How do I Create Custom Attributes in Fund Raising App?

Custom Attributes

Custom attributes or Master layout are the common features for all apps. These are like business attributes which support you to customize your business with the custom fields. They can be quickly and easily added for customization. Fund raising app allows you to add any custom fields that aren’t provided on the creation page by default. You can load your creation page with new sections and fill them up with your own text fields, radio buttons, drop downs, etc. 

Steps to Create Custom Attributes

1. Log in and access Fund Raising App from your universal navigation menu bar.
2. Click on “More -> Settings” icon located at the app header bar.
   
   
   
3. Click on "Customize app -> Master layout" from the left navigation panel.
   
    
4. If you are standard plan user, then you need to upgrade your account to use this feature. It would be notified as below:
   
    
5. You can view custom attributes dashboard with following fields:
1. Sections: Click on “One Column” or “Two Column” section to create custom sections.
2. Attributes: Drag and drop attributes in sections.
• Text - Text field for entering text values.
• Date - Date field for choosing date.
• Number - Number field for entering number.
• Currency - Currency field for entering currency values.
• Radio - Radio fields for opting the values.
• Check box - Check box field for choosing multiple values.
• Drop down - Drop down the field for choosing a specific value from a list.
• Link - Link field for entering URL.
• Text area - Text area field provides description field for 
• Address - Address field for entering an address.
• File - File field for adding documents and files.
• Spacer - Spacer field for providing required space.
• Function - Function field provides with various functions.
• Ref App - Ref app provides reference for various apps.
• Ref App field - Ref app field provides drop down of various reference fields. 
• Phone - Phone field for providing a phone number.
• Email - Email field for entering an email.
• Finkey- Finkey field helps in financial accounting.
• Account - Account field helps in providing an account.
• Conkey - Conkey field helps in financial accounting.
  
  
6. Drag and drop necessary attributes in the sections.
7. Changes will be updated automatically. 

Related Links

Read more about:

• Convert investor lead source
• Create message templates
• Create funding round
• Create a new investor