|
(Button)
|
Button, Note or Title
|
Can use multiple times
|
|
(Note)
|
|
|
|
(Submit)
|
|
|
|
(Title)
|
|
|
|
Address 1
|
Text
|
The first line of the member’s address. Typically it is this entry plus the postcode that provides a unique address – eg for Gift Aid claims to HMRC.
|
|
Address 2
|
Text
|
The second line of the member’s address.
|
|
Address 3
|
Text
|
The third line of the member’s address.
|
|
Application Date
|
Date
|
The date that the application was received. System-generated.
|
|
Application Origin
|
|
Can be used to store where the member found out about the U3A from
|
|
Can Edit Content
|
Radio
|
Can the member (if they are a group leader/convener) edit their own group. This allows members who are not trained or competent to be restricted from editing their group details
|
|
County
|
Text
|
The county that the member resides in.
|
|
Country
|
|
The country that the member resides in.
|
|
Direct Debit Date
|
|
If you are accepting payments by Direct Debit, the date that their payment is expected to be received can be stored here
|
|
DOB
|
|
The date of birth of the member
|
|
Email
|
Text
|
The member’s email address. Field should include a Validation Expression and Validation Message
|
|
Emergency Contact Name
|
Text
|
The name of the person who can be contacted on behalf of the member in an emergency.
|
|
Emergency Contact Relationship
|
Text
|
The relationship between the emergency contact and the member.
|
|
Emergency Contact Number
|
Text
|
The phone number of the emergency contact
|
|
Events Count
|
Text
|
The number of events that the member has been part of (past and present)
|
|
Events Waiting List Count
|
Text
|
The number of events that the member is on a waiting list for
|
|
Events Lapsed Count
|
Text
|
|
|
Events List
|
Text
|
Lists the Events that the member has been part of (past and present)
|
|
Events Waiting List
|
Text
|
Lists the Events that the member is on the waiting list for.
|
|
Events Lapsed
|
Text
|
|
|
Forename
|
Text
|
The member’s first name
|
|
GDPR Terms
|
|
Has the member accepted the terms and conditions of the U3A?
|
|
GDPR Terms Date
|
Date
|
The date the GDPR terms were accepted (input via a date field)
|
|
GDPR Membership
|
|
Has the member accepted that their data can be held for membership purposes
|
|
GDPR Membership Date
|
|
The date that they accepted the use of data for membership purposes
|
|
GDPR Third Parties
|
|
Has the member accepted that their data can be shared with third parties such as magazine printers?
|
|
GDPR Third Parties Date
|
|
The date they accepted that their data can be shared with third parties.
|
|
Gender
|
|
The member’s gender.
|
|
Gift Aid
|
Radio
|
Is the member currently eligible for Gift Aid? Yes or no.
|
|
Gift Aid Signature Date
|
Date
|
The date on which the member declared they were eligible for gift aid (input via a date field)
|
|
Groups Count
|
Text
|
The number of groups that the member belongs to
|
|
Groups Waiting List Count
|
Text
|
The number of groups that the member is on a waiting list for
|
|
Groups Lapsed Count
|
Text
|
|
|
Groups List
|
Text
|
Lists the study groups that the member belongs to
|
|
Groups Waiting List
|
Text
|
Lists the study groups for which the member is on a waiting list for.
|
|
Groups Lapsed
|
|
|
|
Has Email
|
|
|
|
Has Errors
|
Radio
|
There are errors associated with the member’s profile. Yes or no. Eg if a group leader/convener is tried to be set to Lapsed this will show as an error.
|
|
Has Roles?
|
|
Does the member have a specific (system) role within the U3A?
|
|
Has Other Roles?
|
Radio
|
Has roles (as defined via system permissions) other than just ‘member’. Yes or no.
|
|
Home Phone
|
Text
|
The member’s home phone number (land line).
|
|
ID Number
|
|
Any ID, National Insurance or Passport number you may wish to store.
|
|
Induction
|
|
Has the member had an induction?
|
|
Initials
|
Text
|
The initials of the member. This would be for middle names rather than the first name.
|
|
Is Event Organiser
|
Radio
|
Is the member and Event Organiser. Yes or no
|
|
Is Group Leader?
|
Radio
|
Is the member the leader of a Study Group. Yes or no.
|
|
Is Locked Out?
|
Radio
|
Is the member currently locked out of the system (eg through too many incorrect password attempts). Yes or no.
|
|
Join Date
|
Date
|
The date the member joined the U3A
|
|
Known As
|
Text
|
Members with a shortened name, or a name other than their first name that they wish to be known as, can have it set here. It will be shown in various areas around the system when set.
|
|
Last Login Date
|
Date
|
The date and time the member last logged into the system
|
|
Last Payment Code
|
Text
|
The Account Code of the last payment made
|
|
Last Payment Date
|
Date
|
The date of the last payment the member made
|
|
Last Payment Notes
|
Text
|
|
|
Last Payment Reference
|
Text
|
The Transaction Reference of the member’s last payment
|
|
Last Payment Type
|
Text
|
The type of payment last made – cash, cheque, etc
|
|
Last Payment Value
|
Money
|
The amount of the last payment the member made.
