1: Can I add customer or company details to an order, quote or credit note?
We sometimes have a question of how we can add certain company details, for example banking details or T&C’s to orders, quotes or credit notes. This can be done by adding these details as a label in your custom customer fields. Below is an example of how this can be done:
On Insights go to your settings in the top right corner:
Select the Customer Fields option:
Create a Label from your questions fields:
Add your text, and on the right of the questions when you have selected your label, you can adjust your settings.
This can include onto which documents this information should be added, if it should be visible to the user, and how big it should appear. We recommend the fine print option:
2: Can I ensure that my users will add certain details when adding a new customer?
There might be certain details that your company needs about a customer for an account to be opened, or other users to contact the customer. By using the settings of the customer fields you can do this. The setting you need to select on the specific information is “This field must have a value”. As illustrated below, once this setting has been chosen the user will need to fill in this information before they complete adding the customer: