sidebar.

groupmemcustom

  1. Select the Group Type, “worship team” in the upper left drop down box.
  2. Enter “Instrument” as Cstm 1.
  3. Enter “Voice Type” as Cstm 2.
  4. Enter “Days Available” as Cstm 3.
  5. Enter “Read Music” as Chk1.

Now each time you create a worship team group, there will be membership fields available to enter Instrument, Voice Type, Days Available, and Read Music. You can further customize each group by modifying the custom field titles for group members.


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