Creating Customer User-Defined Fields

Customer user-defined fields allow custom fields to be added to customer records, enabling businesses to store additional, relevant information.  Once created these can be accessed through the customer record and User Defined Pages.

Each field is configured within Marketing > Marketing Setup > Customer User Defined FieldsWith the following details:

Field Properties

• Name – The label displayed on-screen for the field.
• Type– Specifies the kind of data that can be stored in the field:
  • Text – A free-text entry box.
  • Numeric – A number-only entry box.
  • Currency – A numeric entry box formatted to two decimal places (e.g., for prices).
  • Date – A date entry box with a built-in date picker.
  • Time – A time entry box.
  • Check Box – A tickable on/off checkbox.
  • Lookup – A dropdown list with pre-defined options (set up separately).
  • Memo – A multi-line text entry box for longer notes.

Grouping Fields

User-defined fields can be organised into groups. All fields with the same Group Name will be displayed together on a shared page.

Field Order

Each field is assigned a Field Number, which determines its display order on the page.

Deleting Fields

User-defined fields cannot be permanently deleted from the database if data has already been stored. However, ticking the Deleted checkbox will hide the field from display.

Adding or Editing Fields

To create a new user-defined field:

1. Click Add.
2. Enter the field details as required.
3. Save the changes.

To edit an existing field, simply double-click on it and modify the settings as needed.