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Renaming fields on your member contact record

Member Wizard allows you to rename some of the fields in your member's contact record. 

Phone Names

Member Wizard offers 3 fields in which to store Phone Numbers or similar information. By Default they are called Phone Number 1-3 respectively but you can rename them to whatever you wish (such as Mobile number, Home number, Skype Number or even something completely different such as Web Site for organisations where a member may have their own web site you wish to store.

When you set the Phone Names fields they will called the same across all members so it is advisable to make sure that you check carefully after renaming your phone number fields to ensure that there isn't inconsistent data displaying in them after renaming.

You access the Phone Names facility in Settings, Phone Names

Note: Users who access Member Wizard on their mobile phone can tap a member's phone number and dial the number directly from within Member Wizard. 

Street Address

You can rename Address 1, Address 2 as you require.

Last Name

You can rename Last Name if you require.

State and Postcode

If your region does not have these then you can rename them into whatever they are called in your country.

Organisation Label

This field is selectable to show on the Member Record page which means it can be sorted upon. A popular alternative to this field is to change its name to Family Group for those organisations who have membership type of a Family Group where one member has the cost of membership and other members are included free of charge. 

Article Details

Article ID:
23
Date added:
17/04/2024 17:30:41
Views:
102
Rating (Votes):
(6)