TormanoCustom fields let you track anything Tormano doesn’t include by default: donor segments, board roles, school grade level, account tier.
Where to manage them
Open Settings > Custom Fields and pick the record type: Contacts, Companies, Deals, or Activities on the Business edition; Contacts, Donations, or Activities on the Nonprofit edition. Click + Add Field. Each record type holds up to 50 custom fields.
Field types
Tormano supports nine field types:
- Text: one line, up to 10,000 characters
- Number: whole or decimal
- Date: with a calendar picker
- Yes/No: a checkbox
- Dropdown (single): one option from a list you define
- Dropdown (multi): several options from a list you define
- Link: checked as a web address
- Email: checked as an email address
- Phone: checked as a phone number
Limit a field to a program
On the Nonprofit edition you can limit a field to one program tag, so it only appears on the records in that program. Set Limit to program to the tag you want. A Field Trip Permit field, for instance, can appear only on the contacts in your After-School Program.
Who sees which field
Settings > Field Permissions controls who can see and edit each custom field, by role. A field someone can’t see doesn’t appear for them in forms, lists, or exports.
Reordering and editing
Drag fields up and down to reorder them on forms. Edit any field to rename it, change its options, or change who sees it. Once a field holds data you can only change its type to a compatible one: text to text works, number to date does not.