Members and plots
Recording something Allotmin does not have a field for
Add up to three custom fields to every member record.
Each member record has three custom fields that you can name. Examples include a membership number from a previous system, a date of birth or a car registration.
Turn on a custom field
- Go to Settings → Members.
- Enter a label for the field.
- Save.
A field is used only when it has a label. Once labelled, it appears on the member form, the member profile, the import template and the data export.
Show a custom field in the members list
Custom fields are not shown in the members list by default. To show one, select the option next to its label.
Field limit
Each account has a maximum of three custom fields. To record more information, use the Notes field on the member record, which has no length limit.
Field format
Custom fields store text exactly as entered. Values are not checked or converted. For example, a date entered as 3/4/65 is stored as 3/4/65.
Remove a custom field
To hide a custom field, clear its label. The values stored in the field are not deleted. If you add the label again, the values are shown again.
More on members and plots
Adding members and plots
How to add plots and members to Allotmin.
Importing members or plots from a spreadsheet
Import members or plots from Excel, Numbers or Google Sheets.
Giving a member a plot
Assign a plot to a member from the member's record or from the plots list.
Member groups
Group members together to email, charge or discount them.
Partners, co-workers and social members
Link a member to a plot they do not hold, and bill for them on the plot holder's invoice.
Keeping a record of contact with a member
Record phone calls, letters, conversations and complaints against a member.
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