|
|
Last Membership Payment Code
|
Text
|
The Account Code of the last membership payment made
|
|
Last Membership Payment Date
|
Date
|
The date of the last membership payment made
|
|
Last Membership Payment Notes
|
Text
|
|
|
Last Membership Payment Reference
|
Text
|
The Transaction Reference of the member’s last membership payment
|
|
Last Membership Payment Type
|
Text
|
The type of payment last made for membership – cash, cheque, etc
|
|
Last Membership Payment Value
|
Money
|
The amount of the last payment for membership that the member made
|
|
Leave Date
|
Date
|
The date that the member left the U3A. Generated via the leaving process (see Process Leaver icon)
|
|
Lives Local?
|
|
Does the member live locally to the U3A or further afield?
|
|
Mailing Title
|
|
Possibly redundant now that the Primary Partner field is in place. This was to specify Mr & Mrs etc on joint letters and emails
|
|
Mailing Title Calculated
|
|
|
|
Membership Level ID
|
Membership Level
|
The system-generated ID number allocated to the Membership Level Name
|
|
Membership Level Name
|
Membership Level
|
The Name of the member’s membership level.
|
|
Membership Number
|
Text
|
The member’s membership number – allocated when the member is added to the system. Can be system generated or allocated by the Membership Secretary
|
|
Mobile Phone
|
Text
|
The member’s mobile phone number.
|
|
Notes
|
Textarea
|
Any notes that are stored against the member record for (eg) admin purposes.
|
|
Occupation
|
Text
|
The member’s occupation before they retired/joined the U3A.
|
|
Other U3A
|
Text
|
The name(s) of a U3A(s) that the member may also be a member of
|
|
Paperless Renewals (Paperless)
|
Radio
|
Does the member want their renewal letters by post or email? Use true and false values for Post and Email profile field items
|
|
Paperless Communications (Paperless2)
|
Radio
|
Does the member want newsletters and other communications by post or email?
|
|
Paperless Magazine (Paperless3)
|
|
Does the member want to receive an in-house magazine
|
|
Partner
|
Partner
|
Once the ‘select partner’ process has been completed this field will show the member’s partner’s membership details, and is required to allow these to be added or changed. The contents are system-generated and will not show in a data export.
|
|
Partner Lock
|
|
|
|
Partner Display Name
|
Text
|
This is the field in which the system will display the member’s partner’s name, once this has been set up through the ‘select partner’ process
|
|
Partner Member No
|
Text
|
This is a free text field that allows members (and administrators) to enter the name of the member’s partner. Once the ‘select partner’ process has been completed this field will show the partner’s membership number.
|
|
Partner Membership Number
|
|
|
|
Partner Number
|
|
|
|
Partner Userid
|
|
|
|
Postcode
|
Text
|
The member’s postcode. This needs to be entered with a space between the two parts. Field should include a Validation Expression and Validation Message
|
|
Preferred Name
|
|
|
|
Preferred Phone
|
Radio
|
The type of phone (home or mobile) that the member prefers to be contacted by. When exported this will show the number.
|
|
Primary Partner
|
Radio
|
This is part of the ‘select partner’ process, and when partners are linked, this determines which is listed first ie. Mr & Mrs or Mrs & Mr. This field will show ‘yes’ or ‘no’. (‘No’ means the partner is secondary)
|
|
Reason for Leaving
|
Text
|
The reason the member left. Entered via a drop-down menu (not editable) as part of the leaving process (see Process Leaver icon)
|
|
Renewal Date
|
Date
|
The renewal date for the member. This field is updated by the system to the date set in Membership Admin/Settings once they are paid up for the following year
|
|
Soft Field 1-10
|
Text or Select
|
10 fields that can be used for storing any text data, and can be given a custom label on the front end. Can be used with Select Field Type to generate a drop-down list
|
|
Soft Boolean 1-10
|
|
10 fields that can be used for storing any true/false, yes/no value, and can be given a custom label on the front end
|
|
Soft Date 1-10
|
|
10 fields that can be used for storing any date value, and can be given a custom label on the front end
|
|
Special Partnership
|
|
|
|
Status
|
Select
|
The current status of the member - one of the statuses from the system eg. Active, Pending, Lapsed
|
|
Surname
|
Text
|
The member’s surname
|
|
TAM
|
|
|
|
Title
|
Select
|
The member’s title (Mr,Mrs, etc), which is set up as an editable drop-down menu.
|
|
Town
|
Text
|
The town where the member resides.
|
|
UserId
|
Text
|
The system-generated user id for the member. This is a unique string of letters and numbers that identifies the member across the whole system (all U3As). It is required (eg) when uploading bulk payments.
|
|
UserName
|
Text
|
Login username, auto-generated by the system when adding a member, when this facility is enabled.
|
|
Volunteer
|
Radio
|
Would the member consider volunteering? Yes or no
|
|
Volunteer Details
|
Textarea
|
Details of how the member would be willing to volunteer.
|