Custom field groups

Custom field groups

Custom fields allow you to store information against members that there are no fields for. For example, if you wanted to store the date that a member's first direct debit started, you would use a custom field for it. You can assign one custom field group to each member.

Custom fields are grouped by custom field groups. Once you have added a group you can then add fields to it.



You can add the following custom field types:
  • Text
  • Date
  • Yes/No
  • Text Area
So in our example about you would add a "Date" field with "Direct Debit Starts" in the "Field Name".

The fields are ordered by the "Field Order" field when displaying on a member's profile page.

To assign a custom field group to a member, view their profile page and set the "Custom Field Group" option on the main details tab.

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