VolunteerMatters allows you to group and organize contact fields (custom or built-in) anywhere you would like on the Contact Record’s detail page in the database. The contract record can be arranged into one, two, or three columns (three columns shown below). Within each column you can define any number of fields groups. Within each field group you may have any number of fields. This can be done for both the administrative view of the contact record by navigating to Setup > Contact Page Layout and the contact's own profile view by navigating to Setup > My Profile Page Layout.
The illustration below shows the following groups:
- Column One
- Core Information
- Skills and Interests
- Column Two
- Contact Information
- Column Three
- Custom Information
Within each of those defined groups you may place any number of contact fields (Defined under Setup / Contact Record). For example, the Core Information Field Group contains the following fields:
- Previous Name
- Member Status
- Member Since Date
- Birth Date
- Membership ID
The setup page is split into two sections. The top section is to manage to which group your fields should be assigned. The lower section is to manage which groups you have and to which column they will be located.
Adding Field Groups
To add a new group to those columns, simply type in the group name in the ‘Add New Group’ field under the column you would like it to appear and then click ‘Save’. You are also able to move groups up and down in the columns to your preference and move groups to different columns simply by highlighting the group in the column and either clicking ‘Move Up’ or ‘Move Down’ to move within the column.
Removing Field Groups
To remove a Field Group, select the field group and click Remove. You will see it move to the ‘Remove these Groups’ window to the right of the screen and click ‘Save’. If your group already had fields assigned to it, those fields will now be available in the ‘Available Fields’ window at the top-right of the screen to add to a different group.
Moving Field Groups
To move a Field Group to a different column, select the field group and click Remove. You will see it move to the ‘Remove these Groups’ window to the right of the screen. To move it to another column, simply highlight it in the ‘Remove These Groups’ window and click ‘Add’ on the column you wish to add it to, then click ‘Save’.
Adding Fields to a Group
To assign a field to a group you will highlight it in the ‘Available Fields window to the right and click ‘Add’ adjacent to the group you wish to add it to. This will place it on the bottom of the group and you can then highlight it within the group and move it up or down by using the ‘Move Up’ or ‘Move Down’ buttons on the group and clicking ‘Save’ at the bottom of the screen.
Moving Fields to a Different Group
To move a field to a new group you will highlight the field in the current group and click ‘Remove’. This will place the custom field in the ‘Available Fields’ list and then you will highlight it there and then click ‘Add’ on the group you wish to add it to. This will place it on the bottom of the group and you can then highlight it within the group and move it up or down by using the ‘Move Up’ or ‘Move Down’ buttons on the group and clicking ‘Save’ at the bottom of the screen.