Using Custom Fields in Corporate Admin

After you enable your custom fields, they will appear in the Corporate Admin.

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Important

Custom fields are for custom development work. They're not meant for Customer Support representatives to add notes.



Associate Custom Fields

Show in an Associate's Detail Summary:

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The custom fields show for each Associate. The values entered in the CRM_CustomFields table show as default values. To can change the values for an Associate:

  1. Click the Edit Associate button.

  2. In the Edit Associate page, enter the data in Custom Field 1-10.

  3. Click Save Changes.



Inventory Custom Fields

Show in an item's Detail page:

Inventory Custom FieldsInventory Custom Fields

The values entered in the INV_CustomFields table show as default values. You can change the values as necessary for each inventory item by editing the form.



AutoShip Custom Fields

Show in an Associate's AutoShips & Subscriptions page:

AutoShip Custom fieldsAutoShip Custom fields

The custom fields show for each AutoShip record. The values entered in the CRM_AutoShip_CustomFields table show as default values. To can change the values for an AutoShip record:

  1. Click the Change button.

  2. In the Edit AutoShip page, enter values into Custom Field 1-5.

  3. Click Save Changes.



Order Custom Fields

Show in an order's Detail page:

Order Custom FieldsOrder Custom Fields

The values entered in the CRM_Order table show as default values. To can change the values for an order:

  1. Click the Edit button.

  2. In the Edit Order page, enter the data in Custom Field 1-5.

  3. Click Save Changes.


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