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Adjust the Primary Field of your Members
Adjust the Primary Field of your Members

Learn about the different settings for the Primary Field on Membership records.

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

While most Organizations count individuals as their Members, it's also common for Organizations to identify Members by another field, such as a Company Name. Adjusting the Primary Field allows for different formats and identification methods.

Available Primary Field Options

Currently, Join It offers the ability to select between the following Primary Field options:

  • First Name + Last Name (default)

  • Last Name, First Name

  • Company Name

  • One of your Custom Fields

Additionally, you can choose whether to apply the Primary Field adjustment to all of your Membership types or only specific ones.

Configuring Your Primary Field

Step-by-Step Instructions

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

  2. Access Member Settings: Click on '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 one that best suits your organization's needs.

Contact Us

As always, let us know if we can answer any additional questions! We're here to help.

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