How to Create User Fields in Plus2

Applies to: Administrators using Plus2

Problem

You need to capture additional customer data in Plus2, such as cancellation reasons or user preferences, by creating custom user fields.

Resolution

1. Access User Fields

   • Navigate to Configuration > Membership > User Fields in Plus2.

2. Create a New User Field

   • Select an unused user field (for example, "User Field 1", "User Field 2", "User Field 3", etc.).
   • Enter a Description for the new field.
   • Choose a Format Type, such as Options or Free Text.

3. Add Options (if applicable)

   • If you selected Options as the format type, click Add and enter each option you want available.
   • Repeat the process to build your options list.
   • Click Save when you are finished.

4. View the User Field in Plus2

   • Open a member record.
   • Navigate to the User Fields section to see the new field available.

Notes

• You must have access to the Configuration area in Plus2 and permission to create or edit user fields and screen profiles.
• For related tasks, see: Configuring Screen Profiles for Gladstone360; Setting Up Titles, User Fields and Screen Profiles in Plus2 (planning which user fields to create).

This page as markdown · All pages · llms.txt