Custom Fields: Person

The Person Custom Field is an  Add On Service for Pro Tier Firms. The custom field selections must be requested and turned on by the Firms’ Account Manager.

Users can Search and Filter Person Custom fields in People View - Bulk Edit, and Person Panel. 

Users can not change the object or field type once a field is created. 
You can “Edit” the Field Name and select to have the Custom Field displayed on the Dashboard after the custom field has been created.

 Users can delete the custom field using the same steps to “Edit”.

People View

In People View, select your candidates in bulk and click on "Bulk Edit". Choose your Custom Field and select the desired field you want to assign to the candidate record.

Person Panel

In People View, find the candidate you would like to add the Custom Field to and click on their name and the Person Panel will open. 

Scroll down in the panel until the Custom Fields section and click on the desired CF and assign it to the candidate.

Person LookUp

Add the Custom Field in your Firm Settings and select the Person LookUp option. Once created, the Custom Field can be added as a Bulk Edit, in the Person Panel, and by the Custom Field Filter in People View.

Users can select this option to find people from their database to add to a person custom field.