Adding or modifying a membership custom field

  1. Select Settings > Memberships > Manage Membership Custom Fields. The Manage Membership Custom Fields page is displayed.
  2. Click New. The Edit Custom Field page is displayed.
    Note: 
    • You can modify an existing custom field (except Field Type), using the Edit option corresponding to the definition of the custom field.
    • You can view a custom field in the existing reports and hide the custom field in the page layout, using the Deactivate option corresponding to the definition of the custom field.
  3. Specify this information in the Edit Custom Field section:
    Field Type
    The type of the field based on which the field is created.
    Note: 
    • Additional fields are displayed based on the value selected in this field.
    • If you select the Pick List option and add option(s) to the List Options field, you can deactivate the option(s), using the Deactivate option.
    Label
    The name of the custom field.
    Locked
    Select this check box to mandate the inclusion of the custom field in the page layout.
    Required For All
    Select this check box to mandate the use of custom field for all divisions.
    Note: The custom field is made mandatory for all divisions, when the custom field is added to the page layout of that division.
    Required For Divisions
    The division(s) for which the custom field is required.
    Note: This field is displayed, only if the Required For All check box is cleared.
    Required In Portals
    Select this check box to mandate the use of the custom field in the portals for all divisions.
    Required In Portals For Divisions
    The division(s) for which the custom field is required in portals.
    Note: This field is displayed, only if the Required In Portals check box is cleared.
    Searchable
    Select this check box to ensure that the value of the custom field can be searched.
    Note: This check box is displayed, only if the value in the Field Type field is set to Auto Number, Text, or Text Area.
    Write Once
    Select this check box to permanently save the value when specified for the first time.
    Note: This check box is displayed, only if the value in the Field Type field is set to Currency, Date, Decimal Number, Whole Number, Percent, Pick List, Related Pick List, Multi Pick List, Text, Text Area, Time, or URL.
    Help Text
    A description for the custom field.
  4. Copy the required field reference from the Field Values section to:
    • The Formula section for creating a formula for the custom field.
      Note: You can create a formula, only if the value of the Field Type is set to Formula.
    • The Initializing Field Value section to set a default value.
      Note: You can set a default value, only if you select Date, Decimal Number, Whole Number, Percent, Text, Text Area, Time, or URL in the Field Type field. The default value can be modified.
    Note: You can copy only one field reference at a time.
  5. Click Save.