Adding custom fields to customers and orders.

While Fleetwire comes with standard fields, like a customer's name order IDs, you may want to add custom fields to capture additional information that's important for you or your customers.

What are custom fields?

Typical examples of custom fields include custom contact information for customers or lot locations for listings.
You can use them for internal processes, to inform your customers, or to ask customers for information.

Here's an overview:

You can create custom fields for orders and customers.
Custom fields can have different input types, like "text", "phone", "date" or "dropdown".
You can show custom field data on your documents.
You can use custom field data in your email templates.
You can populate custom fields for orders and customers from your online store's checkout by mapping them to checkout fields.
Exported Excel and CSV files include the data stored in your custom fields.
The information stored in your custom fields is available for automation integrations (like Zapier) and through the API.

Creating custom fields

Go to Settings > Custom Fields.
Click Add new field in the customer or order section.
Give the field a label (name).
Choose the data type.
Click Save.

Note: To populate a custom field from your online store's checkout, it needs to be mapped to a checkout field.

Updated on: 16/02/2023