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Custom fields

Custom fields let you collect data on member profiles that GreekManage doesn't include by default — pledge class, big-little assignment, T-shirt size, emergency contact, etc.

Open custom fields

Org → Settings → Custom fields.

You'll see all fields configured for your org, with type, visibility, and required status.

The custom fields list. The custom fields list.

Create a custom field

  1. Click New field.
  2. Set:
    • Label (what members see — e.g., "Emergency contact")
    • Field key (machine-readable; auto-generated from label, used in CSV import)
    • Type:
      • Text (short or long)
      • Number
      • Date
      • Single-select dropdown
      • Multi-select
      • Checkbox
      • URL
    • Required? — must be filled before profile is "complete"
    • Visibility:
      • Member sees and edits (default)
      • Member sees, officer edits
      • Officer sees and edits (member doesn't see at all)
      • Org admin only
    • Help text (shown under the field on the profile editor)
  3. For dropdown/multi-select, list the options.
  4. Click Save.

The field appears immediately on every member profile.

Edit or remove a field

  1. Open the field from the list.
  2. Click Edit to change label, options, visibility.
  3. Click Delete to remove the field.

Reordering

Drag fields by their handle in the list to reorder them on the profile editor. Field order matters for first-time setup flows.

Required fields and the completeness score

If you mark a field required, it counts toward the profile completeness score:

  • Members with all required fields filled: 100%
  • Each missing required field deducts proportionally.

Configure how scoring weights work in Org → Settings → Profile completeness.

Use cases

FieldTypeVisibility
Pledge classTextMember sees, officer edits
BigMember pickerMember sees, officer edits
Emergency contact nameTextOfficer + admin only
Emergency contact phoneTextOfficer + admin only
T-shirt sizeSingle-select (S, M, L, XL, XXL)Member sees and edits
Dietary restrictionsMulti-selectMember sees and edits
Notes (private)Long textOrg admin only
LinkedIn URLURLMember sees and edits

Custom fields in CSV import

Each custom field gets a column in the import template, named custom_<field_key>. Values must match the type:

  • Single-select: exact match to one of the options
  • Multi-select: pipe-separated (option1|option2)
  • Checkbox: true / false
  • Date: YYYY-MM-DD

Member CSV import

Custom fields in exports

When you export the member directory or run a report, custom fields are included as columns.

Tips

  • Start with the minimum. Add fields as you find you need them, not preemptively.
  • Use field keys carefully. Once set, changing the key breaks CSV imports and integrations.
  • Mark sensitive fields admin-only. Emergency contacts, medical info, financial info shouldn't be visible to peers.