Create custom member fields

Create your own fields for the member profile, such as clothing size, keys or membership number. They appear in the profile, the import and as filters.

Web
Chöre›Chor›Mitglieder›···›Eigene Felder

This feature is only available on the web.

Permission required: Members – Create & edit members

What is this?

With Custom fields you add details to the member profile that your choir needs on top, such as clothing size, keys or a membership number. The fields apply to all members of this choir.

Custom fields appear:

  • in every member's profile under Custom fields
  • in Import Members as target fields
  • in the member list under More filters

How to create a custom field

  1. Click Ensembles in the sidebar, pick your choir and then Members.
  2. Open the ··· menu at the top right and choose Custom fields. Alternatively, click Manage fields in a member's profile.
  3. Click Add field.
  4. Enter the Field name and choose the Field type: Text, Number, Date, Yes/No or Select.
  5. For Select, enter the Choices.
  6. Tick Required field if needed. The member then can't be saved without a value.
  7. Click Add field.

Use the menu on a field to edit or delete it. When you delete it, all members' values in that field are lost.

Permission

Creating, changing and deleting fields: Create & edit members. Values can be entered by anyone who may edit the member, and by every member with Edit own data for themselves.

Tips

  • Create fields before the import, then you can match the columns directly.
  • Use Select instead of Text where there are fixed values. Then the filter works reliably.
  • Use required fields sparingly. Every required field must be filled in when a member is saved.

Frequently asked questions

Which field types are there?▾
Text, Number, Date, Yes/No and Select. For **Select** you define the choices yourself.
Who sees the values of custom fields?▾
Everyone who may edit the member, and everyone with **View sensitive data**. There is no separate visibility per field.
Are custom fields included in the import?▾
Yes. In **Import Members** you can match columns of your spreadsheet to custom fields, and the downloadable template contains them as columns.

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