Custom Fields 

Custom Fields let you build out exactly what you need directly inside TROOP. You can create fields tailored to how your organization actually works. 

Think of a custom field as a specific "slot" for information that TROOP doesn't track by default. These fields allow you to store organization-specific data, like a Cost Center or a T-shirt size, so you can stop tracking these details in external spreadsheets.

Two Ways to Organize Your Data

TROOP separates information based on how long it stays relevant:

• Custom Profile Fields: These are for long-term details linked to a person’s work identity. This information lives in the People Directory and automatically carries across every meeting they attend.

  • Examples: Employee ID, Manager, Department, or Cost Center.

• Custom Preference Fields: These are for details that are reusable but might need to be updated depending on the specific event or travel needs. These appear in the People Directory and the Preferences section of a meeting.

  • Examples: Dietary notes, Seat preferences, or T-shirt size.

Why use them?

• Data that stays current: Attendee info is reusable across meetings, so you don't have to ask for the same details twice.

• Less manual tracking: Centralizing data in TROOP means fewer external files to manage.

• Better organization: Admins can keep field management consistent across the entire platform.

How to Set It Up

Follow these steps to get started:

1. Go to Admin: Locate the Custom Fields section on the top right of the navigation bar.

2. Name & Choose your type: Name your custom field and decide if your new field should be a Profile Field (identity-based) or a Preference Field (meeting-based).

3. Select the type of question: Choose between Short text, number, single-text, or multi-text. 

4. Activate: Save your changes. Active fields will now appear in the People Directory and within the attendee profile panels during meetings.