Member Custom Fields

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 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 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

1. In the Members module, select a member's General tab.
2. Click Add/Edit Custom Fields in the Custom Fields area.

   

3. Click Add a Field

   

4. Type desired field name (maximum characters: 128)
5. Click the Data Type arrow.
6. 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 your selections.

7. Click Continue.
8. Click Save & Exit.

Edit a Custom Field

1. On the member's General tab, expand the Custom Fields section if needed.

   

2. Click the Add/Edit Custom Fields link.

   

3. Make desired changes:
   • To change the name of the custom field, simply type the new name into the Field Name text box.
   • To change items in a drop-down list, click the edit items link. This option is only displayed when the custom field is of type drop-down list.
   • Enable or Disable the MIC Search option.
   • Change the visibility of the field in the MIC. Select Disabled if you do not wish to display this field in the MIC.
4. Click Save & Exit

Remove a Custom Field

1. On the General tab, click Add/Edit Custom Fields in the Custom Fields area.
2. Click to select 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: All data in the custom field will be deleted.

Rename a Custom Field

1. On the General tab, click Add/Edit Custom Fields in the Custom Fields area.
2. Click in the text of the Field Name.
3. Make the desired field name change.
4. Click Save & Exit.

Change the Sort Order for Custom Field Display

1. On the General tab, click Add/Edit Custom Fields in the Custom Fields area.
2. Click and drag the field to the desired location.
Figure 1-26b Click and drag the field to the desired location
3. Click Save & Exit.