Add custom fields to the basket to collect and store additional structured data against a customer. 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.
You can also create custom fields on the create account window
- Go to the Admin dashboard.
- Click Settings.
- Click Basket custom fields.
- Click the Create custom field button.
- Click the field under CUSTOM FIELD NAME.
- Select an option on the drop-down menu.
- A free form text field (ideal for short answers).
- A password text field that obscures the data.
- Create a drop-down menu.
- Click the Add option button to add items to the drop-down menu.
- A Yes - No tick box.
- A checked box means Yes.
- The default setting is unchecked (No).
- Clients enter a long-form response.
- Clients click the field and enter a date with the calendar.
- Clients click the field and enter a number.
- Clients click the field and upload an image file.
When creating a custom field, you can set a number of customisation options.
Make a custom field required for all new clients. If you set a checkbox as required, the checkbox must be ticked.
Create a custom field that is not visible to clients. Use this field to sort clients based on internal data. A typical use case here might be sorting new clients based on the use of discount codes.
Add the custom field to invoice documentation. A typical use case here might be the client VAT number or account number.
Once client custom fields are added, you can search and filter clients by them using the Client Filter options. These filters can be saved for quick use in the future. For example, you may want to save a filter with the custom field Account Manager set to Joe Bloggs.
Updated 8 months ago