Customer Custom Fields

The Customer custom fields pages allow you to add custom text or dropdown fields to the Customer - Overview tab (see Customer Overview) - as well as edit and delete existing custom fields.

  1. Go to Settings - General Settings - Customer custom fields to display a list of existing custom fields.
  2. Use the Edit and Delete links to and edit and delete custom fields as necessary.

  3. To create a new customer custom field, click on Add custom field at the top right of the page. The Customer custom fields page is displayed.
  4. Enter the field label in the Name field.
  5. From the Type dropdown choose whether you want the field to be a simple text field or a dropdown. If you choose Dropdown, enter the dropdown options in the Options field (separate options with a comma i.e. Option 1, Option 2, Option 3).
  6. If you want to make the field mandatory, select Required and choose the default dropdown option from the Default option field.
  7. When you're finished click Add to add your field to the Customer - Overview tab.