Customer Fields in custom forms
Written by Chetan Chopra
Updated over a week ago

“Customer Field” in custom forms contains the details of specific customers. The customer field may have Name, Email, Address, Contact number, and other fields. The customers will enter their details in the form at the time of sending inquiries or booking sales orders from their web or mobile app.

Follow the steps to create “Customer Fields”:

Select “Custom Forms” from the left menu and click on “Form” button

On “Custom Forms” page, click on "+ Add New Form" to create new form

You will see the “Form” page as shown in the image below

Enter the required details in the fields and click on "Save" button

When you click on the a"More" icon on right of the form name, you see the “Customer Field” section 

Click on “Add New Customer Field” to create customer fields

Choose the type of field – Text, Text Area, Dropdown, Checkbox, Radio Button, Customer Email, Calendar.

Enter the Field name and click on "Save" button

You can add more customer fields to suit your requirements

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