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Customer Attributes for Magento 2 | User Guide

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Display additional attribute fields on the registration page to collect important customer data. Create customer attributes of various types to effectively gather as much information as you need.

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Customer Attributes for Magento 2 | User Guide

  1. 1. User Guide: Customer atttributes for Magento 2 Page 1 Customer Attributes for Magento 2 Magento Extension User Guide Official extension page: Customer attributes for Magento 2 Support: http://amasty.com/contacts/
  2. 2. Page 2 Table of contents: 1. General Settings……………….………………………………………………….………………….…..3 2. Attribute Creation …………………………………………………………………………………….….4 3. Attributes display on the backend………………………………………………………………....11 4. Attributes display on the frontend……………………………..……………………….…………14 5. Attribute usage reports…………………………………………………………………………………18 6. How to correctly disable the extension…………………………………………………………..19 Support: http://amasty.com/contacts/ User Guide: Customer atttributes for Magento 2
  3. 3. Page 3 1. General Settings Support: http://amasty.com/contacts/ To configure general extension settings please go to Stores -> Configuration -> Customer Attributes Please set this option to ‘Yes’ to see the attributes when you select a customer during order creation from the backend. User Guide: Customer atttributes for Magento 2 Set to ‘Yes’ to let customers choose and change their customer group. To make the option work please create customer attribute of ‘Customer Group Selector’ type (see page 6).
  4. 4. Page 4 Edit already existing attributes. Support: http://amasty.com/contacts/ To create a new attribute please go to Customers -> Customer Attributes -> Manage Attributes 2. Attribute Creation User Guide: Customer atttributes for Magento 2 Click here to add a new attribute.
  5. 5. Page 5 Support: http://amasty.com/contacts/ Specify an attribute label and code. The code will be used only for internal needs. NOTE: after the attribute code is specified and saved it can’t be changed. User Guide: Customer atttributes for Magento 2 Select the store view for which the attribute will be available. 2. Attribute Creation
  6. 6. Page 6 It’s possible to choose various input types depending on your specific needs. Support: http://amasty.com/contacts/ User Guide: Customer atttributes for Magento 2 2. Attribute Creation
  7. 7. Page 7 Support: http://amasty.com/contacts/ Specify the value which will be shown by default if necessary. If you want the attribute value to be unique for each customer, please set this option to “Yes”. If the option is set to ‘yes’ customers won’t be able to leave this attribute field empty while getting registered. User Guide: Customer atttributes for Magento 2 You can choose the type of input validation. 2. Attribute Creation
  8. 8. Page 8 Specify where to display attribute fields. Support: http://amasty.com/contacts/ Specify the order for frontend attribute display. User Guide: Customer atttributes for Magento 2 2. Attribute Creation
  9. 9. Page 9 Support: http://amasty.com/contacts/ You can set values for selectable attributes. User Guide: Customer atttributes for Magento 2 2. Attribute Creation Specify attribute title that will be visible on the frontend.
  10. 10. Page 10 Support: http://amasty.com/contacts/ User Guide: Customer atttributes for Magento 2 2. Attribute Creation Choose input types with images (Multiple checkbox select with images, Single radio buttons select with images) to upload pictures for attribute values.
  11. 11. Page 11 Support: http://amasty.com/contacts/ Show customer attributes on the grid when you choose a customer for orders generated from the backend. 3. Attributes display on the backend User Guide: Customer atttributes for Magento 2
  12. 12. Page 12 Support: http://amasty.com/contacts/ Show additional attributes on the Customers grid. On the grid you can filter the list of shoppers using custom attributes. E.g. you can find out where customers see information about your store and fine tune your marketing strategy accordingly. User Guide: Customer atttributes for Magento 2 3. Attributes display on the backend Note: It’s also possible to display custom attributes on the order grid as well as on the order info page.
  13. 13. Page 13 Support: http://amasty.com/contacts/ Show custom attributes on the customer info page. You can edit attributes for already existing customers and specify attribute values for new customers which you create from the admin panel. User Guide: Customer atttributes for Magento 2 3. Attributes display on the backend
  14. 14. Page 14 Support: http://amasty.com/contacts/ Show extra attributes on the customer registration page. 4. Attributes display on the frontend User Guide: Customer atttributes for Magento 2
  15. 15. Page 15 Support: http://amasty.com/contacts/ Display extra attributes on the billing page for those customers who get registered during the checkout. User Guide: Customer atttributes for Magento 2 4. Attributes display on the frontend
  16. 16. Page 16 Support: http://amasty.com/contacts/ You can choose whether to show or hide particular attributes if they have already been specified by a customer during registration. User Guide: Customer atttributes for Magento 2 4. Attributes display on the frontend
  17. 17. Page 17 Support: http://amasty.com/contacts/ Display additional attributes on the customer account page. Let customers edit and save attribute values. User Guide: Customer atttributes for Magento 2 4. Attributes display on the frontend
  18. 18. Page 18 Support: http://amasty.com/contacts/ On a customer attribute page you’ll find the ‘Reports’ tab wit the detailed info on attributes usage. 5. Attribute usage reports User Guide: Customer atttributes for Magento 2 NOTE: reports are created only for selectable attributes such as checkboxes, multiple selects, dropdowns, yes/no and radio buttons.
  19. 19. Page 19 Support: http://amasty.com/contacts/ 6. How to correctly disable the extension User Guide: Customer atttributes for Magento 2 IMPORTANT: The Customer Attributes extension affects the functionality of native Magento attributes. Therefore, please make sure you have deleted all custom attributes created with the module before disabling it.
  20. 20. Thank you! Your feedback is absolutely welcome! Should you have any questions or feature suggestions, please contact us at: http://amasty.com/contacts/ Page 20 Support: http://amasty.com/contacts/ User Guide: Customer atttributes for Magento 2

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