Creating Custom Cards and Fields

TE Recruit gives you the ability to create unlimited custom fields for People, Company, and Job records.

Custom fields can be created in the following formats: text, date, drop-down, multi-select, numeric, or text block. Most of these custom field types are directly searchable, with the exception of text block fields.

Note: These are always manual entry fields (will not be parsed) and you must have the proper permissions in order to create custom fields for your agency.

To create a custom card:

• Expand the Sidebar in the top right corner of the software and click on the Settings icon 
• Click to expand the My Agency section and then select Manage Custom Fields

• Select the Record Type you wish to create the custom field(s) for, from the corresponding drop-down menu

• If you wish to create an entirely new card, click the Add a New Card button at the bottom
  • If you have existing custom cards, you may need to scroll to the bottom of the page to see this button

• Give your new card a Title and click the Save button once complete

To create a custom field:

• Click the +Add Field link in the bottom right corner of the appropriate card

• Enter a Field Label - this label will be displayed on the Datasheet as the field name
• Choose the appropriate Field Type from the drop-down and add any appropriate Options if necessary
• Click the Save button once complete

• Continue to repeat these steps to add any additional fields/cards as necessary

Click here to learn more about editing or deleting custom cards/fields