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SettingsCustom Fields

Custom Fields

Add custom fields to capture additional member information.

Adding a Custom Field

  1. Go to Settings → Custom Fields
  2. Click Add Field
  3. Configure the field:
    • Name - The label shown on forms
    • Type - Text, Number, Date, Select, etc.
    • Required - Whether the field must be filled in
  4. Click Save

Field Types

TypeDescriptionExample
TextSingle line of textBadge Number
TextareaMultiple lines of textNotes
NumberNumeric valuesYears of Service
DateDate pickerCertification Date
SelectDropdown optionsShift (Day/Night/Swing)
CheckboxYes/No toggleUnion Steward

Select Options

For Select fields, you’ll need to define the available options:

  1. After selecting “Select” as the type
  2. Add each option in the Options field
  3. One option per line

Editing Custom Fields

  1. Find the field in the list
  2. Click Edit
  3. Make your changes
  4. 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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