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Custom Participant Data

Custom Participant Data

Owned by Dakota Martin
Last updated: Mar 21, 2024

If you have information that you would like to record against a contact that is not part of the standard contact information you can create a custom data field that you and your staff can fill in.

These work best when using a specific bit of information that you want to record.

Examples of good use of a custom data field to record details would be:

  • recording registration or license details (driver license number, Student ID)

  • number of dependent children

  • date of registration

See Participant Custom Data Overview in Actionstep Help Center

 

 

Hands-on

Hands-on

  • Add a number-type custom data field called “Clearance Level” to the Management Executive” participant type. (created in the previous hands-on)

 

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