This article instructs you on how to define the usage of customer fields across the system.
To define the usage of customer fields across the system:
- Browse to Admin > Settings > Customer Settings > Customer Fields
- Click Define Field Usage.
You will be presented with a matrix of customer fields, where they appear, and how they are used.
- Configure the field usage by ticking the Visible and Required checkboxes for each field in each area of the system as required.
- Click on the Close button in the Define Field Usage popup.
- Click on the Save button to save the changes.
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