MMv4 KB
 
Search Customer Fields
  Last Edited - 01/23/2014 10:25am PST
  Category Path - Shopping Cart Software Components > Administration Area > Customers
 
Customer Fields are custom fields used in the storefront that can be added to customer accounts if the default options are insufficient for the store's needs.  The Search Customer Fields page provides options to review, manage, and make bulk changes to them.
 
Customer Fields Columns

SID (System ID)
The SID (System ID) is a unique number that identifies the field to the system.  This number cannot be changed.

Display Order
The display order number determines the order in which the fields are arranged in the storefront pages.  Lower numbers are given higher priority and appear first.

Title
The title of the field appears to the left of the field in the storefront pages.

Type
The type of field is the method of data input (such as a text field or a dropdown menu).

Unique
If a customer field is set to unique, the data that is saved for the field in each customer account must be unique.

Required
If a customer field is set to be required, each new customer account must have the field populated.  This may prevent customers from completing the checkout process in the storefront until the field has been populated.

Strict
If an field is set to strict, only letters, numbers, and underscores can be typed into the field.  Otherwise, any characters may be entered.

Encrypt
If an field is set to encrypt, the data in the field will be encrypted when it is saved to the database.

Internal
If selected, the field will only apply to the admin area, and not the storefront.

Email
The field will be included in all store generated emails sent to the customer account.

Notes
Notes are hidden and displayed to store administrators only.  Click on the number to view/edit the note or to add a new note.

Active
An active field appears in the storefront pages.  An inactive field will be hidden in the storefront.  The "green dot" indicates active, while a "red x" indicates that the field is inactive.  Click to toggle the status.

Clone
This tool creates a new customer field based on an existing customer field; which is useful for quickly creating new ones.

Edit this Customer Field
Click on the SID number or    icon for a customer field to go to the Customer Field Editor, where the customer field can be edited.

 (Check icon)
The checkboxes in this column work with the dropdown field below the table, providing the options of activating, deactivating, and deleting one or more customer fields. 

 
Bulk Editing

Display Order
The display order number determines the order in which the fields are arranged in the storefront pages.  Lower numbers are given higher priority and appear first.  To change the priority of the customer fields, use the DO column to make adjustments.

Make Active
Multiple customer fields can be activated by selecting the checkboxes on the right, selecting Make Active from the dropdown menu and clicking Go.

Make Inactive
Multiple customer fields can be deactivated by selecting the checkboxes on the first right, selecting Make Inactive from the dropdown menu, and clicking Go.

Clone
Multiple customer fields can be cloned simultaneously.  To clone multiple customer fields,  select the desired checkboxes on the far right, select clone in the dropdown below the table, and click Go.

Delete
If a customer field is no longer needed, it can be deleted.  To delete a customer field, select the desired customer field(s) using the checkboxes on the right, select delete in the dropdown below the table, and click Go.

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