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OCLC Wise Support EN

Membership customer fields

Fields used in online membership registration are defined in Membership customer fields.

Membership customer fields are defined in the Wise configuration manager at OCLC Wise > Products and services > Memberships > Membership settings > Membership customer fields.​ Membership customer fields are used exclusively for online registration and are configured for each membership type.

Mandatory fields in the Wise configuration manager are marked with an asterisk. When customers do not provide the required information, the registration process will not complete.

Add Membership customer fields 

  1. In Wise configuration manager, go to Products and services > Memberships > Membership settings > Membership customer fields.
  2. Click Open next to your Organization.
  3. Click New at the top of the screen. The Membership customer fields screen opens.
  4. The Organization field is automatically populated with your organization name.
  5. Select the Membership to which you would like to add the Membership customer fields.
  6. Select a field from the drop-down list and click Add. Repeat this step to add more fields.
  7. When you are finished adding fields, click Ok to save.

Change or remove required Membership customer fields 

  1. In the Wise configuration manager, go to Products and services > Memberships > Membership settings > Membership customer fields.
  2. Click Open next to your Organization.
  3. Click Detail next to the Membership customer fields list from which you want to change or remove fields.
  4. Click the radio button next to Change.
  5. Add or remove desired fields.
  6. Click Ok to save.

Fields available for online registration 

The following fields are available to add to the online customer registration page:

  • PIN - Initials
  • PMN - Prefixes
  • PLN - Last name
  • PFN - First name
  • PBT - Date of birth
  • PZP - Zip code
  • PST - Street
  • PNM - Street number
  • PCT - City
  • PCN - Country
  • PGD - Gender
  • PPH - Telephone number
  • PML - Email
  • PPW - Password
  • PMO - Text message
  • PAB - Membership number
  • OCN - Contact person

 

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