Introduction
When creating a new customer or organization, you can add a custom process with a custom profile integration attached.
Adding the Process
- To achieve this, you will need to first create a custom process, with a custom profile integration.
- Navigate to Customer Service Hub > Settings > Preferences > Update Details Forms.
- Add the new process. Select the checkboxes for the options to Enable custom create customer form and Enable custom create organization form.
Note: Popup & summary subforms are not supported in the custom create/update forms.
Custom Profile Fields
- Custom fields are able to store additional profile data. These fields are numbered, appearing as custom_1 through to custom_28. These custom fields do not display in the customer record in Customer Service Hub, but can be pulled through into form fields.
- Using the "Notification_Preference" field in your form allows you to configure a list of preferred contact methods without the restrictions imposed by using "Preferred_Contact_Method".
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