Search/create custom data

Use the Custom data search panel to find a specific custom data field. Specify one or more search criteria and click Apply filters. Click Default filters to reset the search criteria to their initial values (as they were when you first opened the Custom data search panel).

Filter custom fields by name. Type in a name for the custom field.

Filter custom fields by the entity they apply to:

• Select Any to search among custom fields that are applied to both customer and account entities.
• Select Customer to search among custom fields that are only applied to customers.
• Select Account to search among custom fields that are only applied to accounts.

Filter custom fields by the format of data that they store.

• Select Any to search among custom fields regardless of their type.
• Select Text to search among custom fields that store simple text.
• Select Number to search among custom fields that store numbers.
• Select Date to search among custom fields that store dates.
• Select Date & time to search among custom fields that store dates with a time component.
• Select List to search among custom fields that represent a list of fields.

Mandatory

Filter custom fields by their mandatory parameter.

• Select Any to search among both mandatory and non-mandatory custom fields.
• Select Yes to search among mandatory custom fields.
• Select No to search among non-mandatory custom fields.

Visible to end users

Filter custom fields by their visibility to end users.

• Select Any to search among both visible and invisible custom fields.
• Select Yes to only search among visible custom fields.
• Select No to only search among invisible custom fields.

On the Audit log panel you can track and browse through changes made to this entity.

Here you can create fields for storing custom data (e.g., extra user information such as driving license ID, a code name that maps an Internet customer to a certain vendor, etc.). Custom data fields are then assigned to customer or account entities via a customer class.

Type in a descriptive name for the custom field (e.g., Driving license ID). This field then appears on the Customer/Account panel.

Select whether the custom field applies to a customer or an account.

Select the format of the data that is stored in this field. Note that once a custom field is created, you can’t change its type:

• Text – select this type for a simple text (e.g., a description). By default, this field appears empty and can contain up to 255 symbols. Change the default settings here:
  • Minimum length – type the minimum number of symbols (e.g., 5).
  • Maximum length – type the maximum number of symbols (e.g., 20).
  • Default value – type the text to be shown in this field when a customer or an account is created (e.g., Prospect).
• Number – select this type for numbers (e.g., 10). By default, this field appears empty and can contain numbers from 0 up to a quadrillion. Change the default settings here:
  • Minimum value – type in the smallest possible number. The system then does not allow any number that is less than this minimum value to be entered. If you type 5, for example, entering numbers from 0 to 4 is forbidden.
  • Maximum value – type in the greatest possible number. (e.g., 100). This restricts greater numbers such as 105, 202, etc. from being entered.
  • Decimal place – the number of digits to the right of the decimal point (e.g., 5.25 has 2 decimal places).
  • Monetary – tick the check box to the right if you wish to add currency values here.
  • Default value – type the number to be shown in this field when a customer or an account is created (e.g., 50).
• Date – select this type for dates. By default, this field appears empty and can contain any date. Change the default settings here :
  • Date from – click the icon to the left and select the start date.

  • Date to – click the icon to the left and select the end date.

  • Default value – click the icon to the left and select the date to be shown in this field when a customer or an account is created (e.g., 2018-09-27 depending on the date format in your system.)
• Date & time – select this type for dates with a time component. By default, this field appears empty and can contain any date and time. Change the default settings here:
  • Date from – click the icon to the left and select the start date and time.
  • Date to – click the icon to the left and select the end date and time.
  • Default value – click the icon to the left and select the date and time to be shown in this field when a customer or an account is created (e.g., 2018-09-27 13:00:00 depending on the date and time format in your system.)

• List – select this type for a configurable list of fields. Type in the name for the field and specify its value.

  • Name – type in the descriptive name that you see and select on a customer/account panel (e.g., 25 min).
  • Value – type the value that system uses when a field is selected. Note that this value is not displayed on a customer/account panel.
  • Default value – this field becomes active once you have added at least one field. The selected field here is suggested, when a customer or an account is created

By default, custom fields are not mandatory and therefore they are displayed on a customer/account Custom field panels.

Enable this toggle switch to add additional information when users sign up for your services. This field then appears during a customer/account creation. It is further displayed on a Customer/Account main panel.

Some custom fields store information that is needed for support and troubleshooting and must not be shown to end users. However, information such as as driving license ID, etc. can be useful for both an administrator and an end user.

Enable this toggle switch to allow end users to see and edit this custom field on their self-care interfaces.

Enable this option to anonymize your user’s personal data (e.g., driver’s license or insurance ID) for your staff members who, according to GDPR, are not allowed to access it.