Customising Customer Profile Groups and Items

Customer Profile Groups

You can set up groupings for your Customer Profile screen via the 'Customer Profile Groups screen under 'Settings>Sales Pipeline Settings'.  To access the screen you need to be a manager in the Role Management - Lead Manager Admin or the 

Role Management - Customer Profile Role

To create a new Profile Group click on the  + in the grey action menu give your Group a 'Name', assign a 'Column' and and 'Order' and then click 'SAVE'.

 

Customer Profile Items

Once you have set up a Profile Grouping you need to add Customer Profile Items.  You can set up Customer Profile Items via the 'Customer Profile Items' screen under 'Settings>Sales Pipeline Settings'.  To access the screen you need to be a manager in the  Role Management - Lead Manager Admin or the  Role Management - Customer Profile Role

To create a new Profile Item click on the  + in the grey action menu.  You can choose from any of the Groupings set up, the 'Type' (i.e is it a text field, check box or date field).  Give the field a 'Name' a display 'Order' and click 'SAVE'.

The record you create will be available in the 'Customer Profile' screen from the Address Book.

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