Customizing Profile Fields

Was this article helpful?
59 out of 80 found this helpful
Sorry this article wasn't more helpful - we'd love to improve it! Can you let us know what it was missing?

Comments

33 comments

  • Avatar
    Janice

    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?

    0
    Comment actions Permalink
  • Avatar
    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! 

     

    0
    Comment actions Permalink
  • Avatar
    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.

    0
    Comment actions Permalink
  • Avatar
    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!

    0
    Comment actions Permalink
  • Avatar
    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.

    0
    Comment actions Permalink
  • Avatar
    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!

    0
    Comment actions Permalink
  • Avatar
    breeze

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

    0
    Comment actions Permalink
  • Avatar
    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?

    0
    Comment actions Permalink
  • Avatar
    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! 

    0
    Comment actions Permalink
  • Avatar
    bassbuff

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

    0
    Comment actions Permalink
  • Avatar
    Emily W.

    You are most welcome! Have a blessed day! 

    Happy Breezing!

    0
    Comment actions Permalink
  • Avatar
    Carl Edwards

    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?

    0
    Comment actions Permalink
  • Avatar
    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! 

     
     
    0
    Comment actions Permalink
  • Avatar
    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.

    0
    Comment actions Permalink
  • Avatar
    tibbs

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

    0
    Comment actions Permalink
  • Avatar
    Rowena Henrichs

    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

    0
    Comment actions Permalink
  • Avatar
    Ashley Lynn

    Hey @rownahenrichs -

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

    0
    Comment actions Permalink
  • Avatar
    Brian Quick

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

    Brian

    0
    Comment actions Permalink
  • Avatar
    Rob N.

    Hey @brcquick, 

    I will also respond to your request via email.

    Blessings!

    0
    Comment actions Permalink
  • Avatar
    Joseph

    Is there a way to add a numeric (not text) field so that I can later filter for a range of values (as now can be done with age)? Right now it seems you can only filter for one text value at a time with a Text field...

    0
    Comment actions Permalink
  • Avatar
    Emily W.

    Hey @webadmin!

    Great question! That's a neat idea! At this time that is not a current feature within Breeze but we're happy to think it over. Would you consider sharing this request on our feature request page? If so, check this link out: www.breezechms.com/features

    Happy Breezing! 

     

    0
    Comment actions Permalink
  • Avatar
    schwingkas

    Is the Dropdown type field a multi-selection field (can more than 1 option be selected)? On this page it states the definition for Dropdown as "Gives users the option to select one option....", however when adding a new profile field that is a Dropdown type, it states "Selected Options" which implies more than one option can be selected. Additionally, if a new profile field is added and it's type Multiple Choice, or Checkbox, or Dropdown, if no values are predefined for that field and the people data is imported from the Template file, will those new profile fields just be populated with a selection list of values from the unique values in the import file for that field? I hope that makes sense.  Thanks in advance!

    0
    Comment actions Permalink
  • Avatar
    Ashley Lynn

    @schwingkas The dropdown option allows for you (or the user) to make one selection out of multiple options provided. This is what a dropdown option looks like in a profile -

    The checkbox option allows you (or the user) the option to select multiple options specific to that field as you can see below how it appears in the profile:

    I am sorry for any confusion. I am not sure where you are seeing the "Selected Options". 

    You are absolutely correct in thinking if no predefined values are put in place for those fields when you import data, the new profile fields will be populated with a selection list of values from the unique values in the import file for that field. Or even if you create predefined values, if what you import differs from the options it will create new values too. (I learned this the hard way, I imported people to Breeze at my church and used a Dropdown box field for what used to be a text box, meaning people could type whatever they wanted...) The options that are now provided under that drop down are borderline comical. We will just say, I learned that I should have let Breeze import our data.  

    Please feel free to reach out to support if you need any further clarification as we would love to assist you! 

     

    0
    Comment actions Permalink
  • Avatar
    Steve

    It seems there is a problem editing "Section Description" fields. I edited the text. but could not save it as Breeze did not detect the change.  I worked around by adding a dummy field and then deleting that field. This activated the "Save" button.

    0
    Comment actions Permalink
  • Avatar
    Micah M.

    Hey @sraisz!
    Great catch!! That certainly isn't expected behavior! Another easy workaround is to edit the text field, then drag it around and drop it back in the same spot. This will also generate the "Save" button. I'm going to pass this on to our technical team to fix though. I'll also reach out to you privately to keep you in the loop! Thanks again for catching this!

    0
    Comment actions Permalink
  • Avatar
    John Hau

    Is there any way to change the "Family Role" options in the "Family" Filter? We would like to remove "head of household" as it may be confusing for people in our congregation and may have difficulty in certain situations like adult children, etc. 

    0
    Comment actions Permalink
  • Avatar
    Micah M.

    Hi @johnhau!
    Great question! While we're not able to customize the actual family roles in Breeze, many churches opt to use the "adult," and/or "spouse" roles for all adults and/or married adults in the family. This removes the confusion of the "Head of Household" role. Check out the following article as well for additional information as well: Family Roles!

    0
    Comment actions Permalink
  • Avatar
    sandranoble582

    Hi...I created a bunch of different sections and customized fields. I need some to be visible for certain contacts and others for a secondary group. I don't want all sections/fields available for all contacts. Is that possible in Breeze?

    0
    Comment actions Permalink
  • Avatar
    Steve P

    Hi @sandranoble582!

    You can control which profile fields are visible to certain users within Breeze. You would set permissions for users to be able to view or edit those profile fields as you desire. Here is a link to an article which would be helpful for setting permissions in Users and Roles: Editing a Role. Unfortunately, if you would like certain profile fields to be visible only on specific people's profiles within your Breeze database that isn't possible.  

    0
    Comment actions Permalink
  • Avatar
    techsupport

    I'm trying to figure out what is actually in the locked profile field "name".  When I run special excel reports on attendance with "name" I get five fields--first, last, middle, nickname and maiden name.  Generally only firstname lastname is all we want.  It is a pain to have to consistently delete those fields.  Is this a "feature" of Breeze or did I import these field from our previous system and now can't get rid of them?  

    0
    Comment actions Permalink

Please sign in to leave a comment.