User Guide
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Institution Config
Students
Custom
Custom fields allow you to collect and organize additional information specific to your institution. You can define up to 100 custom fields that are shared between Students and Prospects. These fields can also be made visible and editable in the Student Portal and Agent Portal, depending on how they’re configured.
To manage your custom fields, go to Institution Config / Students / Custom.
Click New Custom Field to create a field or use the edit icon to update an existing one.
You’ll be able to configure the following options:
- Label – The name of the field as it will appear in profiles and lists.
- Field Type – Choose the type of field (e.g., text, date, checkbox, select list, select picker, etc.).
- Field Display In – Choose where the field appears within the Student/Prospect profile (Details, Admin, Other, Custom, Emergency, or Education).
- Field Options / Values – For select-type fields, enter the display labels and optional internal values.
- Field Notes – Add internal notes or a short explanation to clarify the purpose of the field.
- Required – Check this box to make the field mandatory when entering or updating a profile.
- Student and Agent Portal Access – For each portal, choose one of the following:
- None – The field will not be visible in the portal
- View Only – The field will be visible but not editable
- View / Update – The field will be visible and editable by the Student or Agent
Once saved, the field will appear in the appropriate section for all existing and new Students and Prospects, and can also be used as a filter in the Student and Prospect lists.