Customer Explorer: Customer Custom Fields

Up to ten Custom Fields can be created as additional data tracking specific to your company needs. Your Custom Fields can be defined in Build Custom Fields as a variety of entry types including a user specified drop down table selection. Custom Fields can also be setup as Required Fields in order to ensure an entry is enabled for your customer accounts. Also see Customer Explorer: Custom Fields Video Tutorial.

 

Custom Fields

  1. Pre-existing Custom Fields will be present in the Customer Custom Fields.
  2. Populate the custom fields as applicable.

 

Build Custom Fields

 

Navigate To: System>Configuration>Build Custom Fields

  1. At the Customer Level, enter a Name for the custom field.
  2. Select a Type. This is the type of data that will be entered.
  3. Save Changes.
  4. Click Custom Tables tab to create the items in the table selection and save.

Characters: Alpha-Numeric, Symbols

Numeric: Numbers and decimals

Currency:Currency symbol will automatically be applied

Date: Calendar date selection or manual date entry

Table: Select from the pre-existing table drop down

 

Required Custom Fields

 

Navigate To: System>Configuration>Set Logging Required Fields>Customer Explorer Settings

The Field List will include all available Customer Explorer Fields by Customer, Site and Service.

  1. Select the box in the Required column for all Customer: Custom fields to be made required.
  2. Save.