Membership
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Create a Custom Member Field
Learn how to add custom member fields in Eats365 POS and Merchant Portal to capture information beyond the default customer fields.
Custom Member Fields allow you to personalize your CRM by creating additional fields tailored to your specific needs. You can capture and store unique customer data that are not covered by the default options, allowing you to gain deeper insights into your customer’s preferences, behaviors, and demographics.
For information on how to create and manage membership information, refer to the following articles:
Delete
Important:
- Custom Member Fields become permanent fields that can’t be deleted. Changes can no longer be made to "Type" and "Mandatory" options after this is created.
- You must have the necessary group or organization permissions to access the Custom Member Field settings.
To create a Custom Member Field, follow the steps below:
Merchant Portal (Classic Theme)
Delete
Tip: To switch themes, at the top right, click on the account name. Then, select Experience Merchant Portal 2.0.
- Log in to the Merchant Portal.
- At the top left, change the view to All Groups to display Organization Settings.
- On the left panel, click on CRM, then click on Custom Member Fields.
- At the top right, click on +Custom Field.
- Configure the memberfield settings. You can modify the following:
- Field Title on Import Excel - Enter the name that would appear upon importing the Customer List template.
- Field Display Name - Enter your preferred field name.
- Code - Enter the field code. This will appear on the "Import Customer List" template and exported reports.
- Type - Select the method of how to input the requested information. You can select from the following options:
- Integer - Allows you to enter whole numbers.
- Number (Decimal allowed) - Allows you to enter numbers including decimal points.
- Alphanumeric (<100 Characters) - Allows you to enter both numbers and letters that are less than 100 characters.
- Alphanumeric (>100 Characters) - Allows you to enter both numbers and letters that are greater than 100 characters.
- Date - Allows you to manually select the date from a calendar.
- Date (Day/Month) - Allows you to select the day and month from drop-down options.
- True/False - Allows you to toggle a switch to enable or disable an option.
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Dropdown Options- Allows you to select an option from the drop-down list.
Note: To create preset options, click on Add Option and enter the optional values.
- Mandatory - Enable this setting to set the field as a required information.
- Allow Edit On Portal - Enable this setting to allow staff to enter information on the field from the Merchant Portal.
- Show On POS - Enable this setting to show the newly created field on the POS.
- Allow Edit On POS - Enable this setting to allow staff to enter information on this field from the POS.
- Online Displayable - Enable this setting to show the newly created field on the Branded Online Store upon joining a membership plan.
- Online Editable - Enable this setting to allow customers to enter information on this field from the Branded Online Store.
- Click on Save to confirm.
Merchant Portal 2.0
Delete
Tip: To switch themes, at the top right, click on the account name. Then, select Back to Classic Theme.
- Log in to the Merchant Portal.
- At the top, from the "Group" drop-down list, select the organization you’d like to manage.
- On the left panel, click on CRM. Then, click on Loyalty.
- Select Custom Member Fields.
- At the top right, click on +Add Custom Member Fields.
- Configure the member field settings. You can modify the following:
- Field Title on Import Excel - Enter the name that would appear upon importing the Customer List template.
- Field Display Name - Enter your preferred field name per language. To add more language, click on Add Language.
- Code - Enter the field code. This will appear on the "Import Customer List" template and exported reports.
- Type - Select the method of how to input the requested information. You can select from the following options:
- Integer - Allows you to enter whole numbers.
- Number (Decimal allowed) - Allows you to enter numbers including decimal points.
- Alphanumeric (<100 Characters) - Allows you to enter both numbers and letters that are less than 100 characters.
- Alphanumeric (>100 Characters) - Allows you to enter both numbers and letters that are greater than 100 characters.
- Date - Allows you to manually select the date from a calendar.
- Date (Day/Month) - Allows you to select the day and month from drop-down options.
- True/False - Allows you to toggle a switch to enable or disable an option.
-
Dropdown Options- Allows you to select an option from the drop-down list.
Note: To create preset options, click on Add Option and enter the optional values.
- Mandatory - Enable this setting to set the field as a required information.
- Allow Edit On Portal - Enable this setting to allow staff to enter information on the field from the Merchant Portal.
- Show On POS - Enable this setting to show the newly created field on the POS.
- Allow Edit On POS - Enable this setting to allow staff to enter information on this field from the POS.
- Show on Client Facing App Interface? - Enable this setting to show the newly created field on the Branded Online Store upon joining a membership plan.
- Online Editable - Enable this setting to allow customers to enter information on this field from the Branded Online Store.
- Click on Save to confirm.