How can I add new fields to my customers?
You can add as many as Ten custom fields for your customers to specify any additional information you want to.
- Click the Gear icon on the top right and select Preferences.
- Select the Customers section and click on the Field Customization tab.
- Here, you’ll find the option to add up to 10 custom fields.
- Add the desired fields and save your changes. Your customers will now contain the fields you entered.
You can edit the custom fields you’ve created, or remove them anytime by going to preferences.