Set which customer fields are visible

This article instructs you on how to make customer fields that are used throughout the system visible for the user to fill out

To set which customer fields are visible:

1. Browse to Admin > Settings > Customer Settings > Customer Fields
   
2. Click Define Field Usage.
   

   You will be presented with a matrix of customer fields, where they appear, and how they are used.

   

   Click the image to enlarge.

3. Tick the Visible checkboxes for each field in each area of the system as required.

   Some checkboxes are not editable as they are required by the system for normal operation. Making a customer field Visible means that it will be available for the user to fill in.

4. Click on the Close button in the Define Field Usage popup.
5. Click on the Save button to save the changes.