Custom fields let you store additional information on your members. This can be things like their license plate numbers, allergies, or the industry they work in.
Setting Up Custom Fields
Go to Setup » Custom Fields » + Add Field. You can choose to populate your field as either a text box or drop-down.
TEXT FIELD: This allows you to write anything in the answer field.
DROP-DOWN: This allows you to add fixed options you can later select from a drop down. Enter one per line, like so:
Under each new custom field you add, you will see a check box called "Show on member page in admin section".
Only check this if you want this field to show in your members profile card under Manage » Members » click on members name.
If you do NOT check this box, you need to click into "+ Custom fields" to see the member data.
IMPORTANT NOTES
Your Signup Form already collects these basic details, so you do not need to add them again here:
Email
Company Name
Name
Address
You can activate the following additional fields to your Signup Form by going to Customize » Features » Signup, so you do not need to add these either:
Tax ID
Phone Number
Once you have all of your custom fields set up, you can now populate the info in your member profiles.
Adding Member Data to Custom Fields
Once set up, you can add information to your member's profile by going to Manage » Members » Click on the member name » + Custom Fields.
That's it! Easy.
IMPORTANT NOTES
Custom Fields are for internal use only and are NOT visible to your members, either on the Signup Form or in their Member Portal.
If you would like to collect extra data at the time of signup, then also add your custom fields as member questions. You can then manually add the information to the custom fields section of their member profile after they have registered.
Exporting Custom Field data
Once you have custom fields set up, they will automatically appear on your member csv export. Check out this guide to read more on that.
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