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Optional field in customer section

Casey Z. shared this question ago

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Can you add "Customer" to this list? For some reason, we can add optional fields to every section, except the customer section.

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Comments (4)

Gabrielle P. ● 13 months ago

I just want to confirm you are wanting to be able to add an optional field to the customer section on a lead, is that correct?

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Casey Z. ● 13 months ago

Yes

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Gabrielle P. ● 13 months ago

I have your request in with developers.

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Gabrielle P. ● 13 months ago

If you choose Display on page Leads/customers you can display on section: Customer

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Casey Z. ● 13 months ago

That doesn't function the same way. That field is tied to the customer. I need a field that is tied only to the lead.

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Gabrielle P. ● 13 months ago

I have updated the request with your feedback.

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Casey Z. ● 13 months ago

FYI, the only reason I need this is because I can't move the sections around in "Concise View". I want to organize my lead page with these optional fields in the space below the customer info, rather than in between venue and customer. My preference would be to swap the venue and customer sections, then the notes under venue would move to the bottom. 48e21a08bb3c6d6a79e58402d3fd6439

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Gabrielle P. ● 13 months ago

Thank you for providing I have added this to the ticket.

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Gabrielle P. ● 13 months ago

You could also rearrange the customer section to be before the venue in the Settings-->Display Order-->Leads Display Order

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Casey Z. ● 13 months ago

That doesn't work with concise view. I don't have any control of the section order.

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Casey Z. ● 9 months ago

I'd like to give this request a bump. I would still like to be able to add optional fields to the customer section and have them work the same way they work in the rentals and venue sections.

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Gabrielle P. ● 9 months ago

I've added your feedback for developers

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Gabrielle P. ● 9 months ago

This was a work around quick view change that breaks other things, such as display order. Developers are unable to fix at this time but aware you'd like this added.

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Casey Z. ● 9 months ago

Thank you. Just to be clear, I'm not asking to change the display order (although that would be nice someday). I want optional fields in the customer section.

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Gabrielle P. ● 9 months ago

Got it!

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