How to add a custom field to customer profiles and edit their format and visibility. Custom fields are available to Admins on the Professional plan.
How to create a new custom field
- Write-in / text
- Select from drop-down
- Yes/No (Boolean)
- Web address (URL)
You can choose to allow users to edit this field, or require that it only be populated by an API. You can also enable multiple submissions to the field.
How to edit a custom field
You can edit the name and description of any custom field, hide the field from customers' profiles, change users' access to editing, or change where the field appears on a customer's profile. Note that you cannot change the key or the field type.
Visit the field's details within Customers settings by clicking on the field to make the following changes:
- Click "Hide" next to Visible to prevent the field from appearing (hidden fields will then appear under the Hidden tab, where you can re-add the app to profiles by clicking "Show").
- Click "Disable Editing" to prevent users from editing the field
- Use the arrows under Position to change where the fields are displayed. The order on this page is also the order you'll see on a customer's profile.
- Where relevant, you can also add options for your menu drop-downs under Options.