Custom Fields
Add custom fields to capture additional member information.
Adding a Custom Field
- Go to Settings → Custom Fields
- Click Add Field
- Configure the field:
- Name - The label shown on forms
- Type - Text, Number, Date, Select, etc.
- Required - Whether the field must be filled in
- Click Save
Field Types
| Type | Description | Example |
|---|---|---|
| Text | Single line of text | Badge Number |
| Textarea | Multiple lines of text | Notes |
| Number | Numeric values | Years of Service |
| Date | Date picker | Certification Date |
| Select | Dropdown options | Shift (Day/Night/Swing) |
| Checkbox | Yes/No toggle | Union Steward |
Select Options
For Select fields, you’ll need to define the available options:
- After selecting “Select” as the type
- Add each option in the Options field
- One option per line
Editing Custom Fields
- Find the field in the list
- Click Edit
- Make your changes
- Click Save
Changing a field type may affect existing data. For example, changing from Text to Number will clear any non-numeric values.
Using Custom Fields
Custom fields appear in:
- Member creation form
- Member edit form
- Member profile
- CSV import/export
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