Configure custom member fields and academic terms

Steps

1. 1

   Open Chapter and define an academic term with non-overlapping dates.

2. 2

   Create a supported field type, choices, edit rule, and privacy level.

3. 3

   Collect or import values only after reviewing who can view and change them.

4. 4

   Capture the term roster snapshot and use exports only for authorized purposes.

Important notes

• Sensitive fields have narrower visibility, and finance-like keys are refused.
• Term roster history exists, but organization reports currently label roster totals as current-as-of rather than historical term counts.