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Create Custom User Keywords

You can create your own custom fields called "user keywords".

  1. On the File menu, click Keywords. Under Student/Parent/Guardian/Personnel Keywords, click an unused user keyword, indicated by User KW #.
  2. Enter a name for the keyword. This displays as the field name on records.
  3. Select the Formation checkbox to display the keyword in Formation Office. If you don't select this option, the keyword won't display.
  4. Select which types to use the keyword for.
    • Students—Display the keyword as a field in all students' Personal window.
    • Parents—Display the keyword as a field in all parents'/guardians' Personal window.
    • Personnel—Display the keyword as a field in all personnel's Primary Information window.
  5. Enter any descriptions you want for the keyword list. These display as options for the field on records.
  6. Click Save/OK.

Watch & Learn

Learn to add up to 11 program fields to track the information you need on member and personnel records. 4 min 38 sec

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