Customer Attributes & Optional Fields

🧩 Customer Attributes & Optional Fields (In-Depth Guide)
 

When adding or editing a customer in Ontraccr, you have access to a rich set of fields that let you store key information beyond just a name. These fields not only help organize your database but also connect with other workflows—like auto-filling forms and enabling automation.

This article breaks down all available optional fields in the customer profile and how each one works.

🗂️ Categories of Fields

Customer data fields are grouped into two steps in the “Add Customer” workflow:

1. Step 1: General Info
2. Step 2: Billing Info (optional)

🧾 Step 1 – General Info Fields

🏷️ Labels

• Use to categorize customers (e.g., “Retail”, “VIP”, “Problem Client”).
• You can:
  • Select existing labels
  • Type a new one and click Add to create it
• Helps with filtering and sorting on the Contacts page

📂 Buckets

• Optional grouping feature.
• Must be created separately.
• Once created, customers can be linked to a bucket.
• Learn more in the Buckets feature guide.

☎️ Phone Numbers

• Office Phone Number
• Mobile Phone Number
• Fax Phone Number

📧 Emails

• Office Email
• Billing Email

💡 These fields integrate with forms:

• When used in attribute-type questions, these email addresses can auto-populate and be used for automated form-based emailing.

🌐 Website

• Freeform URL field

📝 Info

• General-purpose freeform notes field
• Great for internal context or client-specific nuances

📍 Addresses

• Office Address
• Option to uncheck “Use Office Address” to enter a separate billing address

💸 Step 2 – Billing Info Fields

💲 Billing Rate

• Pulled from preconfigured rates in Settings > Time Tracking > Rates
• Useful for setting per-customer negotiated rates
• Applies to any form or workflow that uses billing info

✍️ Custom Rate

• Check the box to manually enter a dynamic rate

📉 Material Discount

• Enter a percentage (e.g., 10 for 10%)
• Automatically applies to forms with material tables when this customer is selected
• Helps automate client-specific pricing rules

📌 Integration with Forms

All fields listed above are available as attributes in Ontraccr forms. That means:

• Selecting a customer in a form can auto-fill relevant fields (emails, phone numbers, addresses, etc.)
• Reduces manual entry
• Ensures consistency across workflows