thread Editing predefined fields in Customer Directory in Archived Discussions (Read Only)

Editing predefined fields in Customer Directory

suitedbygrant — Mon, 11 Jul 2016 20:35:00 GMT

I'm wondering if there is any way to edit what predefined fields appear in the customer directory. My company does custom men's clothing and I would like to make a "measurements" required field for each customer, where we can record the 26 measurements we take of each client.

Is this possible?

Re: Editing predefined fields in Customer Directory

Kelly — Mon, 11 Jul 2016 21:52:39 GMT

Great question! While we don't have a way to edit those fields, there is a section for you to add any notes that you need. Though the section isn't required when you create a customer, it will allow you to add any information you need!

I know that this isn't the ideal solution and I will be sure to share your request with our product liaison team but, in the meantime, I hope this helps!

Re: Editing predefined fields in Customer Directory

npha — Fri, 05 Aug 2016 14:17:40 GMT

Being allowed to add fields to the customer directory would be very helpful.

Is there a way to make a customize customer profile?

Cindib — Tue, 24 Jan 2017 17:03:27 GMT

I would like to make my customer profile more personal....is there a way to edit the fields?

Re: Is there a way to make a customize customer profile?

Chad — Wed, 25 Jan 2017 18:34:57 GMT

@Cindib I recomend taking a look at Kelly's answer in this thread. It should help answer your question. 😀