What is the difference between "Profile Tags" and "Custom Fields" in the database?
The Pro plan only offers Profile Tags as a way to customize your database.
- You cannot import profile tags but can only assign them during the import process or once profiles are in your database.
- A profile tag can be anything you need it to be. It is simply a string of text to track a custom data point.
Profile tags are visible to admins only!
Common examples of the use case for profile tags:
- Active, Inactive, Archived
- Group labels
- Tags for reporting purposes
- Communications lists
- T-shirt sizes
- Demographic breakdowns (Adults, Minors, etc.)
Profile tags have two main benefits:
- Grouping people by a label for communication and reporting purposes.
- Using the advanced reservation restriction option when publishing shifts. Learn more
The Enterprise plan offers Profile Tags and Custom Fields as a way to customize your database.
- You can create unlimited custom fields and choose the field type/format for each field to keep your database organized and dynamic (i.e. text, date, dropdown, number, etc.).
- You can import custom field values in the Mass import process.
Custom fields are visible to admins only!
Common examples of the use case for custom fields and their respective field types:
- Active Status (Single selection)
- Date Started (Date)
- Date Ended (Date)
- Training Completion (True, False)
- T-shirt size (Single selection)
- Race/Ethnicity (General or Single selection)
- Document storage (Attachment)
- Meal Preference (Single selection or Multi selection)
Custom fields have two main benefits:
- Importing custom data into your database to ensure you are tracking all the data you need for communication and reports!
- Having better and more organized reports when exporting data.
Related Articles
What are the custom Schedule & Hour Claims settings when creating an opportunity?
When creating or editing an opportunity, there are many settings to configure in order to enable certain processes that aren't necessarily working as you'd like by default. Here are some definitions of those settings: Limit user access to view and/or ...How should I format my fields to successfully upload them to my database?
You can use the format below for each type of field to ensure a successful import. There is a template that you can download attached to this article. Please note that you can only create and import custom fields using the Enterprise plan. Title Type ...How can I mass assign tags from the database?
1. Go to the Database 2. Select one or more volunteer records 3. Click on the black down arrow next to the right of "# records selected" 4. Click on Assign tags Tags are useful for classifying your volunteer list however you would like to! A ...Should I segment profile lists before mass importing them into my database?
It is important to understand that for each import, you can perform Bulk Actions on profiles listed in the spreadsheet. If you want to assign user profiles various profile tags, opportunities, sequences or shifts during the import process, you must ...I created a Vome User account and was then invited by an organization to claim my profile. What do I do?
If you've already created a Vome User account before an organization sent you an invitation to claim your profile and join their portal, you can still accept the invitation! Simply follow these steps: 1. Logout of your account 2. Log back in to your ...