How to Add A/R Custom Fields to the Roster

Jonas Club Management

Configuring integrated custom fields from Jonas Club Management to ClubHouse Online e3 can easily be done by your system administrator within System Administration:

1. Log into Jonas using a Jonas user that has System Administration privileges.
2. Navigate to System Administration > System Setup > ClubHouse Online e3 Profile. Choose the company within your Jonas Management software that is integrated with your ClubHouse Online website.
3. Within the Roster Custom Fields box, enter the custom codes for these fields. These are the same codes used in other programs such as Club Report Generator. Note: You can only add up to 10 custom fields for the roster.
4. Click 'OK' when finished. Your custom field must now be synchronized to your website in order to be visible.
5. Log into your ClubHouse Online e3 website as an Administrator and navigate to Applications > Company Management > Company Synchronization and run a Configuration Sync by clicking START. This will add the field to the website.
6. At this point, any data within your member file that uses this custom field has not been uploaded to ClubHouse Online e3. Therefore, a Roster Sync must follow to ensure any members that use this custom field will have it included within their Roster Profile. Contact Web Support to run a Roster Sync.

Encore

Configuring integrated custom fields from Jonas Encore to ClubHouse Online e3 can easily be done by your system administrator within System Administration:

1. Log in to Jonas Encore with a user that has System Administration privileges
2. Go to System Administration -> Additional Options -> System Setup -> System Integrations

3. Select CHO e3 (or CHO) then click on the Club House Online Extra Info tab
4. Select the custom field that you want to be sent to CHO then click on the green right arrow to add it to the box on the right.
5. Click Save to save your changes. Your custom field must now be synchronized to your website in order to be visible.

6. Log into your ClubHouse Online e3 website as an Administrator and navigate to Applications > Company Management > Company Synchronization and run a Configuration Sync by clicking START. This will add the field to the website.
7. At this point, any data within your member file that uses this custom field has not been uploaded to ClubHouse Online e3. Therefore, a Roster Sync must follow to ensure any members that use this custom field will have it included within their Roster Profile. Contact Web Support to run a Roster Sync.

Club Select

For clubsystems group clients using the Club Select A/R platform, configuring Custom Demographic Fields can only be implemented by a ClubHouse Online Support representative. If you would like to have these fields displayed in your roster please click here to contact the support team.

Club Connect

For clubsystems group clients using the Club Connect A/R platform, configuring Custom Demographic Fields can only be implemented by a ClubHouse Online Support representative. If you would like to have these fields displayed in your roster please click here to contact the support team.