To add a Custom Field to Customers, tap Manage, then tap Custom Fields
Tap the green + icon
Complete the fields in the New Custom Field box:
|Name||Enter the label for the Custom Field|
|Code||Enter an internal code, which will appear in two places:
- on a CSV file when this data is exported
- in an email template
Please enter a code with no spaces and one which is unique amongst the Custom Fields in your accounts
|Object Type||This is the object that the Custom Field relates to|
To add a Custom Field to Customers, select Customer
|Data Type||Select the data type for the field from the following options:
- Long Text
- Multiple Values
|History||Slide the enable button to the right to record all changes made to the value entered in this Field|
|Customer Visible||Slide the enable button to the right for this Field to be visible to the Customer (Not applicable to all Model Types)|
|Customer Editable||Slide the enable button to the right for this Field to be editable by the Customer (Not applicable to all Model Types)|
|Default||Enter a value that you would like this Field to be pre-filled with or leave this section blank|
|Multi Values||If you have selected 'Multiple' in the Data Type, enter the value selections in the Values Field. These values need to be entered in a list, one beneath the other|
The New Custom Field will appear in the following areas:
Customers > INFO tab
See How do I edit a Customer? to add data to your Customer Custom Field
When creating an Online Booking, the Custom Field will appear in the 'Your Details' section of the process:
Please note: in order for the Custom Field to appear during Online Booking, it must be:
- set to Customer Visible AND
- selected in your Customer Registration Fields settings
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