Configure custom fields for customer records

This topic describes how to configure custom fields for customer records. You can configure up to five custom text, number, and date fields for customers.

You can set up custom text, number, and date fields for customers records. Use these custom fields to capture additional information that is not captured in other fields. Custom fields can be a very useful way to build filters to identify customers when you are using wizards or generating reports.

1. Click Setup.

2. Expand Miscellaneous.

3. Click Custom Fields.

4. On the Customer tab, enter field labels for the following:

• Custom Text: You can enter field labels for up to five custom text fields. For example, if your store sells automotive parts or services, you might customize these text fields to capture information such as the make, model, year, and color of the customer's vehicle.

• Custom Number: You can enter field labels for up to five custom number fields. For example, if your store sells pet supplies and services, you might customize these number fields to capture information such as how many dogs, cats, birds, or other pets the customer has.

• Custom Date: You can enter field labels for up to five custom date fields. For example, you might customize these date fields to capture the customer's birthday if you offer birthday specials, or to capture the date the customer signed up for the store's Loyalty program, etc.

1. Click Save And Close.

Examples of custom fields in use: