WARNING: This article is intended for use during your database conversion. If you are not currently converting your legacy database to Bloomerang, please select a different article from the knowledgebase. 

Steps:

  1. Click Gear icon 
  2. Under Custom Fields, Click on Constituent
    • Verify the Categories are correct
    • Verify the Fields are correct
    • Verify the Field Types are correct
    • Verify the Values are correct
  3. Open a Test Constituent that you expect will have Constituent Custom Fields on their record
  4. Click on their Profile Tab
    • Scroll to the bottom of their record
      • Every record will display all of the possible Custom Fields
    • Verify the relevant custom fields are populated for this Constituent

If anything is incorrect, record the information to the Revisions Needed List. Use specific examples (ID, examples of what is incorrect) and record what should be present in the record.