In custom fields, you can store a set of extra data about customers (e.g., driver’s license ID or tax code) to supplement standard PortaBilling information. This additional information can be necessary for support and troubleshooting. You create custom fields on the Custom data page. You see them in the list on this panel. For custom fields to appear on the customer or account page, assign them to the customer class.
Each entry in the result list consists of:
Object
Defines whether the custom field applies to the customer or the account.
Name
The descriptive name of the custom field. Both the reseller’s admin and your customers, if allowed, see this field under this name on their page.
Type
The custom field type.
Properties
The properties of the field that define its form, appearance, or value. These properties are specific to the field type.
Default
Shows the default value for the custom field, if defined.
Mandatory
Defines whether this custom field is mandatory.
Access for end users
Additional information about customers can be sensitive and must be shown on the web interface without any risk of exposing it to end users. However, information such as a customer’s bonus, driver’s license ID, etc. can be useful for both an administrator and an end user. This field shows whether end users can see and edit this custom field on their self-care interfaces.
Contains personal data
Indicates that the data in this custom field is considered personal. In this case, it is masked for users who are not permitted to access and process personal data according to the GDPR regulations.
Assign a custom field to the customer class
To assign a custom field, perform the following:
-
Click Open custom data on the toolbar
- Select the custom field from the list
-
Click Add in the lower-right corner
Remove a custom field from the customer class
To remove a custom field, perform the following:
- Select it from the list
- Сlick Disable in the lower-right corner
- Click Disable in the Disable custom fields dialog
