The “Customer Details” section offers the possibility to define information that will be displayed to the user within the page with his account information.
In order to start defining customer details, choose option “Customer Details” from the “Configuration” menu.
Figure 98: Defining Customer Details (step 1/4)
The following screen will be displayed.
Figure 99: Defining Customer Details (step 2/4)
The following parameters are available inside this screen:
Gender - display gender in the customers account
User name - If this option is selected, the “user name” field will be enabled inside the page for creating a new customer
Date of Birth - display date of birth in the customers account
Company - display company in the customers account
Suburb - display suburb in the customers account
Telephone - display Telephone in the customers account
State - display state in the customers account
Second Phone number - second phone number moved manually to primary by admin if needed
Subscription Newsletter - display Subscription Newsletter in the Customer Account
Reservation/waitlist Newsletter - display Reservation/Waitlist Newsletter in the Customer Account
Newsletter - display Newsletter in the Customer Account
Second Email address - second Email address moved manually to primary by admin if needed
Hide the Customer Interest in the Front End - hide the customer interest in the front end in customer details page
Display "Other" Referral option - display "Other - please specify" with text box in referral source in account creation
Hide the Referral Question in the Front End - hide the Question in the front end in customer details page
Hide the Customer Occupation in the Front End - hide the customer occupation in the front end in customer details page
Hide the Customer Interest in the Back End - hide the customer interest in the back end in customer details page
Hide the Referral Question in the Back End - hide the Question in the back end in customer details page
Hide the Customer Occupation in the Back End - hide the customer occupation in the back end in customer details page
In order to change any of the parameters, click on its name inside the list.
Figure 100: Defining Customer Details (step 3/4)
Click on the “edit” button and the screen with the possibility to change the value will be displayed.
Figure 101: Defining Customer Details (step 4/4)
Set the desired value inside this screen and click on the “Update” button in order to save the changes.