Getting Started

Building Blocks

Subscription Features

Localization

Invoices

Credits

Billing Features

Taxes

Payment Methods

Direct Debit Payments

Configuring Gateways

Fraud Management

Hosted Pages

Notifications

Reports and Analytics

Attach Additional Data

Migration

Open Source Resources

Other Features

API Integration

Third Party Integrations

Manage Account Fields 

Introduction 

Account fields are the fields available in Customer Entity, such as:

  • Customer ID
  • First Name
  • Last Name
  • Email
  • Phone

Put together, they contain basic information about the customer.
With Chargebee, you could add Custom Fields to the existing Account Fields.
However, creating custom fields are not enough. You will have to give them a logical order and group them to make more sense.

Grouping Account Fields 

Say, you added a few Custom fields to capture additional information such as Middle Name, Gender, Age, personal website along with the details of a Nominee.

Before Grouping:

This is how the fields will look like without grouping while adding a new Customer:

And this is how the fields will reflect in the Customer Details page:

Grouping will help you bundle the information as well as reorder them in a logical sequence.

After Grouping:

Once the grouping is done for the fields, this is how it will look like while adding a new customer:

And this is how the Customer Details page will look like:

To group the fields contact support@chargebee.com 

Field Level Security 

Account fields and Custom fields have field level security. This way you can define which of the users can view or edit Account fields and the custom fields you created in Customer entity.
For instance, consider the example where you want to add details of nominee to your customer details. If you want certain details of the nominee, such as Nominee's phone and address, to be hidden from a user, say tech support, you can set it up with Chargebee. The same is applicable for editing a field as well. To set this up, contact support@chargebee.com .

FAQ 

  • What would happen to the fields that were left empty while filling the 'New Customer' page?
    The emply fields will appear on the 'Customer Details' page and they can be filled in later.
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