|
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. Common examples for customer fields include: "Company Name" and "How did you hear about us?".
The Customer Field Editor is used to create and edit customer fields.
To create a new customer field:
-
Go to [Customers > Search Customer Fields > + ].
-
Select the type of field.
-
Populate the section "Configure the custom field".
-
Click the Add this customer field button when finished.
To edit an existing customer field:
-
Go to [Customer > Search Customer Fields].
-
Click either the SID number or the
 icon associated with the customer field.
-
Make the desired changes to the customer field.
-
Click the Save Changes button when finished.
Customer field format types
Customer field data can be formatted in several different ways, explained in detail below.
Calendar
Creates a text field for a date to be entered in the storefront. When selected, a calendar modal will appear to allow a date to be selected, which will be inputted into the text field.
Checkbox
One or more checkboxes can be used. This feature can be used to allow for more than one selection to be made simultaneously.
Dropdown Menu
A dropdown menu is used to allow for a single selection to be made from a group of options.
List (Select One)
A "select one" list is used to provide a list of text options where the user can make a single selection.
List (Select Multiple)
A "select multiple" list is used to provide a list of text options where the user can make multiple selections.
Radio Buttons
Radio Buttons are used to select a single option from a from a group of options
Text Field
Text Fields are used to create an area where text can be inputted.
Configure the Custom Field
Each custom field has options that determine how they are presented. Some of these options apply to all types of custom fields, while others are specific to a certain type. The options are explained in detail below.
SID (System ID)
The SID (System ID) is a unique number that identifies the field to the system. This number cannot be changed.
Field Title
The Field title appears to the left of the custom field in the checkout area.
Field Description
The field description appears above the field in the checkout area of the storefront.
Display Order
The display order number determines the order in which the field are arranged in the checkout area. The lower the number, the higher the priority.
Active
An active field appears in the checkout. Inactive fields are hidden.
Unique
If a field is set to unique, the data that is saved in the field for each customer account cannot be identical to the data saved for the field in any other customer account.
Required
If a field is set to required, a customer account cannot be created if unless the field is populated.
Encrypt
If a field is set to encrypt, the data associated with the field will be encrypted when it is saved in the store database.
Internal Only
If selected, the field will only be displayed in the Administration area, never in the storefront.
Include in Email
If selected, the field will be included in emails sent to the email address associated with the customer.
Notes
Notes are used internally for store administrators only.
|
