How to Use Custom Fields

If there is a data value that does not currently exist in UNITE you can create a custom field to track this information.

First, navigate to Membership and under the Organizations folder find, Organizations ( ).  

Select the Organization, by clicking on the Card, to open up the organization in full page and navigate to the Manage Roster Change Log Tab (Note: If you set your Custom Field at the District Council level all Local Unions will have access to this custom field as well)

Select the + button to add a new custom field. Enter a Field Description and Type and save the custom field

Once the custom field is saved you can navigate to the Membership>Roster to begin entering these fields for members.

Search for the Member in the roster and click on the Card to expand the display and select the Custom Fields Tab

Once saved, the custom field will be added on the member’s record. You can then use these custom fields when creating a Distribution List to search for members with a particular Custom Field. 

How to Video