====== Customization ======

  * To add new customer fields, we can go to Customer -> Customization to add or edit customer information
  * In this page, we can customize individual or organization main table, or individual customer package

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  * You can also edit/delete/export customized fields

===== Add =====

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  * Team: mandatory, you need to select which team you want to add this field to
  * Table:
    * Individual: customer package type is individual
    * Organization: customer package type is organization
  * Customer Package:
    * select if you only want to add this field to specific customer package
    * if you don't select any customer package, this field will be add to main customer package and all new customer packages.

<note>
FAQ: I have a package A, now I want to add a new field "level" into it, and I want system create this field for all new packages, in this case, we need to create two customization

1st, we select package A, add a "level" field

2nd, we don't select any package, add a "level" field, so all new packages have this field
</note>
  * Type
    * Input: for shot information
    * select: drop down menu
      * Select Can Enter: When the type is select, besides select from drop down menu, if it's allowed to enter information

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      * Selectoption: When the type is select, you can put user selection, separated with comma ,

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    * integer: integer number
    * text: for memo

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    * upload: for upload files, images

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    * date: year, month and day

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    * datetime: year, month, day, hour, minute and second

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    * relate: for country/province/city

{{:en:module_manual:customer:自定义字段_relate.jpg|}}

  * Identity: need to be unique in the package and english letters only, will be used as column name for database
  * Display As: what we will see





===== How to use relate field =====

  * Let's say you want to add relationship field for country, province and city
  * first we need to put three fields name into Identity, separated with comma(,)

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  * put three Display As, separated with comma(,)

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  * select input method for relate field
    * textarea: you can put the data from the page
    * upload: you can upload a txt file which include all information

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===== Edit =====
  * Double click to open a customization record

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  * When the field is grey, means it's not editable

{{:en:module_manual:customer:自定义字段_修改客户包.jpg|}}

  * If you didn't select any customer package when you created, you are not allowed to change this
  * If you select customer packages, when you edit, you are only allowed to add more customer package, and you are not allowed to de-select

{{:en:module_manual:customer:自定义字段_修改字段类型.jpg|}}

  * When type is input or select, you can change it to select or input

===== Display =====
  * For customer service module, you can go to Customer -> Custom Fields to adjust display order, hide a field or change user permission

{{:en:module_manual:customer:custom_fields.png?768|}}

  * For campaigns, you can go to Campaign -> Campaign, background field and agent field to change

{{:en:module_manual:customer:campaign_fields.png?768|}}