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

• You can also edit/delete/export customized fields

• 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.

• 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

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

• integer: integer number
• text: for memo

• upload: for upload files, images

• date: year, month and day

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

• relate: for country/province/city

• 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

relate类型字段如何使用？假设我们需要做一个省市区关联选择字段，即选择省份后，城市字段中列出该省的城市，选择城市后，区县字段列出该市的区县。

第一步设置字段名称，把三个字段英文名连续写到字段名称中，用逗号分割，结尾无逗号，如图

第二步设置字段多语言，对应字段名称填写其中文含义，同样连续写到字段多语言中，用逗号分割，结尾无逗号，如图

第三步设置select选项，首先确认选项输入方式。

通过textarea填写，适合少量数据直接在系统页面编写保存。要求连续书写，对应字段名称的格式，每组以分号”;”结束。同组字段间以逗号”,”分割。如左图书写方式。

通过txt文件上传，适合大量数据编写保存。可以按textarea方式编写文件内容，也可每组换行书写（推荐，此方式便于编辑）。

注意：文章中所提到的分割符，均为英文半角分割符号(‘,’和’;’)。

• Double click to open a customization record

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

• 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

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