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Members - Custom Fields

Custom fields allow you to add fields to the member record that are not part of the base set of fields

Updated 6 days ago

Access configuration

  1. Go to the main Members+ screen

  2. Click the gear icon in the upper right and choose "Custom Fields"

Create new custom field

Once on the Custom Fields screen you will see a set of tabs across the top. These represent the sections of the member record. To add a new custom field do the following:

  1. Choose the section where you want to add the field

  2. Click the blue add button in the lower right

  3. Select the field type you want from the following options:

    1. Textbox – Allows users to enter text manually

    2. Dropdown – Presents a list of options; users can select one

    3. Checkboxes – Lets users select multiple options from a list

    4. Radio Buttons – Lets users select a single option from a list

  4. Enter the options if needed

  5. Click the "Save" button when done

How to view and update the fields

  • Viewing a member record

  • Editing a member record

  • Exporting member data to Excel

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