Goodmorning,
It would be helpfull if i can add custom fields into a customer inviroment.
Example: If i visited a pub i can report data like:
Main lager: Heineken
Speciality program: Yes
Distrubiter: Multibier
Contract: Yes
Type: Restaurant
etc…
If we can transfer this data into excel we can work on our goals to achieve for that moment.
Thanks for putting this forward, Joram.
I believe my colleague has spoken to you separately about this, but there is already a custom fields feature for customers. You can set these up in Customers → Settings & tools → Custom fields. These will then be prompted for during customer creation and editing and will be shown in their account section.
Does this feature cover what you’re looking for, or is something else needed? Thank you 