Change type of the database field, e.g. from event to common or from event to member-only field
It would help me so much if we could easily move fields from the membership area to the contact area.
We just started using the events feature, and found that we had no way to transfer the information they filled out in the event application to their membership profile. We realized that we need to move a lot of fields from the membership profile to the contact fields, but there is no easy way to do this.
Doug Miles commented
A similar issue here is for fixed fields we would like to have on every event form, eg, "How did you hear about this course?" that only appear as one column on the course listing export for reporting. We can make them Contact Fields, but then they appear in the general profile too, so we would like to hide them here.
Similarly, we have some contact fields like mailing address that we would like to be compulsory in the event form, but optional elsewhere.
Mailing address fields -- but if we had these in our contact fields already we would not need it in the event application -- correct?
We would also be glad if the Practice information fields could transfer to the membership profile. There are many other fields that we would not ask of an event attendee (education background, description of practice for public website) that we do ask of our members.
The problem I have with this is that if I give a "membership pending" status to someone who pays for membership via a conference registration, they can't access their profile to fill in the missing data! Huge embarrassment for me -- after I wrote to a bunch of MDs asking them to log in and complete their membership application.
Is there a reason why pending members are not allowed access to edit their profile?
I would also probably move a couple other fields like "how did you hear about us" and "interest in Lifestyle Medicine" to the general contact field.
Yes, it's very cumbersome! We ended up created new fields for the event registrations that duplicate member fields. Then when they join the information is in there twice which is annoying.
Another thing I noticed recently is when you add a guest to an attendee at an event it doesn't ask you if the person is an existing contact. More entering data that already exists!
Dmitry Buterin commented
Can you give us an example of data that you would like to transfer from event application into their membership profile?
Bill Tidball commented
Thank you for your feedback on this. Although it seems like a small problem, and with the work around solution it can be resolved, but it would be great to handle this in an easier manner.
Not something that should bump other bigger items off the wish list but something to resolve if you get the chance as it constantly happens during the first couple months of a new configuration of the software.
While we have a workaround (via import/export) it's still not very convenient to use - I agree that we need to do something about this. I'll keep it in wishlist for now - unfortunately this is something we cannot do easy and fast.
Yes, this will work for moving contacts fields to membership fields.
Also, the process for moving one type of field to another is a bit simpler now with our new import process. After you export your database and then delete the fields simply import your file again right afterward. Wild Apricot will see it contains fields that don't exist in your database and ask you if you would like to create them as membership or contact fields.
Would this solution work out if i wanted to do the opposite, and move some fields from contacts to the membership fields? We found that now we are using events, that some of our fields in contacts are unnecessary and looks a little unprofessional, but didnt realise it'd be an issue when originally setting up.
To move these fields, first go to your Contacts tab and export all your contacts. Next, go to your Membership fields and delete the fields that you want to have under Contact fields. Once these are deleted, go into Contact fields and recreate them with the same names. Afterward, go to your Contacts tab and import the file you had exported earlier to repopulate the fields you had moved.
Larry Killer commented
Is it possible to move data from the member fields area to the Contacts customized fields?
I created a field in my member fields when I originally set up all of the fields. Now that I look at it, it makes more sense to have this information moved to a contacts customized field as I would like to have ALL contacts include the information and not just the members.
I have about 60 people who have input information into the field and I was wonder if there is a way to transfer that information, or the entire field, to the contacts customized fields area short of opening each record individually and manually copy and pasting it from on field to the other?