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Custom Fields And More

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Custom Fields

You are now able to create customer custom fields. These fields add additional information that may not be covered by the standard address, phone and preference information that is available by default.

Custom fields are easy to setup and use; just follow the steps below (assuming you are an admin).

  1. Go to the Settings -> Custom Fields page.
  2. Create any number of custom fields that you need.
  3. Then either add a new customer or edit an existing one.
  4. Below the customer information fields will be the custom fields you just created.
  5. Fill in the information and submit the form.
  6. Now you should be able to see that information on any customer profile, order or preview information page.

Customizable Referrals

You can now create custom referral types for your companies' external order form. By default, CustomerTrackr gives you 15 or so referral options for your customers to choose from. Now you can add even more options that better fit your businesses needs.

They can be configured under the Settings tab, just contact your companies admin to set it up.

Contacts Management

In this releaase, we introduced our latest feature; Contact Management. Contact Management allows you to add your business' key contacts like vendors, consultants and any other important business contact you may have. Information like address, phone, email, website and social media addresses can be stored for your contacts.

You can also store notes for each contact to help share relevant information across your companies employees. Additionally, you can categorize your contacts into types (or categories) that you define.

To start using Contacts, just have your site admin enable the feature for your company.

Customers

Lastly, we introduced a minor update to the Customer list page. Now by default, you can view the latest customers added to the system. This was added to the Contacts list page as well.

We hope you find the new features easy to use and help make CustomerTrackr an integral part of your companies continued success. If you have any questions or feedback, please let us know.