Overview
Custom fields allow you to tailor the information collected for each customer using various input types, such as:
Single Line – For single-line text entries.
Multi-line Input – For entering text over multiple lines.
Number – For entering numeric values only.
Date – For selecting dates from a calendar picker.
Checkbox – For boolean values (e.g., Yes/No).
Drop Down – For selecting one option from a predefined list.
Multi-Select Dropdown – For choosing multiple options from a list.
Step 1: Configuring Custom Fields
1. Navigate to Custom Fields in Settings:
Go to the Settings section.
Select Custom Fields.
2. Add a New Custom Field:
Select field type from the options.
Enter a Field Name that will appear on the customer profile.
3. Save Custom Field:
Once all fields are configured, click Save to apply your changes.
Step 2: Filling in Custom Fields on Customer Profile
Open Customer Profile:
Navigate to the Customer Details screen for any customer.
Enter Details in Custom Fields:
Locate the newly added custom fields.
Enter the required information:
Multi-line Input: Type the text directly in the field.
Checkbox: Check or uncheck as needed.
Date Picker: Click the field to open a calendar and select a date.
Multi-Select Dropdown: Click the dropdown and select one or more options from the list.
Save Customer Profile:
After entering the details, click Save to store the information in the customer profile.
You can always edit custom field configurations in Settings > Custom Fields if your data collection needs change.
Custom fields will only appear on the customer profile if they have been configured in settings.
FAQs
1: Can I delete a custom field?
A: Yes, go to Settings > Custom Fields, locate the field, and click Delete.
2: Can I add validation for custom fields?
A: Currently, custom fields do not support advanced validation.
3: Will all custom fields appear for every customer?
A: Yes, any configured custom field is available on every customer's profile.
For further assistance or to raise feature requests related to Custom Fields, please contact [email protected]