In addition to creating custom fields for member records, Novi has a default set of fields that can be shown and/or required on company and individual records.
Turn on or off, or edit, any of these fields according to the information your association wants to collect. In the backend, go to Fields > Member Fields. This will display the list of member fields that can be edited.
Member Fields > Display Columns
Notice the building and person icons listed in the far left column under Company/Person. This shares if the field will be shown on a 1) company record or 2) an individual's record.
Next, the Section column explains what type of information is being collected including:
Personal Contact Info
General Profile Info
The Field column lists the name/title of each field and describes the information being collected.
The remaining columns are the settings that can be edited to show is specific areas.
Show on Backend
This means that at a minimum, you want to show it to your admins on the backend. If a field is marked to be off for Show on Backend, the field will automatically turn off on the frontend to prevent accidentally collecting data on the frontend that isn't accessible by admins on the backend.
Show on Frontend
This information will be shown to members on their profiles, but it is not required to be filled out.
Fields marked as key information are fields that your association has determined need to be collected upfront during important processes like the member application, when a member self-renews, and when a person creates a new login account. Fields not marked as Key Information will not appear during these processes but can be edited by the member later in their Member Compass. Learn more about how to add or remove fields from your new member signup form.
Require on Backend
This information is required to be collected, but this option should be used sparingly. Don't require any field that isn't necessary as you will have to fill out this information before you can save and close this member record.
Require on Frontend
Use this to collect data that is pertinent to running your association. This will typically be used to collect basic contact information. You may want to require some information on the frontend, that you wouldn't require on the backend.
Additional Visibility Settings
Some fields, such as Credentials/Designations, have additional visibility settings that are available by clicking the "Edit" button in the Action column.
These settings allow you to limit the visibility as well as the ability for users to make changes to these values.
Add Instructional Text to Billing and Shipping Address fields
Instructional text can be added to the Billing and Shipping address fields, for both companies and people. Learn more about Billing and Shipping Address fields.
Click the Edit link on the far right under the Action column.
A modal will appear where you can add instructional text. Use this region to explain the purpose of the field to frontend users.
Why aren't the Name fields displayed in the Member Fields list?
All name fields (e.g. First Name) are required by the Novi system and therefore cannot be edited.
What happens when a person has already created their user account before I make a frontend field required?
The next time that person edits their profile in their member compass, they will have to fill in that information before they can save any other changes. There won't be anything else in the system to prompt them to complete that information.