Members360° defines several fields for members that you can use right away. Any additional fields that you need can be created as custom fields (see Creating custom profile fields) or contact info fields (see Contact information fields).
Each field applies to Individuals, Organizations, or both. For example, "First Name" applies only to Individual types, and "Organization Name" applies only to Organization types. This means that you will not see name fields when adding a new organization, nor will you see the Organization Name field when adding an individual. (See Individual and organization members for more information on individual and organization types.)
Here are the generic fields we provide, along with what type of member each applies to.
|
Generic Field Name |
Description |
Applies to |
|
Prefix |
Mr. / Mrs. / Dr. / etc. |
Individuals |
|
First Name |
Person's first name |
Individuals |
|
Middle Name |
Person's middle name or initial |
Individuals |
|
Last Name |
Person's last name |
Individuals |
|
Suffix |
Jr. / III / etc. |
Individuals |
|
Degree |
Degree or professional designation. PhD, CAE, etc. |
Individuals |
|
Personal Image |
Photo or other digital picture of member (displays in 360 as well as in front-end participation group pages) |
Individuals |
|
Login |
Username for person to log in and access member portal and other login-restricted content |
Individuals |
|
Password |
Password for person to log in and access member portal and other login-restricted content |
|
|
Organization Name |
Name of organization, association, company, etc. |
Organizations |
|
Member ID |
Unique identifying number for member |
both |
|
Active status |
Tells whether member is active or inactive with association |
both |
In addition, there are several fields relating to membership that are not directly edited, but rather are generated or calculated automatically in Members360°. All these fields depend on the Membership history listed under the Membership tab of a member's record (see Member history). These fields include the following:
|
Membership Field Name |
Description |
How to change |
|
Member Type |
The current member type of the person (that is, the member type corresponding to the current member period) |
Edit the current membership item so that the member type for their current member period is the type desired |
|
Start Date |
The start date of the current membership period |
Edit the current membership item under the person's Membership tab and change the start date |
|
End Date |
The end date of the current membership period |
Edit the current membership item under the person's Membership tab and change the end date |
|
Member Since Date |
The earliest start date for all the member's recorded member periods |
Edit the oldest membership item for the member and change the start date |
|
Member Thru Date |
The latest end date for all the member's recorded member period |
Edit the newest membership item (even if it's in the future) for the member and change the end date |
|
Paid Thru Date |
The latest end date with an attached invoice for all the member's recorded member period |
Record an invoice and payment for the person's latest member period, or adjust the end date for the last paid member period |
Any additional fields you need to create beyond these will need to be created as custom profile fields.
You can define as many addresses, email addresses, web addresses, and phone numbers as you need. These fields are available to both individuals and organizations. See Contact information fields for more information.
An address is not a single field; it is a category of fields. Each address contains the following fields:
Line 1
Line 2
Line 3
City
State
ZIP Code
Country
Country Code