Difference between revisions of "Member Custom Fields"
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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 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 | + | ==Custom Member Fields== |
− | * | + | *viewed on each members’ record |
− | viewed on each members’ record | + | *included as fields on a custom report |
− | * | + | *included in the download from a custom report |
− | included as fields on a custom report | + | *used to filter the records in the Members module |
− | * | + | *included on the Membership Application |
− | included in the download from a custom report | + | *made available to members to view and/or modify within the Member Information Center (v4 only) |
− | * | + | *may be included as a search filter within the member directory within the Member Information Center (v4 only) |
− | used to filter the records in the Members module | + | '''Note:''' Additional custom fields may also be created to use on individual representatives, event registrations and within your groups. |
− | * | + | |
− | included on the Membership Application | + | ==Custom Field Types== |
− | * | + | '''Text:''' Displays a field where text can be entered. Maximum size: 8000 characters |
− | made available to members to view and/or modify within the Member Information Center (v4 only) | + | '''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 |
− | may be included as a search filter within the member directory within the Member Information Center (v4 only) | + | '''Number - Integer:''' Displays a field where whole numbers may be entered. Maximum size: 10 whole numbers |
− | Additional custom fields may also be created to use on individual representatives, event registrations and within your groups. | + | '''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. | |
− | 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. | + | ==Add a Custom Field== |
− | 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 | + | <ol> |
− | Number | + | <li>On the General tab, click Add/Edit Custom Fields in the Custom Fields area.</li> |
− | Number | + | <li>Click Add a Field.</li> |
− | Drop Down List: Displays your designated list of options that may be selected. | + | |
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− | Add a | ||
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− | On the General tab, click Add/Edit Custom Fields in the Custom Fields area | ||
− | |||
− | Click Add a Field. | ||
Figure 1-26 Add custom fields | Figure 1-26 Add custom fields | ||
− | + | <li>Type desired field name (maximum characters: 128)</li> | |
− | Type desired field name (maximum characters: 128) | + | <li>Click the Data Type arrow.</li> |
− | + | <li>Click the desired data type.</li> | |
− | Click the Data Type arrow. | + | <ol> |
− | + | <li>If the selected data type is Text, type the desired Text Size.</li> | |
− | Click the desired data type. | + | <li>If the selected data type is Drop Down List, enter the desired list of items.</li> |
− | + | </ol> | |
− | If the selected data type is Text, type the desired Text Size. | + | |
− | + | ||
− | If the selected data type is Drop Down List, enter the desired list of items. | + | |
+ | '''Figure 1-26a''' Sample Drop Down List custom field | ||
+ | |||
+ | <li>Click Continue.</li> | ||
+ | <li>Click Save & Exit.</li> | ||
+ | </ol> | ||
+ | |||
+ | ==Remove a custom field== | ||
+ | <ol> | ||
+ | <li>On the General tab, click Add/Edit Custom Fields in the Custom Fields area.</li> | ||
+ | <li>Click to select the check box at the end of the row of the Field Name that you wish to remove.</li> | ||
+ | <li>Click Remove Selected Fields.</li> | ||
+ | <li>Click Save & Exit.</li> | ||
+ | '''Note:''' All data in the custom field will be deleted. | ||
+ | |||
+ | ==Rename a custom field== | ||
+ | <ol> | ||
+ | <li>On the General tab, click Add/Edit Custom Fields in the Custom Fields area.</li> | ||
+ | <li>Click in the text of the Field Name.</li> | ||
+ | <li>Make the desired field name change.</li> | ||
+ | <li>Click Save & Exit.</li> | ||
+ | </ol> | ||
+ | |||
+ | ==Change the sort order for custom field display== | ||
+ | <ol> | ||
+ | <li>On the General tab, click Add/Edit Custom Fields in the Custom Fields area.</li> | ||
+ | <li>Click and drag the field to the desired location.</li> | ||
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− | Figure 1-26b Click and drag the field to the desired location | + | '''Figure 1-26b''' Click and drag the field to the desired location |
− | + | <li>Click Save & Exit.</li> | |
− | Click Save & Exit. | + | </ol> |
Revision as of 17:26, 29 May 2015
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.
Contents
Custom Member Fields
- viewed on each members’ record
- included as fields on a custom report
- included in the download from a custom report
- used to filter the records in the Members module
- included on the Membership Application
- made available to members to view and/or modify within the Member Information Center (v4 only)
- 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 on 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.
Add a Custom Field
- On the General tab, click Add/Edit Custom Fields in the Custom Fields area.
- Click Add a Field. Figure 1-26 Add custom fields
- Type desired field name (maximum characters: 128)
- Click the Data Type arrow.
- Click the desired data type.
- If the selected data type is Text, type the desired Text Size.
- If the selected data type is Drop Down List, enter the desired list of items.
- Click Continue.
- Click Save & Exit.
Figure 1-26a Sample Drop Down List custom field
Remove a custom field
- On the General tab, click Add/Edit Custom Fields in the Custom Fields area.
- Click to select the check box at the end of the row of the Field Name that you wish to remove.
- Click Remove Selected Fields.
- Click Save & Exit. Note: All data in the custom field will be deleted.
- On the General tab, click Add/Edit Custom Fields in the Custom Fields area.
- Click in the text of the Field Name.
- Make the desired field name change.
- Click Save & Exit.
- On the General tab, click Add/Edit Custom Fields in the Custom Fields area.
- Click and drag the field to the desired location. Figure 1-26b Click and drag the field to the desired location
- Click Save & Exit.