Customer Extras

What is Customer Extras?

Many customers have requested for the system to provide them with the ability to add more fields to the customer profile section. This new feature now caters for that with the ability to add 5 specific field types to a customers profile. The feature will also allow those entries to be reportable through 'Your Reports'. To create the fields, go to 'Settings' > 'General Settings' > 'Customer Extras'

The types of new fields are;

1. Select (Dropdown) - This field type allows for multiple options to be created that a user can select one from
2. Input - Field allowing text
3. Checkbox
4. Date
5. Time

Creating a New Field

To choose the type of field you need, go to the 'type' dropdown located at the right side of the page. In this example we'll choose 'select' as we want the user to be able to choose from a dropdown of options that we create. 

Now give your field type a name. In this example we want to collect information around the work details of a customer so I've called it 'Job Type'. 

Next, the 'label' field. This will be the name that appears above the field on the customer profile page. Again I've called it 'Job Title'. 

'Placeholder' name will add a hint to the user within field for other field types. Not relevant for the 'select' field type. 

If the information from the new dropdown field is 'required' as an input on the customer profile page, check the box. Now hit the blue 'add field' button to complete the first step of the process. 

To create the list of dropdowns, now we hit the 'edit options' button. 

We now see a new window and within the field we enter the first option that will be selectable within our dropdown field. In this example the option will be called 'Full Time'. When done, hit the 'add option' button. We will now see that option as a new line under the existing field. 

To add additional options, repeat the above process until we have our full list of dropdown contents. When done, hit the 'save' button within the window. 

Our completed list will look something like the below. The order these options will appear in the dropdown can be changed by clicking the 3 lines beside the line option and simply drag it to the position as you want it to appear. 

N.B - When list is complete and we are back at the original screen, it's imperative that the 'Update' button located in the bottom right corner of the page is now pressed to save your progress. 

This is how our dropdown list now looks within the Customer Profile section with the 'select' input added. 

Adding an 'Input' field

To create an 'input' field (a field that a user will need to enter text into) select the 'input' option from the 'type' dropdown. Follow the steps above by adding a 'name' & a 'label' (and a 'placeholder' if desired). 

Again if you need to have this as a mandatory or required field, you can click the 'required' checkbox. 

Hit the 'add field' button and then the 'update' button located in the bottom right corner of the page to save your progress. 

You will now see this new field type added to your current field list. 

This is how our dropdown list now looks within the Customer Profile section with the 'select' & 'input' fields now added. 

Adding a 'checkbox' option

To create a 'checkbox' option select the 'checkbox'' option from the 'type' dropdown. Follow the steps above by adding a 'name' & a 'label' (and a 'placeholder' if desired). As an example we've used 'Interested in Fundraising'. 

Hit the 'add field' button and then the 'update' button located in the bottom right corner of the page to save your progress. 

This is how that looks within the Customer Profile page. 

Adding a 'date' and 'time' option

To create an 'date' or 'time' field select the relevant option from the 'type' dropdown. Follow the steps above by adding a 'name' & a 'label' (and a 'placeholder' if desired). 

Again if you need to have this as a mandatory or required field, you can click the 'required' checkbox. 

Hit the 'add field' button and then the 'update' button located in the bottom right corner of the page to save your progress. 

You will now see this new field type added to your current field list and the below is an example as to how that will look within the Customer profile page. 

Within the setting page, the order these options will appear in the profile page can be changed by clicking the 3 lines beside the line option and simply drag it to the position as you want it to appear. Alternatively you can select the 3 dots icon at the end of the setting line and use the menu options to rank accordingly.