Add custom data

Here you can create new custom data entries (e.g., extra SIM card information such as the marketplace where SIM cards are offered). Note that to show custom data fields for customer or account entities, these fields must be enabled via a customer class.

To add new custom data entry, click + Custom data on the Custom data panel and fill in the details. To save custom data, click Save.

Type in a descriptive name for the custom data field (e.g., Marketplace). This field then appears on the Customer/Account/SIM card/Service panel, depending on the settings.

Select whether the custom data applies to a customer, account, SIM card, or service entities.

Select the data format for this custom data. Note that once the custom data entry is created, its format cannot be changed:

• Text – select this format for a simple text (e.g., the marketplace name). Optionally, you can set:
  • Minimum length – type the minimum number of symbols (e.g., 5).
  • Maximum length – type the maximum number of symbols, up to 255 (e.g., 20).
  • Default value – type the text to be displayed in this field when a customer, account, SIM card, or service is created.
• Number – select this format for numeric values. Optionally, you can set:
  • Decimal places – define the number of digits to the right of the decimal point (e.g., 5.25 has 2 decimal places).
  • Monetary – select the checkbox to store values as currency amounts.
  • Minimum value – type in the smallest possible number. Any number less than this will be rejected. For example, if you type 5, it will not be possible to enter numbers from 0 to 4.
  • Maximum value – type in the greatest possible number, up to a quadrillion. For example, if you type 100, it will not be possible to enter numbers such as 105 or 202.
  • Default value – type the number to be displayed in this field when a customer, account, SIM card, or service is created.
• Date – select this format for dates. Optionally, you can set:
  • Date from – click Calendar and select the earliest date that can be entered.
  • Date to – click Calendar and select the latest date that can be entered.
  • Default value – click Calendar and select the date to be displayed in this field when a customer, account, SIM card, or service is created.
• Date & time – select this format for dates with time. Optionally, you can set:
  • Date from – click Calendar and select the earliest date and time that can be entered.
  • Date to – click Calendar and select the latest date and time that can be entered.
  • Default value – click Calendar and select the date and time to be displayed in this field when a customer, account, SIM card, or service is created.
• List – select this format to create a list of options within the custom data. Type in the option names and their values.
  • Name – type in the name of the option that can be selected on the customer/account/SIM card/service panel.
  • Value – type in the value that corresponds to this option. Note that this value is not displayed on the customer/account/SIM card/service panel.
  • Default value – select the option that will be selected by default in the corresponding custom field when a new customer, account, SIM card, or service is created.

Certain custom fields store information that is required for support and troubleshooting and must not be shown to end users. However, information such as a marketplace, driving license ID, etc., can be useful for both the admin and end user.

Select whether the custom data is hidden from, visible to, or editable by end users in their self-care interfaces.

By default, custom data fields are optional and can be filled in at any time for an existing customer, account, SIM card, or service. To make this custom data mandatory and display it during customer, account, SIM card, or service creation, select this checkbox.

Select this checkbox to anonymize your user’s personal data (e.g., driver’s license or insurance ID) for staff members who, according to GDPR, are not allowed to access it.