Member Profile Custom Fields
You can add custom fields and display extra information about members in their profiles as required. This also allows analysts to collect any information about your members, and save it to their profiles. You can create custom field types such as text boxes, multi-select, single-select, date, phone number, and other fields in Field Management.
Before you Start
Ensure that you have the View and Create/Update permissions for the Custom Fields module.
Create a Member Profile Custom Field
To create a custom field for the member profile, follow these steps:
Go to Settings > Field Settings > Custom Fields > Member Profile.
Click Create and use the following information:
Field Name: Enter the name of the field. For example, IP Address.
Field Description: Enter a description for the field. Members can view this description when they hover over the info icon while updating their profile.
Field Type: Select a field type. For example, Text.
Turn on the Mandatory toggle to make the field mandatory for members. Mandatory fields are visible under the primary details section, and non-mandatory fields are shown in the additional details section.
To create the field, click Create.
When the admin or the member admin adds a new member to Collaborate, the custom field created for the member profile is shown in the User Details or Additional Details of the Add Member form. Mandatory fields will be visible under the respective sections or specifically, the user details section, and non-mandatory fields will be a part of the additional details section.
Edit Member Profile Custom Field
To edit a custom field, follow these steps:
Hover over the field you want to modify, click the vertical ellipsis, and click Edit.
Make required changes to the field name, description, and mandatory or non-mandatory preference.
Activate the field using Active/Inactive after making changes and click Update.
Search and Filter Member Profile Custom Fields
You can search and filter custom fields from the list. You can directly search using a keyword or filter by parameters such as field status (active, inactive) and field type.