Difference between revisions of "Set up Customer Details"
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| − | From admin go to [[File:adminnavbarmod.png|link=]] '''Modules → Customer | + | From admin go to [[File:adminnavbarmod.png|link=]] '''Modules → Customer data''' - you will see this: |
<div class="mainpage_box"> | <div class="mainpage_box"> | ||
| − | [[File: | + | [[File:customerdata.png|link=|1500px]] |
</div> | </div> | ||
| − | |||
| − | Change the settings to '''False''' as required. | + | The Customer Data modules are displayed on the Create Account page and other pages for data input requested from customers. Modules displayed are shown with a Sort Order not equal to '''0'''. |
| + | |||
| + | For example, City, Country, Email Address, First Name, Last Name, Newsletter, Password, Password Confirmation, Post Code, Street Address, Telephone. | ||
| + | |||
| + | Click on the module to select it and click<span class="btn-yellow">Edit</span> to: | ||
| + | |||
| + | *Enable/ Disable | ||
| + | *Change the Data Group in which they are displayed. | ||
| + | *Make them a Required field if enabled. | ||
| + | *Change the minimum length required for input. | ||
| + | *Change on which pages they should display. | ||
| + | *Change the sort order of display. | ||
| + | |||
| + | Those with a Sort Order of '''0''' are used by the system but not displayed on the create account page. | ||
| + | |||
| + | Change the settings to '''False''' as required but do not change those with a Sort Order of '''0'''. | ||
| + | |||
| + | |||
| + | <hr> | ||
| + | |||
| + | *To install additional content modules: | ||
| + | **Click <span class="btn-red">Install Module</span> shown top right of screen - the number shown next to it indicates the number of modules available. | ||
| + | **Click a module to install from the list. | ||
| + | **Click <span class="btn-yellow">Install Module</span> | ||
| + | **Click <span class="btn-yellow">Edit</span> | ||
| + | **Click <span class="btn-green">Save</span> | ||
| + | |||
| + | |||
| + | Important Notes: Install the '''MATC''' module to enforce acknowledgement and agreement to store's Terms & Conditions and Privacy policies. | ||
| + | The module will also be shown on Checkout Confirmation page by default. | ||
| + | |||
| + | Important Notes: Email Address and Telephone modules are specific to Customers pages and will show on create_account and account_edit on the store side by default. Do not change this to add these to show on Address pages, that is, address_book and checkout_new_address which will result in breaking those pages. | ||
Revision as of 17:34, 7 December 2023
From admin go to 
Modules → Customer data - you will see this:
The Customer Data modules are displayed on the Create Account page and other pages for data input requested from customers. Modules displayed are shown with a Sort Order not equal to 0.
For example, City, Country, Email Address, First Name, Last Name, Newsletter, Password, Password Confirmation, Post Code, Street Address, Telephone.
Click on the module to select it and clickEdit to:
- Enable/ Disable
- Change the Data Group in which they are displayed.
- Make them a Required field if enabled.
- Change the minimum length required for input.
- Change on which pages they should display.
- Change the sort order of display.
Those with a Sort Order of 0 are used by the system but not displayed on the create account page.
Change the settings to False as required but do not change those with a Sort Order of 0.
- To install additional content modules:
- Click Install Module shown top right of screen - the number shown next to it indicates the number of modules available.
- Click a module to install from the list.
- Click Install Module
- Click Edit
- Click Save
Important Notes: Install the MATC module to enforce acknowledgement and agreement to store's Terms & Conditions and Privacy policies.
The module will also be shown on Checkout Confirmation page by default.
Important Notes: Email Address and Telephone modules are specific to Customers pages and will show on create_account and account_edit on the store side by default. Do not change this to add these to show on Address pages, that is, address_book and checkout_new_address which will result in breaking those pages.
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