How to add additional informaton of your customer?

Modified on Wed, 7 Aug at 4:24 PM

  1. Go to the top right and choose “My Biztory”.


  1. Choose “Customer” in the setting menu.


  1. Add the field name and select the field type then click “Add New”.

Field Name: It is like a title of the information such as student ID, Package and so on.

Field Type: There are three types of choices including text, number and dropdown.

Text: You can insert alphabet and numerical. 

Number: You only can fill in numerical.

Dropdown: You can create a few choices such different languages, package A,B,C and so on. 


  1. If you choose dropdown as field type.

  1. Insert title of the option.

  2. Click “Setting add_dropdown” to add the option.

  3. The options will show in the option box once you clicked “Setting add_dropdown”.

  4. Click “Add New” if all the options are completely inserted.


5. All the additional information will be displayed. Click “Save” if all the information is correct.


6. Go to “Sales” and choose “Customer”.


          7. You can “Add New” or “Edit” customers.


          8. Scroll down to the bottom and you will see the additional information you added just 

              now.

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