Your store can track extra customer details using custom fields. These appear on every Customer Information page and are only required if enabled in your Store Configuration. Follow the steps below to create them:
From the left menu, click Customers.
In the top-right corner, click the three dots (...).
Choose Custom Field Configuration.
Add up to 10 custom fields. After setting up your field, click Save in the bottom-right corner.
To update an existing field, edit the information. Once done, click Save again.
Configure Field Settings
When creating a custom field, you need to define how it should appear and what type of information it will store.
Use the following options to customize each field:
Name
Enter the label that will appear on the customer record.Type
Select the field type:Text
Notes or general information.Dropdown
Create a list of values to choose from. Use Add New Value to add options.Checkbox
Best for yes/no fields.Email
Store an additional email address.Website
Enter a URL (useful for business accounts).Phone Number
Store another phone number.Date
Associate a specific date with the record.Image
Attach an image file.
File
Upload a file:Image
PDF
Other format
Additional Options
You can control how each custom field behaves and where it will appear.
Show on Receipt
Display the field and its information on receipts disabled by default.Hide Field Label
Hide the field name on receipts, but still show its value.Required
Make the field mandatory for all records, new and existing.