Create a Field Section

Field sections are used to assemble and record information collected about an individual within the member records. They work with Custom Fields, which are added to a specific Field Section - see more information on how to create a Custom Field > 

The system default field sections are:

• Personal Details: personal information about the member i.e. first name, surname and date of birth
• Member Details: information unique to the member about their membership i.e. member number and join date
• Contact Details: member contact telephone numbers, emails and addresses
• Financial Details: unique payment reference numbers and payment plan management fields i.e. payment gateway CRNs
• Communication Details: preferred method to receive communications and default system email templates
• Golf Details: unique Golf ID and handicapping information

Example: The club wants to collect member interests and preferences. A Field Section named Interests is created. Custom fields are then added to this section to input data such as Football or other Sporting Club Supporter or Preferred Wine.

Create a new Field Section

• Navigate to Configuration and select Field Sections under the Members section
• Click the +Field Section button
• Enter the new Field Section parameters:
  • Name: this populates on the tab in the member record and in Smart Search criteria build options
  • Search Category: where the information in the custom fields assigned to the Field Section will be available in the Smart Search critera build options
• Click the Save button. This action creates the new Field Section