Custom fields is a functionality we developed to help you track different types of data important to your organization, such as demographics or other specific details you want to keep track of.
Note: For optimal reporting, it's important to type your custom field labels the same way each time, including paying attention to case sensitivity.
Where to find the Custom Fields section
At the bottom of member profiles in your Directory.
At the bottom of each lead profile in the CRM.
How to add custom fields
Go to the profile of the desired member or lead.
Click the "Edit" button on their profile.
Scroll down to the "Custom Fields" section.
Click "Add custom field."
Click "Save" when finished.
The custom fields you add to a lead will carry over should that individual be promoted to a member.
Note: You can create up to 20 custom fields per individual.
How to view reports on custom fields data
Go to the Reports tab and find the "Members" report.
Click "Download" and a report will be emailed to you.
The "Members" report will show tabs at the bottom for each of your campus reports, as well as tabs for custom fields for each campus.
The "Custom Fields" report tabs show the members' first name, last name, email, and each of the custom fields as separate columns.
Happy Coworking!