Sorry, we don't support your browser.  Install a modern browser

Display Custom Fields in Customer Overview#4960

H

Feature Request:

Currently, custom fields in Amelia are only easily visible within the related appointment. This becomes difficult in workflows where important customer information (e.g. phone number, additional contact details, notes, etc.) is collected via custom fields.

Suggested improvement:
Allow custom fields to be displayed in:

  • the customer overview table
  • the customer detail view
  • optionally as selectable columns in the customer list

Example use case:
For some appointment types, the native Amelia phone field cannot reasonably be set as globally required. Therefore, the phone number has to be collected through a custom field for specific services only. However, this information is then only visible inside the appointment itself and not directly accessible in the customer overview.

Having custom fields available in the customer overview would significantly improve usability and workflows, especially for practices and businesses working with different booking types and data requirements.

3 months ago