Customizable People Metadata fields make Fundstack exceptionally adaptable. You can configure different Person Types fit with relevant metadata fields to accommodate all of your team's workflows. Read more about creating and managing Person Types here.

People Metadata is managed under Person Types on the Admin panel. 

Creating People Metadata

Your account comes with a Default Person Type with no custom fields preinstalled.

To add custom fields, simply click the 'Add Custom Field' button. You'll be prompted to name the Custom Field and select the field type. You can select from a variety of Custom Field types, some (such as Dropdown) require extra configuration. 

Managing People Metadata

You can add data to your Metadata Fields from People record pages. Make sure the contact is set to the correct Person Type so that the relevant fields are available. 

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