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adminhelp:customersadministration:customercustomfields [2018/11/30 09:47]
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adminhelp:customersadministration:customercustomfields [2019/02/08 06:43] (current)
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 ;#;//Figure B - Add New Custom Field//;#; ;#;//Figure B - Add New Custom Field//;#;
  
-Above image shows the form where user can add new custom field. One should enter Name, Label and select customer Role Types to which this field will be added. It is also possible to define field's rank, but it is not required.+Above image shows the form where user can add new custom field. One should enter **Name****Label** and select customer **Role Type** to which this field will be added. It is also possible to define field's rank, but it is not required. Also, you can specify if a customer custom field contains [[adminhelp:security:personally_identifiable_information:sensitive_personally_identifiable_information|sensitive data]] by selecting the **Sensitive Data** checkbox.
 Please note that field Name is used to uniquely identify customer's custom fields - therefore, user can't add two custom fields with same name and role type.  Please note that field Name is used to uniquely identify customer's custom fields - therefore, user can't add two custom fields with same name and role type. 
 By selecting multiple Role Types on this form and clicking on "Save" adds multiple custom fields with exact same data - for each customer role it adds one custom field.  By selecting multiple Role Types on this form and clicking on "Save" adds multiple custom fields with exact same data - for each customer role it adds one custom field. 
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 ===== Custom Field Names ===== ===== Custom Field Names =====
  
-As mentioned above, custom fields have a "Namefield which is required to enter and is used in conjunction with "Role Typeto uniquely identify customer's custom fields. +As mentioned above, custom fields have a **Name** field which is required to enter and is used in conjunction with **Role Type** to uniquely identify customer's custom fields. 
 When users copy customer data from one role to another, custom fields are being copied from one role to another along with standard fields. Custom field names are being used to identify which field is to be copied from source customer role to which field on destination customer role. Fields that are contained in source customer role and are missing from destination customer role would not be copied.  When users copy customer data from one role to another, custom fields are being copied from one role to another along with standard fields. Custom field names are being used to identify which field is to be copied from source customer role to which field on destination customer role. Fields that are contained in source customer role and are missing from destination customer role would not be copied. 
  
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