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Create / Edit Custom Fields in Customer Profile

  1. Go to "Settings" > "Customer Fields" > click "Create Customer Field" or an existing Customer Field
  2. Enter the field name and select the type of field. You can also customize this to be a checkbox, date, or any other applicable field.

 

To View Custom Fields

  1. Go to "Customers" > Customer profile
  2. The new custom fields can be updated by editing a customer profile.