Need to categorise your customers more effectively? With Customer custom fields, you can add specific details like "Company size" and "Customer tier" to better organise and filter your customer database. For example, you can track whether a company has 1-10 employees or 1001+ employees or classify them as Standard, Premium, or VIP customers. This makes the company easier to find, segment and manage customer relationships, ensuring you always have the right data at your fingertips.

HOW TO ACCESS CUSTOMER CUSTOM FIELDS

To set up custom fields:

Go to Customers in the top menu.
Click the three-dotted menu next to the "New customer" button.
Select Customer custom fields.

From here, Super administrators can create and manage custom fields to collect the specific data required.

WHAT ARE CUSTOMER CUSTOM FIELDS?

Customer custom fields allow you to create and store "custom information" about your customers. These fields work similarly to Project custom fields and can be used to collect data such as:

Customer type
Number of employees
Status
Anniversary year
Website URL

You decide what information is relevant, ensuring a more flexible and structured CRM experience.

📌 NB! Customer custom fields are global, and apply for all customers in all offices.

TYPES OF CUSTOMER CUSTOM FIELDS

Qondor offers five types of custom fields to match different data needs:

✏ Single-line text field – Collect short free-text answers.
📜 Multi-line text field – Gather detailed responses in a larger text box.
📩 Drop-down list – Let users choose from a predefined set of options.
🔢 Number field – Capture numerical values, including decimals.
📅 Date field – Store dates, such as anniversaries or key milestones.

HOW TO CREATE A CUSTOMER CUSTOM FIELD

Go to: Customers --> Customer custom fields
Select the type of field you would like to add, for example: "Single-line text field":
Enter a Field name (for e.g., "Customer Type"), along with help text to guide your team and select whether the field should be mandatory.
Click Save.
Your Customer custom field has been created and is ready for use.

📍Remember to add drop-down values if using the type: Drop-down list.

USING CUSTOMER CUSTOM FIELDS

Once added, custom fields appear on customer cards. From the customer list you can also filter on drop-down lists using the "show all columns" button.

API SUPPORT FOR CUSTOMER CUSTOM FIELDS

You can register and retrieve Customer custom field data per Customer through Qondor’s API, making it easy to keep customer information up to date.

📌 Note: Custom fields must be created in Qondor first. The API allows you to add and fetch data but not manage the fields themselves. For full details on how to use this, visit the Qondor API portal.

IMPORT CUSTOMERS WITH CUSTOM FIELDS

It is possible to bulk import customers with "custom fields" into Qondor.

Prepare your import file.
Ensure each custom field has a matching column.
Upload your file by going to Customers -> Import Customers.
Qondor will attempt to map the fields automatically - make any adjustments if needed.
Click Import to add customers with their custom data.