The Other Keys tab contains miscellaneous custom data about this customer.
Fields and options on the Other Keys tab include:
| Acquisition |
Defines how this customer became a customer. If you are using Why Ins, this will be the customer's very first Why In at POS. It is also automatically set by some integrations such as Clientbook, Podium, and Shopify. You also have the optional to manually set or change this at any time. |
| Cust Type |
A custom field where you can set different customer types. |
| Custom 1 - 8 |
Custom fields that can be renamed via System Options and can contain any custom details you want to capture. |
| Referred By |
The customer that referred this customer. This is automatically set if you are using Referral Cards and can be manually set at any time. |
| Associate |
The associate assigned to this customer. This must be manually set. |
| Other Relationships |
Define additional relationships, other than spouse/partner, for this customer. Optionally, you can also link these to other Edge customers. |
| Groups / Mailing Lists |
Groups / Mailing Lists this customer belongs to. See Groups / Mailing Lists for more information on working with these. |
| Web IDs |
If this customer is included in a third party integration, such as Shopify, Podium, or Clientbook, their third party customer designation will appear here. |