Exporting Custom Fields

We’ve been contacted by a number of clients who are making who are making extensive use of custom fields…far more extensive than we had anticipated. As a result, our clients are finding it difficult to retrieve this data in a useable format.

To help, we’ve added an “Export Fields” button on the view page. This feature will only appear for those individuals designated as an admin in the system, but we may make it available to everyone in the future.

Here’s a short video about the feature; we hope you find it helpful! Please contact us if you have any questions.