How to Configure Customer Fields Used for Quotes, Orders & Customer Profiles

Customer fields allow you to control what information you collect from customers across your websites and in Business Hub. By configuring these fields, you can tailor customer profiles, simplify forms like quote requests, and ensure you’re gathering only the details that matter for your business.

Prerequisites

Why customer fields matter

• Collect only the information you actually need from customers.
• Reduce friction during checkout, registration, and quote requests.
• Store important details (such as tax IDs or company names) directly on customer profiles.
• Control field visibility by store and by workflow step.

Step 1: Access customer field settings

1. Go to Admin.
2. Navigate to Settings → Customer Settings → Customer Fields.

Here you’ll see a list of all available customer fields. Some fields are greyed out – these are required system fields (such as name or email) and cannot be edited or disabled.

Step 2: Create or edit customer fields

1. Click Add Custom Field to create a new customer field, or select an existing field to edit.
2. Enter a clear label that customers will understand (for example, Tax ID).
3. Choose whether the field is available on all stores or only specific stores.

Step 3: Choose the correct field type

Selecting the right field type ensures customers can provide information easily and accurately.

• Text field – A single line of information (for example, Tax ID).
• Text area – A longer paragraph response.
• Dropdown – Select one option from a predefined list.
• Checkbox – Confirm agreement (such as terms and conditions).
• Radio buttons – Choose one option from several.
• Multiple select – Choose multiple options at once.

Step 4: Define where fields are used

1. Click Define Field Usage.
2. Locate the field on the left-hand side.
3. Select where the field should appear, such as:
   • Customer registration
   • Checkout (billing or shipping steps)
   • Request a quote
   • Creating or converting quotes in Business Hub
   • Order billing and shipping details
4. Choose whether the field is required or optional for each workflow.

For example, you might hide a Tax ID field during checkout but require it when a customer registers their account.

Step 5: Simplify quote request forms

1. Open the Request to Quote usage section.
2. Uncheck fields that are not essential (such as billing address).
3. Hide unnecessary fields to reduce form length.
4. Leave only critical fields like name, email, phone number, or company.

Best-practice tips

• Only require fields that are essential for the workflow.
• Use optional fields for information that may not apply to all customers.
• Review customer fields periodically as your business needs change.
• Test forms from the customer’s perspective to ensure clarity and ease of use.

Troubleshooting

• A field isn’t showing: Check that it’s enabled for the correct store and usage step.
• Too many questions on quote forms: Hide or disable non-essential fields in the Request to Quote usage.
• Customers can’t submit forms: Verify that required fields are appropriate and relevant.

FAQs

• Are customer fields tied to specific orders?
  No. Customer fields are primarily tied to the customer or company account, though they may appear during order workflows.
• Can I limit fields to certain stores?
  Yes. Fields can be enabled for all stores or only selected stores.
• Can I edit default system fields?
  No. Default greyed-out fields are required and cannot be modified.

Additional Resources

• Add new customer fields
• Using Custom Fields in Products