in the Using Default Form column.
In the
example below, most of the listed types are using the default form, except
for Regular Member which is using its own
custom form.You can set up forms for people to use when joining or renewing dues through your Member Portal, and you can review anyone who has recently registered as a new member. To do either, navigate to Members > Tools and Customization, then click the Customize individual registration forms or the Customize individual registration forms link. Either one will take you to the page from which you can access two different features related to member registration:
Individual/Organization Forms (allows you to create and lay out registration/profile forms)
Awaiting Approval (shows all pending new member registrations)
The Individual Forms and Organization Forms tabs on the New Member Registration page allow you to create and edit registration forms. Here, you can create:
A default registration form for Individuals
A default registration form for Organizations
Specific registration forms for specific member/affiliate types (which override the default forms)
The forms you create work for two different purposes:
New members joining online (see New member registration)
Existing members updating their information through the Member Portal (see How members use the Member Portal)
Any member type that's using the default form will have a in the Using Default Form column.
In the
example below, most of the listed types are using the default form, except
for Regular Member which is using its own
custom form.
Note: If you are accessing the Individual Forms or Organization Forms tab for the first time, you'll see a screen like the following, indicating that you have to set up your default form before creating any member-type-specific forms.
In this case, just click the link to create the default form; see below for details.
You can edit the default form by clicking the edit
default form link in the upper right, or you can create or edit
a specific member type form layout by clicking the 
button
to the right of the member type. (CAUTION: Once you click the button for a member type, you must manage that member type's
form separately from now on. That
is, you can't "reset" a member type to use the default form.)
Either way, you'll see a screen similar to this:
Only the fields that are on this layout will appear for the appropriate member types, so make sure you lay out each and every field you wish to use.
As you build and modify the form, it automatically saves. You never need to click a save button while building the form.
Here are some of the common things you'll do as you build a form.
Adding a field: To add a field to the form, simply drag it from the list on the right to its proper place on the layout. You can add up to three fields per row.
Changing field properties:
Once a field is on the layout, you can click the button
to change its properties, which brings up a screen like this:
From here, you can change any of the following settings:
field name: By default, this will be the same as the underlying database field (shown grayed out below). You can change this to be a custom name for purposes of the registration form; when viewing the member through Members360°, the field will have its original name.
this is a required field: Check this option to require any new/renewing member to fill in a value here. You will want to require any essential fields like First Name, Last Name, and perhaps one set of address fields. Be careful not to require fields like Middle Name or Suffix, since not all your members will have them.
this field is read-only on the form: Check this option to make the field read-only. This means that only administrators can enter data into the field. New members will not be able to enter anything into the field, and existing members updating their profiles will see the value of the field but be unable to change it.
field can be entered if it's currently blank: Check this option if you want new members to be able to enter a value for the field, but you want to stop existing members from updating the value once it's been entered. In other words, the field can be entered (at any time) but then never changed by the member.
When finished, click 
at the bottom.
Moving a field:
You can move fields around after you've added them by clicking the 
icon and dragging the field to a new location.
Adding a row: To add a new row, just drag a field onto the words drag a field here to add a new row until the row highlights in yellow, as demonstrated below. (A row cannot be deleted after it is created, so don't create a row unless you need it.)
Adding a heading: You can add headings to break your form up into sections. Just click and drag the Section Heading field onto your layout from the Form Helpers section on the right. You can add it to any empty row, or you can create a new row. When you drop it, you'll be prompted to type in the text of the heading. The system will automatically format the heading for you.
You can edit a heading after the fact by clicking the button and changing the heading.
Adding instructions: You can add a section of verbiage to any row in your form. Just click and drag the Instruction Text field onto your layout from the Form Helpers section on the right. You can add it to any empty row, or you can create a new row. When you drop it, you'll be prompted to type in the text of the heading. You can perform basic formatting, such as bolding, italics, numbered or bulleted lists, and links.
You can edit instructions after the fact by clicking the button and changing the verbiage for the instructions.
Deleting a field:
You can delete any field. heading, or instructions area from your layout
by clicking the 
button on the field. If
you mistakenly delete a field, you can simply drag it back on to your
layout to re-add it.
You do not need to click a save button when finished, since the layout saves automatically as you work. If you want to preview the form, navigate to your login link, which is /frontend/portal/signup.aspx (just append this link after your Members360° domain name in the Address bar of your browser). You can test out any member type you wish and see how the form looks; you can even do a test registration if you wish.
The Awaiting Approval section shows you any member registrations that have come through the website and have not been approved. (You can determine whether or not member registrations are auto-approved under Configuring member settings.)
Any member who has registered but not yet been approved will be listed on this page. You can click their name to review their profile if you need to. If you decide to approve them, click the button. That will add them as an active member, and you can search for them using the Member search tools like any other member.