Custom fields on customers

Every business tracks something particular. Custom fields add it to the customer record properly, rather than in a notes box.

1. Create a Field and choose its type: text, Date, Dropdown, Checkboxes or File Upload.

2. Dropdowns and checkboxes take their own options; Allow multiple selections where more than one can be true.

3. Add Help text so whoever fills it in knows what you meant.

4. Mark a field Admin when it is internal and should not be shown to the customer.

Tip: Pick the narrowest type that fits. A dropdown you can report on beats free text you cannot.