Difference between revisions of "Custom Client Fields"
From WHMCS Documentation
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Custom fields allow you to collect additional information from your clients. WHMCS allows you to set up an unlimited number of customer fields that apply to clients, individual products and services, and support departments. You can set them as either admin-only for private use or public. | Custom fields allow you to collect additional information from your clients. WHMCS allows you to set up an unlimited number of customer fields that apply to clients, individual products and services, and support departments. You can set them as either admin-only for private use or public. | ||
| − | You can access this feature at '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > Custom Client Fields'''. | + | You can access this feature at '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > Custom Client Fields''' or, prior to WHMCS 8.0, '''Setup > Custom Client Fields'''. |
== Add or Edit a Custom Field == | == Add or Edit a Custom Field == | ||
Revision as of 21:24, 20 April 2022
Custom fields allow you to collect additional information from your clients. WHMCS allows you to set up an unlimited number of customer fields that apply to clients, individual products and services, and support departments. You can set them as either admin-only for private use or public.
You can access this feature at Configuration () > System Settings > Custom Client Fields or, prior to WHMCS 8.0, Setup > Custom Client Fields.
Add or Edit a Custom Field
To add a custom field to your clients' profiles:
- Locate the desired custom field to edit or create a new custom field under Add New Custom Field.
- Enter the requested field information and choose a field type.
- Check the appropriate checkboxes to show or hide the field or require a response.
- Click Save Changes.
For more information about custom field configuration, see Custom Fields.