Membership Module Enhancements

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Dsnyder3438
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Membership Module Enhancements

Post by Dsnyder3438 »

Is there any way we can structure our Membership Directory to the following format?

Name Header
Tag line (italics) (new feature)

(space)

Name
Title
Company
Industry

(space)

Brief description of work

(space)

Primary Email
Phone
Address

(space)

Facebook Name
Facebook URL
LinkedIn Name
LinkedIn URL

(space)

Member Birthday
Member Anniversary
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Kathlein
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Re: Membership Module Enhancements

Post by Kathlein »

We will be happy to assist you with this. Please provide a screenshot that shows how your Membership Directory page is currently being displayed.
Dsnyder3438
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Joined: Mon Feb 12, 2018 12:36 pm
Website: www.wecorlando.com

Re: Membership Module Enhancements

Post by Dsnyder3438 »

Image
Thank you! I've attached two records. I look forward to the enhancments.
Be well, de
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Screen Shot 2021-05-19 at 10.54.56 AM.png
Screen Shot 2021-05-19 at 10.54.56 AM.png (335.12 KiB) Viewed 573 times
Screen Shot 2021-05-19 at 10.51.50 AM.png
Screen Shot 2021-05-19 at 10.51.50 AM.png (556.55 KiB) Viewed 573 times
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Kayla326
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Re: Membership Module Enhancements

Post by Kayla326 »

Thank you for providing screenshots. It appears that some of the data that you are requesting is already appearing on the page. Are you requesting that the data appears in a different order?

There are other data fields such as "Title" that are not currently appearing. You can add additional fields yourself by following these instructions:

1 - Add the custom field as explained here: https://www.youtube.com/watch?v=Od66QoWY8U4
2 - Click the checkbox under "custom inputs" you will find this from "settings" on the main menu then click on "store". On the store page, click on the last tab that says "Membership"

It is important that you have added all of the requested fields before we can assist you in reordering how they appear on the page.
Dsnyder3438
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Joined: Mon Feb 12, 2018 12:36 pm
Website: www.wecorlando.com

Re: Membership Module Enhancements

Post by Dsnyder3438 »

Thank you for responding.

Please accept my apologies for the delay.

My mistake, I should have typed "Work Title" instead of Title. We have that field in the CRM so we should be all set for you to work your magic!

Be well, De :)
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Dave
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Re: Membership Module Enhancements

Post by Dave »

We are unable to find some of the fields you have requested.

Using the custom fields you currently have active, this is how it will look:
wec.png
wec.png (15.12 KiB) Viewed 440 times
Dsnyder3438
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Joined: Mon Feb 12, 2018 12:36 pm
Website: www.wecorlando.com

Re: Membership Module Enhancements

Post by Dsnyder3438 »

I created the custom fields: Tag Line, LinkedIn URL and FaceBook URL.
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Tommie326
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Re: Membership Module Enhancements

Post by Tommie326 »

Thank you for adding the custom fields. You can add these fields to the directory by following these instructions:

1-Click the checkbox under "custom inputs" you will find this from "settings" on the main menu then click on "store". On the store page, click on the last tab that says "Membership"

It is important that you have added all of the requested fields before we can assist you in reordering how they appear on the page.
Dsnyder3438
Posts: 25
Joined: Mon Feb 12, 2018 12:36 pm
Website: www.wecorlando.com

Re: Membership Module Enhancements

Post by Dsnyder3438 »

Thank you Tommie for the help today!!
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Dave
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Re: Membership Module Enhancements

Post by Dave »

The member directory has been updated to show the field order requested.
Dsnyder3438
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Joined: Mon Feb 12, 2018 12:36 pm
Website: www.wecorlando.com

Re: Membership Module Enhancements

Post by Dsnyder3438 »

LOOKS FABULOUS. I have three little enhancements.

Please Add City, St & Zip and Website URL to section noted.
Member Directory.png
Member Directory.png (868.46 KiB) Viewed 322 times


Please default EVERY member to the Members category in conjunction when they select an industry. We want a complete Member Directory of all active members in that Member Catagory. I hope that makes sense. Right now, I don't appear in the Members group since I selected the industry. I hope that makes sense.

Thanks!!
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Brads326
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Re: Membership Module Enhancements

Post by Brads326 »

The fields have been added as requested.

You can select multiple categories by holding the control key on your keyboard as you click on multiple categories.
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