Managing Additional Customer Fields
The Additional Customer Fields module allows you to create and manage custom fields tailored to your business needs. Follow these steps to configure and use the module effectively.
Step 1: Install and Enable the Module
1. Install the module,
then navigate to the Modules and Extensions tabs in your admin panel.
2. Use the quick search to locate the Additional Customer Fields module and click Edit.
3. In the Settings section:
- Set the module to True to enable it.
- Toggle the option for Extra Types for Additional Fields to True.
4. Click Update to save your settings.
Step 2: Working with Additional Customer Fields
Once the module is enabled, click on the Additional Customer Fields button.
You will be redirected to the Additional Customer Fields Groups page, where you can manage and customize customer fields.
Managing Field Groups
1. To create a new field group:
- Click Add Group.
- Provide a name for the new group and click Save.
2. To rename an existing group:
Select the desired group and click Edit.
Update the group name and click Save.
Managing Fields in a Group
1. To create a new field:
- Click Add Field within the desired group.
2. To edit an existing field (e.g. Limited Company):
- Double-click the field name or select the field and click Edit.
On the Edit Field page, you can:
- Assign a Field Code.
- Select a Field Type from the dropdown list.
- Toggle settings to:
- Make the field required.
- Display the field in the admin customer page, customer account, registration form, and contact form.
- Customize the Field Name.
3. Click Save to complete your changes.
Viewing Additional Customer Fields
Once you have added or edited customer fields, they will appear in the Additional Customer Fields section when viewing or editing customer details.