How To Setup Custom Fields

//How To Setup Custom Fields
  1. Home
  2. Docs
  3. Setting Up Your Membership Club
  4. How To Setup Custom Fields

How To Setup Custom Fields

By default Membership Integrity System allows you to capture common data fields for your members, like barcode, first name, address, birth date, etc. We know that not all membership clubs are alike and may require capturing fields that are personal to your business. This is the reason why we created the ability for you to add as many custom fields as needed.

Before you start capturing data for these custom fields, you will have to set them up in the system. The article will show you how to do this.

To add a custom field:

  1. Go to the Settings – Custom Fields Menu
  2. Click the [+] button to add a new custom field.
  3. Fill out the custom field form.
    • Name:   Enter the name for the custom field. (Required).
    • Type:  Choose the custom field type from the drop down (Required).
      • Text Box: Selecting this will all the value to be a free text box.
      • Date Box: This make the field a date selector.
      • Drop Down List: This will be a drop down list with the options loaded for selection.
      • Email: This will require a valid email to be entered.
      • Member Select: This will allow you to select an existing member like if wanting to track referrals.
    • Options: If you selected Drop Down List as the type, you will add the values that will be loaded in the drop down. (Scenario)
  4. Click the Save button.

To edit an existing custom field:

  1. Go To Settings – Custom Fields Menu
  2. Click the Edit link next to the custom field you want to edit.
  3. Make your changes and press the Save button.

To delete an existing custom field:

  1. Go To Settings – Custom Fields Menu
  2. Click the Edit link next to the custom field you want to delete.
  3. Click the Delete button.
  4. Confirm that you want to delete.
Was this article helpful to you? Yes No