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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 {{:en:module_manual:customer:自定义字段_列表.jpg?768|}} * You can also edit/delete/export customized fields ===== Add ===== {{:en:module_manual:customer:自定义字段_添加.jpg|}} * 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. <note> 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 </note> * 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 {{:en:module_manual:customer:自定义字段_input.jpg|}} * Selectoption: When the type is select, you can put user selection, separated with comma , {{:en:module_manual:customer:自定义字段_select.jpg|}} {{:en:module_manual:customer:自定义字段_可输入select.jpg|}} * integer: integer number * text: for memo {{:en:module_manual:customer:自定义字段_text.jpg|}} * upload: for upload files, images {{:en:module_manual:customer:自定义字段_upload.jpg|}} * date: year, month and day {{:en:module_manual:customer:自定义字段_date.jpg|}} * datetime: year, month, day, hour, minute and second {{:en:module_manual:customer:自定义字段_datetime.jpg|}} * relate: for country/province/city {{:en:module_manual:customer:自定义字段_relate.jpg|}} * 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 ===== relate类型字段如何使用？假设我们需要做一个省市区关联选择字段，即选择省份后，城市字段中列出该省的城市，选择城市后，区县字段列出该市的区县。 第一步设置字段名称，把三个字段英文名连续写到字段名称中，用逗号分割，结尾无逗号，如图 {{:en:module_manual:customer:自定义字段_relate设置1.jpg|}} 第二步设置字段多语言，对应字段名称填写其中文含义，同样连续写到字段多语言中，用逗号分割，结尾无逗号，如图 {{:en:module_manual:customer:自定义字段_relate设置2.jpg|}} 第三步设置select选项，首先确认选项输入方式。 通过textarea填写，适合少量数据直接在系统页面编写保存。要求连续书写，对应字段名称的格式，每组以分号”;”结束。同组字段间以逗号”,”分割。如左图书写方式。 {{:en:module_manual:customer:自定义字段_relate设置3.jpg|}} 通过txt文件上传，适合大量数据编写保存。可以按textarea方式编写文件内容，也可每组换行书写（推荐，此方式便于编辑）。 {{:en:module_manual:customer:自定义字段_relate设置4.jpg|}} {{:en:module_manual:customer:自定义字段_relate设置5.jpg|}} 注意：文章中所提到的分割符，均为英文半角分割符号(‘,’和’;’)。 ===== Edit ===== * Double click to open a customization record {{:en:module_manual:customer:自定义字段_编辑.jpg|}} * When the field is grey, means it's not editable {{:en:module_manual:customer:自定义字段_修改客户包.jpg|}} * 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 {{:en:module_manual:customer:自定义字段_修改字段类型.jpg|}} * When type is input or select, you can change it to select or input