Create custom fields for each functionality of your business:
To find all the fields you can customize, go to "Settings" or "Configuration" --> "Customization" --> "Custom fields"
Customers:
Create custom fields:
To add additional specific information about your customers, such as preferences, purchase history, or any other relevant detail, you can create custom fields.
Examples of custom fields for customers may include:
Customer type (new, recurring, VIP).
Specific preferences (e.g., preferred type of service).
Additional contact information (e.g., social media, birthday).
How to configure custom fields:
Go to the "Customers" section in taclia.
Look for the "Custom Fields" or "Configuration" option.
Create new fields according to your needs, specifying the field type (text, number, dropdown list, etc.) and its label.
Services:
Create custom fields:
To detail specific characteristics of your services, such as customized options, special requirements, or technical details, you can create custom fields.
Examples of custom fields for services:
Additional options (e.g., size, color, version).
Special requirements (e.g., specific materials, conditions of use).
Necessary documentation (e.g., certificates, licenses).
How to configure custom fields:
Go to the "Services" or "Products" section in taclia.
Access the "Custom Fields" or "Configuration" option.
Define the fields according to your service specifications, adjusting the format and label of each field.
Invoices:
Create custom fields:
To add additional details to your invoices, such as specific terms and conditions, internal references, or payment details, you can configure custom fields.
Examples of custom fields for invoices:
Payment terms (e.g., payment deadline, preferred payment method).
Shipping information (e.g., delivery address).
Reference data (e.g., internal order number).
How to configure custom fields:
In the "Billing" or "Invoices" section in taclia, look for the "Custom Fields" or "Configuration" option.
Create the necessary fields to include the additional information required in your invoices.
Make sure to customize the fields according to the specific needs of your billing process.
💡 Benefits of custom fields in taclia
Customization: Adapt the stored information to the specific needs of your business.
Efficiency: Quickly access relevant and specific data without the need for external systems.
Improved customer experience: Offer a more personalized service tailored to your customers' individual preferences.