Key entities in the Customers area are person, organization and group.
Persons can have configurable attributes and addresses.
They can be added to groups and organizations. If they are part of an organization a person may have a role in that organization.
Groups can be static or dynamic. A static group has a fixed group of persons assigned to it, while a dynamic group gets its members dynamically through filter conditions.
Permissions are added to groups, and a Person gets the permissions of the group(s) they are added to.
Organizations can have configurable attributes, addresses, and roles. Persons can be added to organizations and can have different roles.
Fields and field templates
A person, a group, or an organization must have a field template, which is found in back office.
Field templates
Fields
Field type
Settings for back office
Settings for my page
Adding a custom field to a field template
Field templates specify what information can be stored in each object.
The field templates for the Customers area can be found in back office, Settings > Customers > Field templates.
There are four types of field templates: person, group, organization, and target group. Each field template type is associated with different information objects and has two static fields, Id and Name. The static fields will always be included in the field template (they are connected to other areas) but can be hidden when the field template is being edited.
View the fields in back office Settings > Customers > Fields. A field can be included in several field templates, and consists of the following attributes:
The type of information that the field will contain. Image, date, decimal, file, boolean, or text.
If the field should be visible and editable, visible and not editable or hidden inside the Customers area.
If the field should be mandatory or not.
If the field should contain alternatives (for example red, green etc.).
If the field should be visible and editable, visible and not editable or hidden when the user edits the values on the page template My Page.
To add a custom field to the template, it needs to be defined in the Fields list.
- Go to Settings > Customers > Fields.
- Create the field you would like to use.
- Edit the field template by clicking Settings > Customers > Field templates > select the field template > Edit
- Click the Field tab.
- Click the pen to edit Fields.
- Add the field you created by selecting it in the Add field dropdown list.