---
title: "Customer Attributes & Optional Fields"
url: "https://help.ontraccr.com/en/article/customer-attributes-optional-fields"
language: "en"
last_updated: "2025-06-08T18:28:34.771Z"
---

# 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.

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## **🗂️ 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)**

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## **🧾 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**

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## 💸 **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

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## 📌 **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

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