How to Configure Client Card Fields?

Configuring client card fields allows you to add custom fields to the client card for storing additional information specific to your business.

When You'll Need This

  • You need to add additional fields to the client card (for example, "Client Number", "Category", "Registration Date").
  • You need to change the display order of fields in the client card.
  • You need to remove unnecessary fields from the client card.

What's Important to Know

  • Custom fields — additional fields that can be added to the standard client card.
  • Field types — you can select the field type (text, number, date, selection, etc.).
  • Required — you can set a field as required for filling.
  • Field order — you can change the display order of fields in the client card.

Before You Start

  • You are logged in with administrator or supervisor rights.
  • You have permission to save settings (canSave).

Step-by-Step Instructions

1. Open Client Card Fields Settings

  1. Go to the Settings module through the menu or directly at /settings-page.
  2. In the side menu, find the "Settings" section and expand it.
  3. Click on "Client Card Fields" (/settings-page/op-settings/client-fields).

2. View Existing Fields

  1. The system displays a list of existing client card fields.
  2. Review the current field configuration.

3. Add New Field

  1. Click the "Add Field" button or similar button.
  2. In the form that appears, fill in:
    • "Field Name" — field name that will be displayed in the client card.
    • "Field Type" — select the field type (text, number, date, selection, etc.).
    • "Required Field" — set whether this field must be filled.
    • "Display Order" — set the display order of the field (optional).
  3. Click the "Save" button in the form.

4. Edit Existing Field

  1. Find the field that needs to be edited in the list.
  2. Click the "Edit" button or similar button.
  3. Change field parameters in the form.
  4. Click the "Save" button in the form.

5. Delete Field

  1. Find the field that needs to be deleted in the list.
  2. Click the "Delete" button or similar button.
  3. Confirm deletion in the dialog window.
  4. The field will be removed from the configuration.

6. Change Field Order (if available)

  1. Use drag & drop or up/down buttons to change field order.
  2. Order is saved automatically or after clicking "Save".

7. Save Settings

  1. Verify all changes made.
  2. Click the "Save" button at the top of the page.
  3. Wait for a message about successful saving.

What Happens Next

Fields are applied to the client card:

  • New fields are displayed in the client card for all operators.
  • Operators can fill and view custom fields.
  • Field order is displayed according to settings.

How to Verify Everything Worked

  • Open a client card in the operator panel and check that new fields are displayed.
  • Try filling a custom field and verify that it is saved.
  • Check that field order matches settings.

Important Notes

  • ⚠️ Deleting fields: When deleting a field, data stored in this field may be lost (depends on system implementation).
  • 💡 Backup: It's recommended to back up the configuration before deleting fields.