Managing Additional Customer Fields
This manual explains how to create and manage additional customer fields and field groups in the admin area of your website.
Start with the short video to get familiar.
You can find and purchase the module in the App Shop via the link provided.
https://www.oscommerce.com/app/customer-additional-fields
The manual below explains everything step by step.
Follow these steps to configure and use the module effectively.
1) Install and Enable the Module
1. Log in to the admin area of your website.
2. Click App Shop and then select the Store tab.
3. Locate the Additional Customer Fields module and click the Install button.
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4. Navigate to the Modules and Extensions tabs in your admin panel.
5. Use the quick search to locate the Additional Customer Fields module and click Edit.
6. In the Settings section:
- Set the module to True to enable it.
- Toggle the option for Extra Types for Additional Fields to True.
7. Click Update to save your settings.
2) Working with Additional Customer Fields
Once the module is enabled, click on the Additional Customer Fields button.
You will be redirected to the Additional customer fields groups page, where you can manage and customize customer fields.
2.1 Managing Field Groups
1. To create a new field group:
- Click Add Group.
- Provide a name for the new group and click Save.
2. To rename an existing group:
Select the desired group and click Edit.
Update the group name and click Save.
2.2 Managing Fields in a Group
1. To create a new field:
- Click Add Field within the desired group.
2. To edit an existing field (e.g. Limited Company):
- Double-click the field name or select the field and click Edit.
3. On the Edit Field page, you can:
- Assign a Field Code.
- Select a Field Type from the dropdown list.
- Toggle settings to:
- Make the field required.
- Display the field in the admin customer page, customer account, registration form, and contact form.
- Customize the Field Name.
4. Click Save to complete your changes.
3) Viewing Additional Customer Fields
Once you have added or edited customer fields, they will appear in the Additional Customer Fields section when viewing or editing customer details.