Difference between revisions of "Member Custom Fields"
Line 33: | Line 33: | ||
<li>Click the Data Type arrow.</li> | <li>Click the Data Type arrow.</li> | ||
<li>Click the desired data type.</li> | <li>Click the desired data type.</li> | ||
− | <ol> | + | <ol type="a"> |
<li>If the selected data type is Text, type the desired Text Size.</li> | <li>If the selected data type is Text, type the desired Text Size.</li> | ||
<li>If the selected data type is Drop Down List, enter the desired list of items.</li> | <li>If the selected data type is Drop Down List, enter the desired list of items.</li> |
Revision as of 17:34, 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
- 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.
- Included on the Membership Application
- Are 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.