Adding or editing one of your member's details

To add a new member, either use the menu item on the left of the main screen (Members|Add new member) or the "Add New Member" button at the foot of the list of members in the View Members page (see Finding Members).

From here, you can add the member's details. For more details about the membership number field, see The Membership Number field. Any of the fields may be left blank, but at least one of the First Name and Last Name for the member must contain some characters.

You may enter details of up to three contacts for each member. There must be a name for each contact (e.g. 'Home', 'Work', 'Emergency Contact' or 'School'. To save a contact field, the contact name field must be completed. To delete a contact field, clear the contact name field. Any contact may be designated a 'Primary' contact field, in which case details of this contact will be displayed on the View Members screen (see Finding Members).

For each contact, you may save any number of email addresses or telephone numbers, although the user interface currently only allows you to add two at a time. Any or all of the number or email addresses may be designated as 'Primary' contacts. The first 'Primary' field in the first 'Primary' contact will be displayed on the View Members screen.

Email addresses also have other fields which can be used. For more details of how these fields are used, see Using Email Addresses.

There may also be Custom Fields for each member, depending on the settings that have been made by your administrator, allowing for more flexible details to be held by your organisation. For details of how to create Custom Fields and the settings they may have, see Creating and using Custom Fields.