Sometimes it is useful to gather a little extra information from your clients during the order or registration process, for example a common one would be “Where did you hear about us?” You can achieve this through the custom client fields settings area in the admin area.
- Login your admin area and navigate to: Setup -> Custom Client Fields
- Under “Add A New Custom Field” fill in the form to create a new field:
Field Name – This is what you & your clients will see for the field title (Example: Where did you hear about us?)
Field Type – Depending on the question you are asking you can set the field type, for small basic questions a small text box should be fine. Otherwise you have the options for: Text box, Link / URL, Password, Drop Down, Tick Box & Text Area
Description – You can add a little description of this field (Optional) to help your clients understand what is required of this field
Select Options – Only use this field if the field type is “Drop Down” menu, you should separate each drop down menu with a comma (Example: one,two,three,four)
Select the type of field and where it would appear using the checkboxes below, for a “How did you hear about us?” field you should select the “Show on order form” and if you want this to be a required field check the “Required Field” box - Click Save Changes
Upon saving a new custom client field the “Add A New Custom Field” form will reset (become blank) allowing you to insert another custom field should you want to
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