Overview
Within your Members Table, there's the option to 'filter' your memberships by a Custom Field.
This filter can be combined with other filters, including:
Status of Membership
Membership Type
Expiration Date
Joined Date
How to apply a Filter based on a Custom Field
To apply a Filter based on a Custom Field, follow these instructions:
First, navigate to your Members Table
Then, click on the filter that says 'Showing All Custom Fields'
Next, you'll want to select which 'Custom Field' you want to use in your Filter. Currently, you can only filter based off Custom Fields that are either a 'dropdown' or a 'radio' button.
Lastly, select the respective 'answer' that you want to use as your filter.
Done!
Frequently Asked Questions
What Custom Fields can I currently use to 'Filter' the Members Table?
Currently, you can only filter your Members Table based on the following Custom Fields:
Dropdowns
Radio Buttons
Waivers
Unfortunately, the Custom Fields that allow for 'open'/unstructured answers (like textbox and paragraph textbox) or multiple choice (checkbox) can't be used.
Can I 'save' a commonly used filter for easy future use?
Not yet! Currently, these filters are dynamic and can only be built "on the fly".
However, we're working on a brand new feature (which we're calling 'Segments') that will allow you to 'save' a combination of filters (custom fields, membership type, and membership status).
Can I currently 'filter' off multiple Custom Fields?
No, in this first version - you're only able to filter off of a single Custom Field.
Can I use a 'filter' on Custom Fields for Reports or Quick & Easy Emails?
Not yet!
However, we're working on a brand new feature (which we're calling 'Segments') that will allow you to 'save' a combination of filters (custom fields, membership type, and membership status).
The concept behind 'Segments' will have us incorporating the ability to leverage 'Segments' in your Reports, Quick & Easy Emails, and elsewhere.