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Manage field settings per member status in bulk

Bulk change which fields are editable, shown, or hidden in a member profile

Updated over 2 weeks ago

It can be helpful to have a clear overview of which fields are available on the member profile for each member status. For example, you might want to display the camp information in the member profile of a new prospective member, but not that of a current member. Or you might simply want to check whether a field is editable for all member statuses. This article explains how to do this in Congressus.

Are you missing a field? You can always contact our Support colleagues via chat or email support@congressus.nl. They'll be happy to help you add new fields to your membership administration.

To change a member status in bulk, navigate to Settings > Member Statuses > Member Status > Website Fields/Congressus Manager Field Settings.

Next, click on “bulk edit” next to the name of the field you want to change (see red arrow).

You'll then see the screen below. You can see the member statuses on the left, and next to them are fields where you can choose whether to make them editable, editable + required, shown, or hidden. The top row (after member status) shows where the field appears in Congressus. For example, you might want a field regarding the introductory period to be displayed in the Online Membership form, but not visible in the almanac/member list.

In addition to the overview you now have of a field's visibility in Congressus, you can either “apply the changes to any status ↓”, all member statuses, or “apply to any context →”, any situation in which that field might occur.



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