Custom fields allow you to add specific details to customer profiles beyond the standard fields.
Steps to Add Custom Fields:
Step 1 : Navigate to the Contacts page.
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Step 2 : Locate the customer you want to add a custom field for and click the Custom Fields icon.
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Step 3 : In the modal:
- Enter the Field Name (e.g., Customer Type, Loyalty Points).
- Enter the Field Value (e.g., Regular, 500 points).
Step 4 : Click Add New to add additional fields.
Step 5 : Click Update to save.