Using Custom Profile Fields to Track Member Info
Flocknote Complete
This guide showcases features available only for those subscribed to our all-in-one software solution, Flocknote Complete. If you would like to learn more about these exciting features click HERE. 🎉
You can create custom profile fields in Flocknote Complete. What is a custom profile field, you ask? It's a way for you to basically gather any type of info from your members and record it within Flocknote. This help guide will explain the basics of using custom profile fields and how you can use them to track member info at your Church!
Quick Tip! You can upload documents to a Custom Profile Field! This means that you can prompt members to upload forms and documents directly to their profile or from a Signup! You can also track documents on Reports and so much more! Click here for more details.
To manage your custom fields...
1. Click on the group name on the left-hand side of the page, followed by the grey cogwheel in the upper right-hand corner. Then click on Profile Fields.
2. From here, you can choose an icon, field title, and adjust the settings for who can view and edit the field.
3. Click Save in the lower right-hand corner and you're set!
When your members sign up to join your group, your custom fields will be on the sign-up form, right after they are prompted to enter their name and contact info. Then, you can view the custom fields and edit them on the info tab within a member's profile. You'll be able to easily track all the important member data, as well as any data points you can think of! 😍
Adding Documents to your Custom Profile Fields
Collecting documents with Custom Profile Fields only takes a few clicks. Open up the Profile Fields tab as you normally would. Then, scroll to the bottom of the Add a new field section and select File Upload.
Next, select the settings for this profile field and click Save
This file upload field will now appear on your member's profiles under the Info tab. To add a document to your member's profiles manually, select your member, click the Info tab, and then click the file upload icon. Last but not least, select the file you would like to add and Just like that, you're all set.
How to delete a Profile Field
To delete a Profile Field, open up the group where that field was created. From there, click the gray cogwheel in the top right-hand corner and select Profile Fields from the dropdown.
Next, click on the field you would like to delete from the left-hand side. In this case, we want to remove the "Purchased Bible" Profile Field. Once the field is selected, click the red trashcan icon (see below).
Last but not least, confirm that you would like to delete the field by clicking the Yes square and you are all set! 👏
Tracking Sacraments
Are you looking for a way to store the sacramental data of your members (including certificates!)? Do you want them to be able to add that information themselves? Check out our Sacramental Tracking feature! Learn more HERE.
