How to edit Customer fields

Skynamo offers you the opportunity to customize fields for all your database needs. Customer, product, and end user profile templates can be created to your requirements.

Firstly to explain Customer fields a bit, this is the information the users would be able to see under the customer details.

As an example, on Insights when you open a customer and navigate to the Overview tab, the customer details would be listed on the right side of the screen under the heading "Details".
The customized customer fields will be listed below the field called "Promotion Groups.".

This would also be the column headings of the downloaded excel file of your customer database.

To edit your Customer fields navigate to Settings, and then Customer fields in the "Views" pane.

Here you will be presented with the following page.

On the left side of your screen, you would see the variety of available field options.

Customer fields can be customized by adding new fields in normal text, number, drop-down boxes, date and time, email, and address fields.

You can also add Labels or Dividers into your customer fields.

Please note: that you will not be able to add another column to your Excel Customer download information without firstly adding the Customer field by going to Settings, Customer Fields and adding the new field, and selecting Save.

On the right side of the screen is the "Selected field options" from which you can customize and configure each selected field one-by-one (the selected field will be surrounded by a purple box).

Here is the list of customer fields available on Skynamo:

Text – free text capturing
Number – free number format capturing
Drop Down Box – choose between single, multi, single nested or multi nested
Email – contact field
Address – editable free text contact field
Date/Time – predefined
Label – used for headers
Divider – for aesthetics

The Default settings on each custom field:

The Default settings apply to each custom field, enabling greater control over end user access and experience.

Mobile settings – these settings influence end user ability on mobile

• Visible on mobile – instead of deleting fields and losing historic data; rather “hide” by deselecting.
• Editable on mobile – left unticked, the end user will be unable to operate the specified field or action.

Other settings -

• This field must have a value – control measure to ensure that the end user completes the field before saving.
• Can search on this field – allows information to be searchable content.
• Can filter on this field – all end users can find this information using the in-app filtering options.
• Can sort by this field – similar to the filter option, selecting this box will allow end users to sort through data.

Here follows a brief explanation of each customer field:

Text

Free text for any type of data capturing. Use the default settings to make this a “forced” field.

Number

1. Name your field
2. Indicate number setting preferences. Decimal places – pre-sets the field according to the decimal places selected.
3. Complete default settings.

Email

1. Name the data field. Example; Contact 1 Email
2. Determine Email settings - Tick the “Send to recipients” box if information should be emailed on completion of forms, orders, quotes, ecs. by default.

Mobile settings – if these boxes are both ticked then the mobile user can freely use this field from the front end. To restrict usage; deselect accordingly.

Other settings – see default settings.

Address

1. Name the field e.g: Delivery Location, Physical Address, Post Address, etc.
2. Apply default settings accordingly.

Drop downs

Single Select – a drop-down box allowing the end user to select one item from a predetermined list.

Multi-Select – allows end user to select more than one option from the field.

• The form builder will list 3 options by default.
• Name each of the options (these are the options that will display for the end user to select from)
• Delete, add more, or set to default display as needed.
• Add item – to add more lines
• Sort A-Z  - sort in alphabetical order
• List import - Select a predetermined list from Excel, paste it in the text box, and click on "Add newline list".

Date and Time

*Note: forms are date and time stamped by default so this field is ideal for incident reports or future-dated action requirements.

Label

Use labels as headers, to section customer fields with multiple data subjects, or to add a fine print.

1. Click on the text field to name the label (text is visible on the customer details)
2. Select label type.

Divider

Dividers are text free and used to add division on customer fields for aesthetics.

There are no additional settings for dividers.

If you are experiencing any issues, please contact our support team by mailing us at support@skynamo.com.