How to make a custom Customer field?

Sometimes you may want more options for customer information than the default ones provide. You can easily add these yourself by following the following steps below.

1. Go to App4Sales in the CMS and click on "custom customer fields".
2. Click “New field”
3. Type the name of the new field in “Field name”
4. Type the name of the new field how it’s called in the ERP package in “Technical name”
5. Choose one of the options; text, for a free to fill field, number, for a free to fill number field, date, for a select a date field, yes/no, for a yes or no question, dropdown list, for a list to choose from
6. Then choose if you would like to make the field mandatory by ticking the box
7. Don’t forget to press save so your changes are saved.

If you chose option e, there are some more steps to follow in this screen.

1. Click the new customer field you just created
2. Click on "Add option" on the bottom right of the screen
3. In the field called “Description for the app" fill in how this choice is named in the app
4. In the field called "Value to backoffice" fill in how this choice is named in the ERP
5. Click "Add option" to make a new choice, you can find the one you just made on the left.
6. Press save to save your options. 

Now you made the customer fields. To make sure you actually see this field in the app you need to go to App4Sales -> Create Customer, here you see the new customer field on the left side of the page. If you drag this one to the window on the right side of the page you can choose where in the list you like this field to go. Press save to save your changes. You will see this new field when you synchronize the app.