Can I add custom fields to my presentation guestbook?

Company Administrators have the ability to create and enable up to 10 custom field labels and may allow authors to override the label on those custom fields as well.

Once the fields have been designated, the field names should not be changed at an Administration level using the Update ALL option, unless the integrity of the data collected for that custom field is not an issue.

For example: If your custom field 1 is State, and while a presentation is active and being viewed, field 1 is changed to City, data collected will change in the middle of the report.  This means the first part of the data collected for a presentation will have the state information in the custom 1 field, and the latter part of the report will have city information in the custom 1 column. 

To apply custom fields:

1. Select your profile, then click Administration
2. In the Company card, select Presentation Settings, then select Guestbook Options
3. Select the checkboxes under the Enabled column for Custom 1-10
4. Enter a Field Label for each field name enabled
5. Select the checkbox "Update ALL existing presentation guestbooks."
   
   • If authors have the ability to edit their own Guestbooks, this will override those changes.
6. Select Submit

To change the custom field labels:

1. Follow steps 1-3 above
2. Enter new text for each textbox under the Field Label column
3. Select the checkbox 'Update ALL existing presentation guestbooks."
   • If authors have the ability to edit their own Guestbooks, this will override those changes
4. Select Submit

To make a customized dropdown list for a Field Name:

1. Select your profile, then click Administration
2. In the Company card, select Presentation Settings, then select Guestbook Options
3. Select the "Choose from list" checkbox for the appropriate field name
4. Enter text to appear in dropdown separated by semi-colons (;)
5. Select the checkbox 'Update ALL existing presentation guestbooks."
   • If authors have the ability to edit their own Guestbooks, this will override those changes
6. Select Submit

To allow authors to override the custom guestbook field labels per presentation:

1. Select your profile, then click Administration
2. In the Company card, select Presentation Settings, then select Guestbook Options
3. Select the checkbox "Allow authors to override custom guestbook fields."
4. Select Submit

For more information, please view our guide to getting the most out of your guestbook.

If you need additional assistance, please contact Support.