Managing the Customer Registration Form

Customers can enter and configure their personal data:

• by logging into myicard.net.

• through an employee accessing the Gift and Loyalty portlet.

• a third-party web application using the Gift and Loyalty API.

Perform the following to configure custom fields for personal data and to configure the look and feel of the portal or myicard.net forms.

1. To configure fields to the customer registration form in the Gift and Loyalty portlet or API, in Reporting and Analytics, click Customer Attributes in the iCare Gift, Payment, and Loyalty Configuration portlet. If you cannot find the link, contact your system administrator.
2. To add or modify custom fields:
   1. Click Add, or select an existing field and click Edit.
   2. Fill out the form to configure the field. In the Data Type field, select:

      • Date: formatted date.

      • Decimal: numeric entry with a decimal place.

      • Enumeration: a configurable list of enumerated values.

      • Numeric: numeric entry without a decimal place.

      • Text: text field that accepts any character type.

      • True/False: checkbox.

   3. Click Save.
3. To configure the list of values of an Enumeration field:
   1. Select the enumerated value field, and then click Edit Enumerated Values.
   2. Click Add, or select an existing enumerated value and click Edit.
   3. Enter the value, and then click Save.
4. To configure the visibility and layout of the registration form:
   1. In Reporting and Analytics, click Customer Fields Display in the iCare Gift, Payment, and Loyalty Configuration portlet. If you cannot find the link, contact your system administrator.
   2. For each field, select the column and row for the field in Position, and select whether the field is optional or required in Type.

      To hide a field, select the blank line in the Position drop-down list.

      You cannot select the same column and row more than once.

   3. Click Save.