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Manage Member Custom Fields

Updated

Custom Fields are designed to give ultimate flexibility in managing your data. When adding a custom field, you will create a database field that is available across all member records for tracking additional desired information. Custom Member fields are used in the following manner:

  • Are viewed on each member's record.
  • Are included as fields on a custom report.
  • Are included in the download from a custom report.
  • Are used to filter the records in the Members module.
  • Are included in the Membership Application
  • Are made available to members to view and/or modify within the Member Information Center (v4 only)
  • It May be included as a search filter within the member directory within the Member Information Center (v4 only)

Note: Additional custom fields may also be created to use for individual representatives, event registrations, and within your groups.

Custom Field Types

  • Text: Displays a field where text can be entered. Maximum size: 8000 characters
  • Boolean (True/False): Displays a check box that can be selected or cleared.
  • Date/Time: Displays a field where a date can be entered in many formats i.e. 9-7-06, 9-7-06, Sep 7 2006, Sep 7 06, 9/7/06 but once saved, will always display in the following format: 09/07/2006
  • Number - Integer: Displays a field where whole numbers may be entered. Maximum size: 10 whole numbers
  • Number - Decimal: Displays a field where numbers with up to 2 decimal values may be entered. Maximum size: 14 whole numbers, 2 decimal values
  • Drop Down List: Displays your designated list of options that may be selected.
  1. On the member's General tab click Add/Edit Custom Fields in the Custom Fields area.

  1. Click Add a Field.

  1. In the New Custom Field window, enter the desired Field Name (Maximum characters: 128).

  1. Select how you would like to collect the data using the Data Type dropdown menu.

    • If the selected data type is Text, enter the desired Text Size.
    • If the selected data type is Drop Down List, enter the desired list of items.
  1. Click Continue.
  2. Click Save & Exit. If you have a large number of custom fields, you can then create section headers to organize them.
  1. On the member's General tab, click Add/Edit Custom Fields in the Custom Fields area.
  2. Click the check box at the end of the row of the Field Name that you wish to remove.
  3. Click Remove Selected Fields.
  4. Click Save & Exit.

NOTE: Removing a custom field will also remove all data collected from that custom field. Use caution when deleting custom fields.

  1. On the member's General tab, click Add/Edit Custom Fields in the Custom Fields area.
  2. Click on the text of the Field Name.
  3. Make the desired field name change.
  4. Click Save & Exit.
  1. On the member's General tab, click Add/Edit Custom Fields in the Custom Fields area.
  2. Click and drag the field to the desired location.
  3. Click Save & Exit. 

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