The customer model allows your brand to collect custom data or record customer preferences. You can use this tool to manage default fields and create your own that can be used in Segmentation, Reporting, API’s and Member Portal.
In order to edit a customer model field, you’ll need to follow these steps.
Note: You will only be able to access this tool if you have Admin access, as it is found in the Admin tab.
1
Find the Admin Tab
Navigate to the Admin section within the left-hand navigation bar. This will only be visible if you have the necessary permissions.
2
Click The Customer Model Button
Once in the Admin section, find the Customer Model tile and click into it.
3
Find Your Customer Model Field
Find the customer model field you wish to edit and click the Edit button within the corresponding row.
4
Edit Field Information
You can edit the following:
- Display Field Name
- Show on Member Portal Enrollment?
- Virtual Terminal Editable
You cannot edit the API Name or Field Type.
5
Save Your Field
Once your edits are made, click the Save button.
