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== |
− | * | + | *Are viewed on each member's record. |
− | viewed on each | + | *Are included as fields on a custom report. |
− | * | + | *Are included in the download from a custom report. |
− | included as fields on a custom report | + | *Are used to filter the records in the Members module. |
− | * | + | *Are included on the Membership Application |
− | included in the download from a custom report | + | *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) |
− | 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 | ||
− | * | ||
− | made available to members to view and/or modify within the Member Information Center (v4 only) | ||
− | * | ||
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− | Additional custom fields may also be created to use on individual representatives, event registrations and within your groups | ||
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− | + | ==Custom Field Types== | |
− | + | '''Text:''' Displays a field where text can be entered. Maximum size: 8000 characters | |
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− | + | '''Boolean (True/False):''' Displays a check box that can be selected or cleared. | |
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− | Figure 1-26b Click and drag the field to the desired location | + | '''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 |
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− | Click Save & Exit. | + | '''Number - Integer:''' Displays a field where whole numbers may be entered. Maximum size: 10 whole numbers |
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+ | '''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. | ||
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+ | ==Add a Custom Field== | ||
+ | #In the '''Members''' module, select a member's '''General''' tab. | ||
+ | #Click '''Add/Edit Custom Fields''' in the '''Custom Fields''' area. | ||
+ | #:[[File:Custom Field 2020.jpg|600px|center]] | ||
+ | #Click '''Add a Field''' | ||
+ | #:[[File:MemberManagement.1.26.1.jpg]] | ||
+ | #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 your selections. | ||
+ | #Click '''Continue'''. | ||
+ | #Click '''Save & Exit'''. | ||
+ | |||
+ | ==Edit a Custom Field== | ||
+ | |||
+ | #On the member's '''General''' tab, expand the '''Custom Fields''' section if needed. | ||
+ | #:[[File:Edit custom fields 1.jpg|600px|center]] | ||
+ | #Click the '''Add/Edit Custom Fields''' link. | ||
+ | #:[[File:Edit custom fields 2.jpg|400px|center]] | ||
+ | #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. | ||
+ | #Click '''Save & Exit''' | ||
+ | |||
+ | ==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. | ||
+ | </ol> | ||
+ | |||
+ | ==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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+ | [[File:MemberManagement.1.26.3.jpg]] | ||
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+ | '''Figure 1-26b''' Click and drag the field to the desired location | ||
+ | |||
+ | <li>Click Save & Exit.</li> | ||
+ | </ol> |
Latest revision as of 20:57, 13 March 2020
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.
- 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
- In the Members module, select a member's General tab.
- Click Add/Edit Custom Fields in the Custom Fields area.
- Click Add a Field
- 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 your selections.
- Click Continue.
- Click Save & Exit.
Edit a Custom Field
- On the member's General tab, expand the Custom Fields section if needed.
- Click the Add/Edit Custom Fields link.
- 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.
- Click Save & Exit
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.
Rename a Custom Field
- 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.