How to Add Client Custom Fields

Collect and save structured data

Video tutorial

In this video tutorial we cover:

  • How to create client custom fields.
  • What the different settings on client custom fields mean.
  • How to segment clients by custom fields.

Custom field placement

Add custom fields to the Create account window or checkout basket to collect and store additional structured data against customer records. You can collect a wide range of data types, including:

  • client information (e.g. age, date of birth, favourite band)
  • answers to questions (e.g. How did you find us?)
  • verification information (e.g. support pin numbers)

Custom fields are especially powerful because you can use them to search and categorise clients. Clients can optionally view and edit their custom field information through their self-service client area. You can also choose to display custom field information on the invoices that you send clients.

  • If you want to create unstructured notes against a client, you can use Upmind's client notes.

Defining custom fields

  1. Open the Upmind Admin dashboard and click the Settings button.
  2. Click the Client custom fields tile.
  3. Click the Create custom field button.
  4. Click the field under CUSTOM FIELD NAME and select an option on the drop-down menu.
CUSTOM FIELD optionsCUSTOM FIELD options

CUSTOM FIELD options

Text input

  • A free form text field (ideal for short answers).
Text inputText input

Text input

Password

  • A password text field that obscures the data.
Enter passwordEnter password

Enter password

Select

  • Create a drop-down menu.
  • Click the Add option button to add items to the drop-down menu.
Select optionSelect option

Select option

Checkbox

  • A Yes - No tick box.
  • A checked box means Yes.
  • The default setting is unchecked (No).
Yes - No tick box.Yes - No tick box.

Yes - No tick box.

Text area

  • Clients enter a long-form response.
Text fieldText field

Text field

Date

  • Clients click the field and enter a date with the calendar.
Enter a dateEnter a date

Enter a date

Number

  • Clients click the field and enter a number.
Enter a numberEnter a number

Enter a number

Image

  • Clients click the field and upload an image file.

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