Settings
Products, users, company details, numbering, reminders, house style, mail and integrations.
Customer fields
Define the extra information your team records for every customer.
Field definitions
| Position | Label | Type | Choices | Required | Actions |
|---|---|---|---|---|---|
| Debtor level | |||||
| 0 | Account note | Free text | — | — | |
| 1 | Customer tier | Dropdown | Bronze, Silver, Gold | Required | |
| 2 | Newsletter opt-in | Checkbox | — | — | |
Lower position numbers appear first. Dropdown choices keep their identity when renamed; removed choices remain visible on customers that already use them.