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Customization
- To add new customer fields, we can go to Customer → Customization to add or edit customer information
- In this page, we can customize individual or organization main table, or individual customer package
- You can also edit/delete/export customized fields
Add
- Team: mandatory, you need to select which team you want to add this field to
- Table:
- Individual: customer package type is individual
- Organization: customer package type is organization
- Customer Package:
- select if you only want to add this field to specific customer package
- if you don't select any customer package, this field will be add to main customer package and all new customer packages.
FAQ: I have a package A, now I want to add a new field “level” into it, and I want system create this field for all new packages, in this case, we need to create two customization
1st, we select package A, add a “level” field
2nd, we don't select any package, add a “level” field, so all new packages have this field
- Type
- Input: for shot information
- select: drop down menu
- Select Can Enter: When the type is select, besides select from drop down menu, if it's allowed to enter information
- Selectoption: When the type is select, you can put user selection, separated with comma ,
- integer: integer number
- text: for memo
- upload: for upload files, images
- date: year, month and day
- datetime: year, month, day, hour, minute and second
- relate: for country/province/city
- Identity: need to be unique in the package and english letters only, will be used as column name for database
- Display As: what we will see
How to use relate field
- Let's say you want to add relationship field for country, province and city
- first we need to put three fields name into Identity, separated with comma(,)
- put three Display As, separated with comma(,)
- select input method for relate field
- textarea: you can put the data from the page
- upload: you can upload a txt file which include all information
Edit
- Double click to open a customization record
- When the field is grey, means it's not editable
- If you didn't select any customer package when you created, you are not allowed to change this
- If you select customer packages, when you edit, you are only allowed to add more customer package, and you are not allowed to de-select
- When type is input or select, you can change it to select or input
Display
- For customer service module, you can go to Customer → Custom Fields to adjust display order, hide a field or change user permission
- For campaigns, you can go to Campaign → Campaign, background field and agent field to change
