Custom fields

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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.

Custom fields list of Customer class editing panel

Each entry in the result list consists of: Each entry in the result list consists of:

Enabled

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The custom field status. The Checkmark check mark grey icon shows the custom field is enabled. A blank space means the custom field isn't assigned to the customer class.

Object

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Defines whether the custom field applies to the customer or the account.

Name

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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

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The custom field type.

Properties

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The properties of the field that define its form, appearance, or value. These properties are specific to the field type.

Default

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Shows the default value for the custom field, if defined.

Mandatory

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Defines whether this custom field is mandatory.

Visible to the end user

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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

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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

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To assign a custom field, perform the following:

  • Select the custom field from the list

  • Click Enable from the toolbar

  • Click Enable in the Enable custom fields dialog

Remove a custom field from the customer class

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To remove a custom field, perform the following:

  • Select it from the list
  • Сlick Disable from the toolbar
  • Click Disable in the Disable custom fields dialog
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