You can create custom fields for your customer profiles to store and display any data you wish. With the ability to set the order of your custom fields and add different visibility permissions by role, you can control how your custom fields are displayed to your team members.
To create a custom field, navigate to the the 'Administration' section, click on the 'Customers' heading and then the 'Custom Fields' tab. You can also go directly there by clicking here.
Add a New Custom Field
On the 'Custom Fields' page, to add a new custom field click on 'Create New'.
In the window that pops up, add the field name and then select who has visibility to this custom field.
When you've created the Custom Field, click 'Save' and the field will show up in the list.
Next time you go to create a new customer, you'll see the custom field under 'Additional Fields'.
Note: A full re-sync (sometimes requires log out and log in) is required on your mobile apps to see newly created custom fields.
Congratulations! You've created a custom field for your customer profiles. If you need any help with this please reach out at firstname.lastname@example.org or click the blue chat icon at bottom right when you're in the app.
Next up: Importing Customers