Add custom fields to membership recordsLast updated on 09/09/2022
Add a custom field
If your membership workflow includes specialized information like billing or promotional codes, you can add a custom field to your membership records that can also be included in reports.
Go to the navigation bar and click Settings
. In the side panel, click Operations > Custom Fields.
On the Custom Fields screen, click Add.
Enter a name in the Name field.
Select Customer Membership Record. Note: To include the field on customer-facing membership estimates and invoices generated in the office, select Display on Office Membership Estimates and Invoices.
From the Type dropdown, select the information you want the field to include:
Text—Letters, numbers, and symbols
Dropdown—A list of items to select from:
Enter the first item in the list in the Option 1 field.
Click Click to add option to add another field.
Click and drag the arrows on the side of a field to change the list order.
Click Remove next to a field to delete it from the list.
Numeric—Numbers only
Click Save. The new field now appears on the Edit Membership screen.
Important note: Some features may not be currently included in your account and additional configuration may be required. Please contact technical support for details.