How to Add or Remove Fields for Customers in Clover POS | Customer Plus Plus Cloud CRM
Type: Support Call
Call Reported On: 09-03-2021
Products Discussed: Customer Plus Plus
Q&A
Merchant:
A merchant using Customer Plus Plus for Clover asked:
“How do I add custom fields and/or suppress system fields to the Customer Plus Plus for Clover?”
CSI Works Support:
Here is the how to video:
First of all, each customer type has its own customer form. Once you start modifying customer forms you have to remember which type you have done it for because each type has its own customer forms.
For example, if you go to a customer inside cool leads. Click “Edit Profile“. Then, click “Edit Page“. This takes me to a list of fields that this customer type has and we can move these around. We can make last name first, first name last. We can also take notes and move the fields around. We can also make all the fields required or optional or we can completely turn them off, which means we can make them disappear from this form all together.
We can obviously add fields. To add a field, click the “Add” button and the types of fields we can add are defined in the “Field Type” drop down menu. You can name your field in the “Field Label” box. Then, you can type in the desired items in the “Add Item” section. Then, click “Add Field“. It gets added all the way to the bottom and the location can be adjusted by dragging the row. When done click “Save“.