Bulk-edit member fields, and hide the member directory
Add, remove, or overwrite member field values in a single bulk action, and choose whether the member directory tab shows to your community.
01 ·Change member fields in bulk
Bulk member update gains an Update Field Value step. A broker picks one or more profile fields and applies an action to each, add, remove, or overwrite, in a single job across the selected members. The actions on offer match the field type: text and single-select overwrite, numbers add, remove, or overwrite, multi-select add, remove, or overwrite, and date and time fields are covered too. Fields stack in one job, each row can be removed, and the form blocks combinations that conflict.
Running a loyalty program at scale means touching thousands of records at once: tagging a cohort, resetting a field, granting a status. Doing it in one pass, with the right action per field type, takes the manual grind out of the day-to-day admin work.
02 ·Hide the member directory
A new Show list of users setting controls whether the member directory tab appears to a community. It is on by default; turned off, the tab is hidden from the trader-facing portal entirely.
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24 Oct