How to Add a Text Box Custom Field

Settings are the back-end of your Eleo database. Site Settings allow you to maintain and customize the front-end system. This is where you can set up custom fields, such as a text box.

These are the steps for adding a text box as a custom field in your account:

1. Click on the profile icon in the upper right-hand corner of your screen in your Eleo database, and then on Site Settings.

2. Scroll down to Site Customizations then click Custom Fields to expand this section..

3. Click on 'Edit' on the page to which you want to add a custom field, either Contacts or Gifts.

4. Click on 'Add Custom Field' and enter the information for the codes on the screen. Please be sure to click on 'Save' when you're finished.
   1. Enter the Field Name. This will be the name of your custom field that will display in your database. This is a required field, as indicated with a red asterisk (*).
   2. Description is optional. This is an internal reference for your nonprofit for this custom field.
   3. Field Type: select Text for text box. This is a required field as well, as indicated with a red asterisk (*).
   4. Field Size is the amount of characters allotted for this custom field. This is a required field too, as indicated with a red asterisk (*).