Capturing extra customer info
Extra customer info helps you keep track of any specific info you need for your customers.
Want to keep note of how a customer heard about you, what kind of boiler they’ve got or when it next needs servicing? Extra info can help!
Setting up extra customer info
- Visit Settings > Customers
- Click on '+ Add some extra customer info'
- Type in the name of the info you’d like to capture, for example "Boiler type", "How they heard about us" or "Favourite biscuits".
- Select 'Save extra info'
Add as many extra info fields as you need.
Here’s that in action:
Adding extra info to customers
When you create – or edit – a customer, you'll be able to store details as extra info. Just enter the details you need.
You can also add extra info on-the-fly when creating or editing customers – just select '+ Add more' to setup new extra info fields.
Viewing extra customer info
Any extra info you've added for your customers will be displayed when you view that customer:
Changing extra info for your customers
You're free to update and change the extra info for your customers at any time – just visit the customer and select 'Change details'.
You can also change the name for your extra info fields, or remove them completely, by visiting Settings > Customers and selecting 'Edit'.
To remove an extra field, select edit then 'Actions (…)' > 'Delete'.