Customers Info tab (user defined fields)

On Customer List you can add more information to every customer, you are not limited to the fields that are provided on the General tab.

Click the Info tab on any customer and you will see a blank page. Here you can add up to 24 extra prompts, or questions, to capture extra information that is relevant to your business.

Watch the video to see how to setup prompts and use them, or read below.

Setup prompts

1. Open Customer List from the main toolbar.
2. Click on any customer to select them and click the Info tab along the top.
3. On the top menubar select Customers and pick User Defined Fields.
4. In the 24 boxes you can enter the prompt text e.g. Marketing preference
5. Next to the prompt, select the type of answer that can be entered from: Character, Number, Date, Selection List.
6. Click Update to save and close.
   Your prompts are now setup and information can be entered for every customer.

Use prompts on customers

1. Open Customer List from the main toolbar.
2. Click on any customer to select them and click the Info tab along the top.
3. Click Edit in the middle of the customer screen.
4. Add or edit the responses you need.
5. Click Update to save and close.
   Your prompts are now saved on your customer.