To enhance the management of customer information, we've introduced the capability to add custom attributes to customer profiles. These attributes allow for greater flexibility and specificity in how you store and manage customer data.

Accessing Custom Attributes

Navigate to the Customer List: Look for a new icon featuring stars. This icon indicates the custom attributes feature.

Open Custom Attributes Modal: Click on the star icon to open the modal where you can manage custom attributes.

Adding Custom Attributes

1. Add New Attribute: Inside the modal, click "Add custom attribute" to start creating a new field.
2. Define the Attribute:
   • Name the Attribute: Enter a descriptive name for the attribute to easily identify it later.
   • Select the Type: Choose from types such as text, number, or yes/no to define how the data should be formatted.
3. Set Requirement Level:
   • Decide which attributes are optional and which are required. This configuration will determine whether filling out the attribute is mandatory for customer profile.

Applying Attributes to Customer Profiles

• Integration with Customer Data: Once configured, these custom attribute fields will automatically appear in the profiles of all existing customers as well as any new customers added in the future.

  

This new functionality allows for tailored data collection, ensuring that you can capture all the relevant details about your customers necessary for your business operations. By customizing attributes, you can adapt the customer information fields to better fit the specific needs and interactions of your business.