Additional Info

Use Additional Info to create additional column in the Customer form if the needed column is not available in the standard Xin Customer form.

To Add An Additional Info to Customer Form

1. On the left menu, choose Setting > System Setting > Additional Info. Choose Customer.

2. You can add up to a maximum of 10 additional column for Customer.

3. Under Main Level, choose the option Enable main level additional info 1. Select "Textbox" from Style and enter a caption for the first additional column.

4. Next, choose the option Enable main level additional info 2. Select "Dropdown Option" from Style and enter a caption for the second additional column. Enter the value to be selected under this dropdown option by separating the value with |.

5. Choose Save & Stay floating button.

6. On the left menu, choose Database > Customer. Choose New button. Scroll to the bottom of the Customer form. "PIC" and "Department" column are now available in your Customer form.

7. To display these 2 additional columns in the Customer listing page, choose the purple gear button beside "Quick Filtering". Then on the popup Data Visibility, choose the options ("PIC" and "Department"), then choose Save Changes.

8. The newly added columns ("PIC" and "Department") are now showing on the Customer list.

9. To included the newly added columns ("PIC" and "Department") in the template, on the left menu, choose Setting > Template. Click here to learn how to custom made a template. Then click on the Design button from your template. Under Dictionary > Data Sources > Data > [datasource_name], include these 2 columns to the template:

• Header_Customer_Additional_Info_1
• Header_Customer_Additional_Info_2

Refer Template/Report Designer for more information about the functionalities in the designer.