How to add custom fields

The customisation fields can be easily added at each element.  

• CONTACTS - additional fields can be added under customisation

• MEMBERSHIP - ditto above

• CUSTOMER SERVICE - under configuration you can add categories and adjust the titles of the stages of any workflow that is adopted

• APPS and SETTINGS - under customisation you can edit and add custom fields and views.  EMAIL templates are also editable in this area

Follow the steps below to add and configure custom fields:

Step 1 — Navigate to Customization

Go to:

Users & Settings → Customization → Address Book

Step 2 — Add a New Custom Field

1. Under the Notebook section, open the "Customer Fields" tab.
2. Click “Add a Line”.
3. Enter the Field Label and select the appropriate Field Type and Properties.

Step 3 — Add the Field to the Desired View

1. Go to the "Customize Screens" tab within the Notebook.
2. From the list of available views, select the view where you want the new field to appear.
3. Under "View Fields & Separators", click “Add a Line” and select your newly created field.
4. You can drag and drop the field to adjust its position, or choose whether to place it in the left or right column depending on the view’s layout.

Portal Example 

Internal System Exemple

Where custom fields can be added

CONTACTS
Additional fields can be added under Customisation → Address Book.
These are admin-maintained fields and are suitable for internal searching and reporting.

MEMBERSHIP
Custom fields can be added in the same way as Contacts. These typically relate to membership status, classifications, or internal admin use.

CUSTOMER SERVICE
Under Configuration, you can:

• Add categories

• Adjust workflow stage titles

• Tailor workflows to your adopted process

APPS and SETTINGS
Under Customisation you can:

• Add and edit custom fields

• Modify views

• Edit email templates

Portal visibility and organisation-level fields

Some custom fields are intended to be edited by portal users, not admins.

Where members edit organisation fields

Portal users update organisation-level custom fields via:

My Account → Edit Your Organisation Details

These fields are not edited in the Address Book.

Controlling what portal users can see or edit

Admins can manage portal field visibility via:

Users → Settings → Customisation → Address Book → Customise Screens → Portal: Current User Details

From here you can:

• Show or hide fields

• Control editability

• Adjust layout for portal users

After making changes, always Save and refresh your browser.

Search and reporting considerations (important)

• Fields added under Contacts / Address Book are suitable for internal searching (e.g. JAMS).

• Fields maintained by portal users may not automatically appear in internal search tools.

• If internal searchability is a requirement, confirm field placement with support before rollout.