Every contact on Raklet comes with a set of standard (system) fields for their organisation, job, emails, phone numbers and addresses. Some of these look similar at first, so this article explains what each one is for and which one to use.
You can see all of these fields when you open a contact from Contacts in your admin panel.
Organisation Name vs. Employer
These are two different fields, and they answer two different questions.
Organisation name (company members): the name of a company that is itself a member of your organisation. Use it for contacts with the Company member type, for example a business on a corporate or group membership plan. You find it in the Profile section of the contact.
Employer (current job): the company a person works for. It is part of the Work section of the contact, together with sector, position, city, country and start and end dates.
For individual members, Raklet hides the Organisation name field on the profile, so that it doesn't get mixed up with their employer. To record where an individual member works, use Employer in the Work section.
Adding a job
Open the contact, go to the Work section and click Add. Fill in the Employer and the other details. If this is the person's current job, tick I am currently working here.
A contact can have more than one work record, so you can keep their previous jobs as well.
Email Addresses
A contact can have several email addresses. Each one can be labeled as Personal, Work or left unspecified.
One of them is marked as Primary. This is the contact's main email address. It is shown with a Primary badge on the profile and in the Primary Email Address column when you export your contacts.
To change the primary email, open the contact, go to the email you want to use and set it as primary. Members can also do this themselves from their own profile.
Example: a member has a work email and a private email. Add both, label them Work and Personal, and mark the one they want to receive emails at as Primary.
Phone Numbers
A contact can have several phone numbers. Each one can be labeled as Mobile, Home, Office or left unspecified, and one of them can be marked as Primary.
When you export your contacts, you can choose the Primary Phone column to get each contact's primary number.
Addresses
Addresses work the same way. A contact can have more than one address, and one of them can be marked as Primary. Use the Primary Address column in your export to get each contact's primary address.
Adding Help Text to Fields on Your Application Form
If your members aren't sure what to enter in a field, you can add a short help text under it on your application form. This works for standard fields such as Email or Employer, as well as your custom fields.
Go to Membership and open Settings.
Open the Application Form and scroll down to the form fields.
Under each field, you'll see a box that says Help text shown under this field (optional). Type your help text there.
Save your changes.
The help text appears right under the field when someone fills in the form. For example, you can add "Add your primary email" under Email, or "Only for company members" under Organisation name.
Things to Know
If your application form includes Organisation name (company members), individual applicants can see and fill it in too. Their answer is saved, but it is hidden on their profile because they are not a company member. If you don't need it for individual members, remove the field from the form or add a help text such as "Only for company members".
Help text is set per form, so you can write different guidance on different forms.
Standard fields can't be deleted from Raklet, but you can archive the ones you don't use from Settings > Fields.