New Horizon Experience. This article describes the New Horizon Experience. In the Horizon WebRef mobile apps for Android and iOS, New Horizon is already what you see. On a computer or laptop, choose Try the New Horizon Experience from the banner or your account menu. You can switch back from that menu any time.

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This article covers Custom Profile Fields in HorizonWebRef - the organization administration page where you create and maintain extra profile questions members answer on their Personal Profile.

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It is for organization administrators who manage custom profile data for the association. Use it when you need to add, edit, reorder, or retire custom fields. Members answering those fields do so on Personal Profile, not on this admin page.

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Both layouts are in use right now. In the Horizon WebRef mobile apps for Android and iOS you see the New Horizon Experience. On a computer or laptop, the older legacy layout stays until you choose Try the New Horizon Experience from the banner or your account menu. Match the steps to the screen in front of you. When a control or rule exists on only one layout, this article says so. The steps below start with the New Horizon Experience in the apps, then cover that older desktop or laptop layout.

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Sign in to HorizonWebRef and open Custom Profile Fields from Settings (Profile Fields) or Admin Forms. You need permission to view custom fields for your organization.

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If your organization has not defined any fields yet, use Manage Fields to create them. After fields exist, the page shows summary tiles and a list of officials with their answers.

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On a large screen and on a phone, each official appears as a card you can expand to review answers. Cards start collapsed so you can scan the list quickly, then open only the people you need. Summary tiles at the top show how many fields you have, how many officials have at least one answer, how many required answers are still blank, and how many answers are expired.

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Use search to find someone by name. Open Filters to narrow by field, answered or blank status, expired answers, or a value that contains or equals text you type. Choose Apply Filters to refresh the list, or clear filters to start over. Load more appears when there are additional officials to show.

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If you have settings permission, you can edit answers for fields that allow administrator editing. Choose the pencil icon, enter the value, and save. You can also delete a stored answer when that action is allowed for the field.

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Officials may still update fields that are marked for them to edit from their own profile. This page is the organization view for reviewing and administering responses.

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Choose Manage Fields to add, edit, or remove the questions themselves. You can set the label, type (text, checkbox, dropdown, or date), who can edit, whether the field is required, dropdown options, and optional auto-expire rules.

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Deleting a field also removes all stored answers for that field. Confirm carefully before you delete.

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From Utilities, Print opens a printable copy in a new window (when your device supports it). Export offers two CSV layouts: one row per answer (classic), or one row per official with a column for each field.

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Choose Sync to Contact Group when you want everyone who answered a field a certain way added to a contact group (for example, everyone who selected Level 2, or everyone with a date on or before a cutoff). Pick the field, the match condition, and the destination group, then choose Preview matches.

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The preview shows how many people match, how many would be added, and how many would be removed. From there you can cancel, Add matching (adds people who match and are not already in the group), or Full sync (also removes group members who no longer match). You must preview before you can add or run a full sync.

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Match conditions include equals, contains, is one of, is checked, and comparisons (less than, less than or equal to, greater than, greater than or equal to). Comparison conditions try to read the answer and your match value as numbers or dates - useful for numeric text answers, numeric dropdown options, checkbox values that are numbers, and date fields.

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Always review the preview counts before you run a full sync.

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On a computer or laptop, Custom Profile Fields shows a wide table listing each member, each field, and their Response. Use the utilities menu for Print, Export (spreadsheet), or Manage Custom Profile Fields to add or edit field definitions. Click a response to edit it, then save. Administrators may delete a response from the Actions column.

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Filters and summary counts are not on this older page. You scroll the full table or export a spreadsheet when you need to review many answers.

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Field definitions, encrypted answers, expire dates, and administrator delete are the same on both layouts. Search, filters, summary tiles, CSV export choices, and Sync to Contact Group belong to the New Horizon Experience in the apps.