All customer information is stored in customer fields. Each field stores only one type of information.
Field Name |
Type of Information (maximum length) |
Description |
| Customer Title | Dropdown List | List of predefined customer titles such as Dr, Ms, or Mr. |
| First Name | Text (30) | Customer's first name. |
| Middle Name | Text (30) | Customer's middle name. |
| Last Name | Text (30) | Customer's last or family name. |
| SSN | Text (11) | Social security number/social insurance number. |
| Address | Text (35) |
Street address. |
| Mailing Address | Text (35) | Street address to use for customer mail. |
| Mailing Name | Text (50) | Name to use for customer mail. |
| Home Phone | Text (16) |
Home phone number. |
| Work Phone | Text (16) |
Work phone number |
Pager |
Text (16) | Pager number. |
| Cell Phone | Text (16) | Cell/mobile phone number. |
| Fax | Text (16) | Fax number. |
| Other Phone | Text (16) | Alternate phone number. |
| Text (100) | Primary email address. | |
| Additional Email | Text (100) | Alternate email address. |
| Login Name | Text (100) | Customer login to use for the public site. |
| Password | Text (100) |
Password to use for the public site. |
| Security Question | Text (100) |
Question to ask online if customer forgets the public site password. |
| Role in Family | Text (50) |
Customer's role in the family, such as Child or Adult. |
| Gender | Dropdown List |
Customer's gender. |
Birthdate |
Date | Date of birth. |
| Occupation | Dropdown List/Text (30) | List of predefined occupations, or customer-specified occupation if Other is selected from the dropdown list. |
| Resident | Checkbox | Specify whether or not the customer is considered a resident. |
| Grade Age Delta | Number | Difference between customer's actual school grade and the system-specified grade for the customer's age. |
| Special Handling | Checkbox | Specify whether or not staff needs to be notified that the customer requires special handling. |
| Membership Overusage | Checkbox | Specify whether or not customer has a punch pass in which the number of punches used is greater than the number of punches purchased. |
| Geographic Area | Text (35) | List of predefined geographic areas. |
| Customer Type | Text (30) |
List of predefined customer types, which are used to determine applicable charges. |
| Head of Household | Checkbox |
Specify whether or not the customer is considered the head of the customer's household.. |
| Promotional Email | Checkbox |
Specify whether or not to send promotional emails to the customer's email address. |
Promotional Postal Mail |
Checkbox | Specify whether or not to send promotional mail to the customer's mailing address. |
| Notes | Text (no limit) | General notes (such as preferences, requests, or reminders) that display when a special handling customer makes a transaction. |
| General Alert | Text (no limit) | Alert notes (such as warnings) for staff that display when a special handling customer makes a transaction. |
| Medical Alert | Text (no limit) |
Medical alert notes (such as allergies or special instructions) that can be printed on the roster. Medical alerts are also displayed when a special handling customer makes a transaction. |
| Emergency Contact 1 | Text (50) | First person to contact in the event of an emergency. |
| Emergency Contact 2 | Text (50) | Second person to contact in the event of an emergency. |
| Subscription Lists | Checkboxes | Specify the subscription lists that the customer would like to belong to. |
| Photo | Image | Customer photo, either uploaded as a file or captured using a web cam. |
| Customer ID | Number |
Unique number that is automatically assigned to each customer record when it is created. |
| Family ID | Number |
Unique number that is automatically assigned to each family record when it is created. |
| Family Name | Text (30) | Name corresponding to the customer's family ID. |