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Adjust the Primary Field For Your Members

Learn more about adjusting the Primary Field for your Membership records.

Mitch Colleran avatar
Written by Mitch Colleran
Updated over a week ago

Summary

While most organizations identify members by their first and last name, some prefer to use a different field - such as a company name or a custom identifier. Join It allows you to adjust the Primary Field so that your member records display in the way that best fits your organization’s needs.

Available Primary Field Options

You can choose from the following options when setting your Primary Field:

  • First Name + Last Name (default)

  • Last Name, First Name

  • Company Name

  • One of your Custom Fields (any custom field you’ve created)

You can also decide whether to apply this change to all membership types or only specific ones for added flexibility.

Configuring Your Primary Field

Follow these steps to update your settings:

  1. Navigate to Members: From your navigation menu, click 'Members'.

  2. Access Member Settings: Click 'Member Settings' from the dropdown menu.

  3. Edit Primary Field: Find the tile labeled 'Edit Primary Field' and click on it.

  4. Select Your Option: Once in the 'Edit Primary Field' settings, you'll see a form with the available options. Choose the Primary Field format that works best for your organization.

  5. Save Your Changes: Click 'Update Database' to save your changes

Description of screenshot: Showing the Primary field page

Frequently Asked Question

If I already have Members listed, will they take on the new Primary Field?

No, only new members added to the system will use the updated Primary Field. However, if you’re a new organization and have performed a bulk import of your members, our team can assist with a data reset and re-import to apply the new Primary Field option across those members.

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