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Membership Application Custom Fields

Updated

Add a Custom Field

  1. On any 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 want 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.
  2. Click Continue.
  3. Click Save & Exit. If you have many custom fields, you can create section headers to organize them.

Add a Custom Field to the Membership Application

  1. Once the Custom Field has been created using the steps above, select the Setup module on the left-hand menu.
  2. In the Member Options section, click Setup Membership Application. 
  1. Select the Custom Fields tab. The Member Custom Fields that you have created will be displayed.

  1. Use the dropdown menu for each custom field to select if it should be Required, Optional, or Hidden.

  1. Click Save. Your custom field can be found in Step 2: Additional Info of the Online Membership Application. 

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