How can I add new fields to my customers?

You can add up to 3 custom fields for your customers to specify any additional information you want to.

To create a Custom Field:

• Go to Settings from the top-right corner.

• Click Customers.

• Select the Field Customization tab.

• Click + New Custom Field at the top-right corner.

  

• Enter the Label Name, Data Type and other necessary details.

• Click Save.

You can edit the custom fields you’ve created, or remove them anytime by going to preferences.