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Custom Fields

Customer Onboarding​

Custom Fields

Custom Fields allow you to extend customer profiles by adding personalized data points that fit your business needs. These fields help categorize, filter, and manage customer information efficiently. You can create various types of custom fields to store different kinds of data, such as text, numbers, dates, and more.

To access and configure custom fields in TrueBeep:

  1. Log in to your TrueBeep dashboard.
  2. Navigate to the Customers tab from the left sidebar.
  3. Click on Configure (⚙️) at the top right of the Customers section.
  4. In the Custom Fields section, you can view existing fields or create a new one.

Creating a Custom Field​

To create a new custom field:

  1. Click on Create a New Field.

  2. Enter the Field Name (a descriptive title for your custom field).

  3. Specify a Field Key (a unique identifier for system reference).

  4. Choose a Field Type from the following options:

    • Text: Freeform text input.
    • Number: Whole number values.
    • Float: Decimal numbers.
    • Date: Calendar-based date selection.
    • Select: Dropdown with predefined options.
    • Boolean: Yes/No toggle.
    • Multi-Select: Allows selecting multiple predefined options.

  1. (Optional) Set a Default Value that will auto-fill when no input is provided.

  2. Choose whether the field is Optional or Required.

  3. Set Visibility:

    • Visible: Shown in customer profiles.
    • Invisible: Hidden but stored in the system.

  4. Enable or disable Sorting for easier organization.

  5. Click Create to save the new custom field.

System-Generated Fields​

Some fields are automatically created by the system and cannot be modified. For example, Loyalty Points is a predefined system-generated field used to track customer rewards.

With custom fields, you can tailor TrueBeep to fit your specific customer data needs, enhancing segmentation, personalization, and overall customer management.