VIDEO: Agency Admin - Custom Fields

Agency Admin - Custom Fields

Agency Admins, learn about the different custom field types, how to create and edit custom fields, how to add custom fields to other areas of eLogic Genesis, and more. Reference the time-stamped table of contents below to jump to each topic.

Topics covered in this video: 

• 0:32 - Distinguish Custom Field Types 
  
• 1:44 - Create Custom fields 
  
• 2:20 - Create a Radio custom field 
  
• 3:43 - Create a Checkbox custom field 
  
• 5:10 - Create a Textbox custom field 
  
• 6:35 - Create a Dropdown custom field 
  
• 7:23 - Create a Large Textbox custom field 
  
• 8:00 - Edit Custom Fields (with a word of caution) 
  
• 9:57 - Place Custom Fields on the Client Intake page for individual Roles 
  
• 12:38 - View Custom Fields on Client Intake Page by Role 
  
• 13:45 - View Custom Fields Descriptions on completed Form