Add Custom Data

Learn how to enter organization-specific custom data fields when creating records in PEARS.

The Custom Data section allows organizations to collect data specific to their unique work and reporting requirements. Organization administrators design which fields appear in this section, making it customizable per organization.

Applicable Modules

Custom Data fields can appear in the following modules:

• Action Plans

• Community Relationships (CRM)

• Direct Contacts

• Program Activities

• PSE Site Activities

• Social Marketing Campaigns

• Indirect Activities

• Partnerships

• Coalitions

• Success Stories

• Quarterly Efforts

• Action Plan Reports

How to Add Custom Data

1

Locate the Custom Data section

When creating or editing a record, find the Custom Data section in the progress panel. In most modules, Custom Data appears after the Collaborators section. For modules without a Collaborators section, Custom Data appears after General Information.

Screenshot: The record progress panel with the Custom Data section highlighted in the navigation sidebar

2

Complete the fields

Enter information into each field on the Custom Data page. Required fields are marked with a red asterisk (*).

3

Save your work

Click Save and Continue to advance to the next section, or click Save to store your progress and review the record details.

TIP: The fields displayed on the Custom Data page are configured by your organization's administrators. Different organizations may see different fields for the same module.

NOTE: The record must be saved before custom data fields will display. If you do not see the Custom Data section, save the record first and then navigate back to it. Records cannot be saved until all required custom data fields are completed.

Managing Custom Fields

Organization administrators can add, edit, and configure custom fields through the Manage Custom Fields administration page.