Example: add a checkbox to a customer form

Imagine you want to quickly and easily see whether a customer is subject to VAT. You can ask this question in the customer form.

The simplest solution is to add a field with the label Is subject to VAT and use a CHECKBOX. For this, you create a custom field.

You can name this field 'Is subject to VAT'.

Note: for a checkbox, you should always select the Optional setting.

Then click the gear icon under advanced and choose CHECKBOX.

Result: if selected (value = 1), the customer is subject to VAT.

You now want to display this information on the customer dashboard and also in reservations. You can do this by adding the field there.

• Open the dashboard of any customer
• Hover over the header of the Customer details block, click the configuration icon, then click settings
• On the left you see available fields, on the right the fields currently shown in the block
• Double-click or drag a field from the left column to the right column and click save
• You will now see the fields you want to display here

On the reservation dashboard, you will also see a Customer details block. Often, only the most important fields are shown here, but this block can also be customized in the same way as described above.

More about configuring dashboard blocks can be found here: How do I configure a dashboard block?

If you want to filter your customers by 'is subject to VAT', you can easily do so using the query CUST_CUSTOM01 = "1".