Customizing Profile Fields

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  • Avatar
    kevinhagen

    Is there a way to create a new field that is common to all household members?  (Similar to how the address field can be copied to all members.)

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    Micah M.

    Hi Kevin!
    Great question! You can absolutely create a Profile Field (as listed above) for all household members to utilize. Our church has a few of those as well. However, there isn't a Breezy way to copy the same information from one household member to the others the same way the address field logic works. A potential workaround would be the "Update People" option - allowing a bulk update of the same information to a single profile field. You can read about that here: https://support.breezechms.com/hc/en-us/articles/360001176134-Updating-Multiple-People-at-Once

    Happy Breezing!

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    jsimpson

    Is there a way to make the words or font bigger in the profile field?  I'm wanting allergy listings to stand out on their name tag.

     

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    Emily W.

    Hey @jsimpson!

    Happy to help! While there is no way to make the font bigger, you are able to optimize the space of the name tag space so that important information can take up more space. Here is a great resource that might be helpful: 

    Customizing your check in name tags

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    info

    When creating a new person you can tag them but added family members can not be tagged on their creation page. You have to first create them then go back into their individual profiles to tag them. This is cumbersome when dealing with a large family that needs all the children in different SS classrooms . Am I missing something?

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    Emily W.

    Hey @info

    You aren't missing anything unfortunately. You are right. There isn't a breezy way to do this.You bring up some great points in what you're trying to accomplish in Breeze. I appreciate you bringing this to our attention and this is something I will certainly pass along to our team. We’re always on the hunt for the next great idea to serve churches better!  For more information about submitting a feature request, please check out www.breezechms.com/features.

    Blessings! 

     

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    btriplett

    Is it possible to modify the birthday and anniversary fields to just show the month/day and not the year? I want members to be able to see when someone’s birthday has arrives but some people could be uncomfortable with knowing the date.

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    Emily W.

    Hey there!

    Great question! At this time, that is not a current feature within Breeze. One recommendation for those who do not want the year to show is to adjust that to 0000-you'd lose the age but would still see the birthday.

    Blessings!

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    breeze

    Is it possible to restrict profile fields in any of the following ways globally:

    1. profile field is only visible to and editable by person and church staff but not other people,
    2. profile field is only visible to and editable by staff,
    3. profile field is visible to person but only editable by staff?

    We have use cases for at least two and maybe three of these. I do know that #1 can be accomplished by marking the field private on a case-by-case basis, but I'm interested in creating fields that are private by default.

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    Rob N.

    Hey @breeze, 

    That's a great question and username!  You can certainly set up permissions for all the possibilities you posted.  However, you will have to dig in to get the right combinations, and you may have to set up multiple roles.  

    Here are some resources you may find helpful:

    I hope this helps!

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    breeze

    I have no idea how I ended up with that username, but thanks for confirming that it's possible.

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    bassbuff

    I'm wondering if there is a way to edit the values in a field, specifically the Status field, can we customize the values?

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    Emily W.

    Hi @bassbuff!

    I may need a bit more clarification, but yes, you are able to edit and customize the fields including the status fields as the directions and video above demonstrates.  Locked fields are unable to be edited or deleted, but you are able to edit the rest of the fields. 

    To edit the information within a profile, you can simply follow this: Editing a Profile

    Blessings! 

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    bassbuff

    Your comment about editing fields that are not locked is exactly what I was looking for.  Figured it out.  Thank you Emily!

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    Emily W.

    You are most welcome! Have a blessed day! 

    Happy Breezing!

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    carl

    Hey Friends! 

    Is it possible to "copy and paste" a profile field if you need to have multiple of them?

    I am adding in a dropdown box and didn't want to have to type in the 20 results lol

    Thought?

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    Emily W.

    Hey @carl!

    Great question! I wish I had a betters solution, however, at this time, that is not possible. I would love to be able to do that as well! Would you consider leaving a feature request on our page?

    Please consider sharing this with our team here: www.breezechms.com/features

    Blessings! 

     
     
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    tibbs

    One of our customized fields (Friend Date) is showing as available in the Profile section, but does not show up when entering a new record. Note: Prior records with Friend Date data does continue to show up in those records which have such data recorded.

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    tibbs

    False alarm - I see that Breeze provides the great feature of selectively allowing fields to either be displayed or not. Thank all!

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    rowenahenrichs

    Is there a way to get the 2 columns back? After deleting the education section from the 2nd side it disappeared. Now I have all 6 sections just in one column

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    Ashley Lynn

    Hey @rownahenrichs -

    I have sent you an email to be able to further assist you with this.

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    brcquick

    I have the same single column issue, please send me the email.

    Brian

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    Rob N.

    Hey @brcquick, 

    I will also respond to your request via email.

    Blessings!

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