Change, Add or Remove - Account & Member Types, Tags, Custom fields

Modified on Tue, 2 Apr at 11:52 AM

View & Add an Account Type 

Account types are used to group the types of memberships you have:

1. Go to the Dashboard. Select the Membership then Accounts:

2. The "Setting Button" will appear in the upper left hand corner

3. From here you can manager Custom Fields, Account Tags, Account Types and Members types. 

4. When you click on the Account type drop down you can use the 'hamburger menu' to the right (to do the following):

  •         View the Account Type number (for Mailchimp segments), 
  •         View the number of accounts in that account type, 
  •         Edit or Delete the account types 

5. To add a new account type Click the ADD ACCT TYPE button and the following drop down will appear

6. Enter your new account type and click ADD

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