GestiClub

Custom fields

Menu cog at the top right2 min read

Custom fields add to the member's record the information specific to your club: a shirt size, a dietary requirement, an internal licence number. They are managed in the Custom fields tab, grouped by section.

The list of custom fields
  1. Add a fieldopens the form of a new field.
  2. The sectionsPersonal data, Club data and Billing data.
  3. A fieldits name, its type, its display size, and Required or Inactive when that is the case.
  4. Edit and Deletethe pencil opens the field, the bin deletes it.

The pencil opens the field to edit it:

A custom field being edited
  1. Field namethe label shown on the record. Required.
  2. Type, Section and Display sizesee below.
  3. Required, Active and Mass-editablesee below.
  4. Optionsfor a Selection field, the choices offered. Add an option adds one; at least one is required.
  5. The technical keyassigned at creation, it no longer changes.
  6. Save field and CancelSave field saves the field straight away, without going through the window's Save.
  • Type: Text, Number, Yes/No, Date or Selection (a list of choices).
  • Section: the place on the record where the field is shown: the Personal data, Club data or Billing data tab.
  • Display size: the field's width on the record: Small, Medium or Large (full width).
  • Required: the record cannot be saved while the field is empty.
  • Active: unticked, the field is no longer offered; the values already entered are kept.
  • Mass-editable: the field can be changed for several members at once (chapter 3: Editing contacts in bulk).

An active field appears on the member's record, in the chosen section; the person validating their profile remotely sees those of the Personal data section. Registration forms do not show the custom fields automatically: you choose, form by form, which ones to ask for and whether they are required (chapter 4: Creating a form).