Adding Custom Sections and Fields to Customer Profiles

🛠️ Custom Fields for Customers – Adding Custom Sections and Fields
 

Ontraccr lets you extend the default customer profile with custom fields tailored to your business needs. Whether you want to track account tier, client preferences, or internal notes, custom fields let you capture additional structured data without changing the base platform.

This article walks through how to set up and use custom fields for customer profiles.

🎯 Why Use Custom Fields?

Use custom fields to capture data that doesn’t exist in the default customer setup, such as:

• Contract start/end dates
• Sales region
• Account rep
• Internal tags
• Risk assessments

These fields appear alongside default fields in both the Add/Edit customer screen and the customer’s General Info tab.

🧭 How to Create Custom Fields for Customers

Step-by-Step

Navigate to Settings > Customization > Custom Fields

Open the dropdown at the top of the screen

Select Customers from the list

(Other options include Users, Projects, Vendor Certifications, etc.)

🧱 Create a Custom Section

1. Click Add Section
2. Enter a section name (e.g., “Additional Info”, “Sales Details”)
3. Click Save

This section will group your related custom fields.

➕ Add a Custom Field

1. After creating a section, click Add Field
2. Choose the field type from the options below:

1. Configure the field:
   • Field Name (e.g., “Sales Rep”)
   • Optional or Mandatory
2. Click Save

💡 You can add multiple fields per section and multiple sections per profile.

📥 Where Custom Fields Appear

Once saved:

• They appear under Step 1: General Info when adding or editing a customer
• They are visible in the General Info tab of the customer’s dashboard

🔐 Permissions

• Only Admins or users with customization rights can create custom fields
• All users can view and enter data for visible custom fields in customer records