š Overview
When you first open your Customer Fields list, you'll notice some fields already exist. These are pre-loaded to save you time, since they're some of the most commonly used fields across businesses.
š The Pre-loaded Fields
Head to Settings ā Customer Fields to see your full list, including the pre-loaded ones.
š ļø Customising Pre-loaded Fields
You're free to edit, delete, or add new fields as needed. Pre-loaded fields work exactly like any field you create yourself, with one exception: the two System Fields (Date of Birth and Marketing Preference) can't be deleted, only edited.
ā Frequently Asked Questions (FAQs)
Find answers to common questions or additional details that may not be covered in the main instructions.
Click the arrow to view frequently asked questions
Click the arrow to view frequently asked questions
Can I delete a pre-loaded field I don't need?
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Click the arrow to see the answer
Yes, unless it's one of the two System Fields (Date of Birth or Marketing Preference), which can only be edited, not deleted. Bear in mind that deleting a field also permanently removes any customer data stored against it.
ā
This is outlined in our relevant support guide here.
Are pre-loaded fields already on my forms?
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Click the arrow to see the answer
Not necessarily. A field existing in your Customer Fields list is separate from whether it appears on a form or on the customer profile. Check each field's settings to see where it's currently being used.
ā
This is outlined in our relevant support guide here.