How to Create a Field Section

Modified on Tue, 30 Jul at 10:45 AM

Field sections are used to assemble information collected for each individual in the database. They work with Custom Fields inputs, which are added to a specific Field Section. The default field sections are Personal, Membership and Contact Details.


Example: The club wants to collect member interests and preferences for marketing purposes. A Field Section named Interests is created. Custom fields are then added to this section to input data such as Preferred Ball Brand or Preferred Wine.



Quick Guide


Step 1 - Navigate to Configuration Menu and select Field Sections

Step 2 - Click +Field Section button
Step 3 - Enter name and search category and then click Save 



Step by Step Guide 


Step 1 - Navigate to Configuration and select Field Sections under the Members heading



Step 2 - In the Manage Field Section screen click the +Field Section button



Step 3 - In the Create Field Section screen enter a name and search category details, then click Save.


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