Fields
By Costa1 author13 articles
- System Fields ExplainedThis guide explains what System Fields are, and the two special fields built into every account.
- Creating fieldsThis guide explains how to create custom fields to collect and store customer data, from your business dashboard settings or directly within an existing customer form.
- Pre-loaded fields explainedThis guide explains what pre-loaded fields are and how you can customise them.
- Introduction to Customer FieldsThis guide introduces Customer Fields: what they do, the different field types, and how permissions work.
- View and edit customer profile fieldsThis guide explains how to view and edit which fields appear on customer profiles.
- How to complete fields on the customer profileThis guide explains the three ways field data on a customer profile gets filled in.
- What permissions are required to manage fields?This guide explains which staff permissions are required to create, edit, and manage Customer Fields in your account.
- Understanding and using the customer field listThis guide explains how to read and use the Customer Fields list, and what you can manage from it.
- Editing fieldsThis guide explains which field settings can be edited, which can't, and how to make the changes.
- Deleting FieldsThis guide explains how to delete a field, and what happens to existing customer data when you do.
- Why can I not delete certain fields?This guide explains why some fields can't be deleted, and what to do instead.
- Enabling marketing preferencesThis guide explains how to enable and configure the Marketing Preference field so customers can set their preference.
- Multiple choice fieldsThis guide explains the different ways to structure multiple choice questions, and how the data appears in exports.