Custom Fields

The Custom fields tab allows you to view and manage additional information collected about a member. These fields extend the standard profile data (such as email, phone number, or date of birth) and let you tailor the program to specific business needs.

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Viewing Custom Fields

In this tab, you can see all custom fields defined at the tenant level and their current values for the selected member.

Each field includes:

• Custom field name – the label given during setup (e.g., Fav stores, Shoe size).

• Value – the member’s saved response (e.g., California Store, 39).

If a field is set as required, it must be filled when creating or updating the member profile.

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Editing Custom Fields

Administrators can update custom fields by clicking Edit custom fields.

• When updating, you’ll see input fields corresponding to the defined custom field types (e.g., text field, dropdown list from predefined values).

• Required fields must be completed before saving changes.

• Once saved, updates appear immediately in the member’s profile.

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To find out more about the custom fields module, please refer to this section of the User Guide:

Custom Fields