Add new customer fields

Every business relies on customers, so DecoNetwork keeps comprehensive customer records and uses them in an integrated fashion throughout the DecoNetwork system. While all the usual customer data points, such as name and address, are already being saved into your customers' records and stored, you may require specific data to be captured and used in the system for your own unique business purposes. The Customer Fields page lets you add these extra fields and configure how the DecoNetwork system uses them.

To add new customer fields:

1. Browse to Admin > Settings > Customer Settings > Customer Fields
   
2. Scroll down to the bottom of the customer fields list.
3. Click Add Custom Field.
   

   This will add a new row of data to the screen.

   
4. Give the field a name (keep it descriptive and relevant).
   
5. Choose what type of data will be stored.
   

   Field types can be one of two categories

   • Text: (a field of plain, typed text) such as "Text field"; or
   • Select: (a list of options) such as "Dropdown".
6. Configure the type of data by clicking Edit.
   

   Configuration options for the new custom field are displayed in a popup. Options vary depending on the field type.

   Text Field

   

   Text Area

   

   Select (Dropdown, Checkbox, Radio buttons, and Multiple-select)

   
   • Start new line at this field: tick this checkbox if you want this field to be displayed on a new line.
   • Label Width: Specify a width value, in pixels, for the field label.
   • Container Width: Specify the width for the field input container as a percentage.
   • Description: Specify a description that explains what data the field is trying to capture.
   • Length: Specify the length for the field (Text Field only)
   • Rows: Specify the number of rows that the field will contain. (Text Area only)
   • Columns: Specify the number of columns that the field will contain. (Text Area only)
   • Maximum Characters: Specify the maximum number of characters allowed.
   • 'Select' type of fields provide a selection of choices from a list. You need to configure what those choices are. Below is an example of the custom field "Favourite Color" being set up with the options Red, Green, and Blue.
     
   • Default sets which option will be selected prior to the user making a selection.
7. When done, click OK.
8. Click Save.