Customer Form

The Customer Form is the form your sales reps fill in when adding or onboarding a new customer. As an admin, you control what appears on this form,  which sections are visible, what's included in Quick Add, and how the sections are ordered.

Any changes you make here apply across the Sales Rep App (WizOrder) and will be visible to all reps.

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How to Access Customer Form Settings

1. Go to Settings from the left navigation. 
2. Under Customer, click Customer Form.
3. The Customer Form settings page will open, showing all available sections.

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Finding Your Way Around the Customer Form 

The Customer Form settings page is organized into sections, each covering a specific group of customer information:

• Basic Details: Core information such as customer name, display name, and pricelist
• Contacts: Contact details for the customer
• Addresses:  Billing and shipping address fields
• Payment Instruments: Payment methods associated with the customer
• Preferences: Customer-level preferences
• Other Details: Any additional custom fields
• Tax Preferences: Tax-related information for the customer
• WizShop Users: WizShop user information tied to the customer

Each section has a set of controls on the right side that let you customize how it behaves on the form:

• Show: Toggle on to make the section visible on the customer form. Toggle off to hide it entirely.
• Quick Add: Toggle on to include the section in the Quick Add form.
• Drag handle (the six dots on the left): Drag a section up or down to reorder it on the form.
• Edit icon: Click to customize the individual fields within that section.
• Expand arrow: Click to open a section and view the fields inside it.

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How to Show or Hide a Section in The Customer Form 

By default, most sections are visible on the customer form. If a section isn't relevant to your business, you can hide it.

1. Find the section you want to hide (for example, Tax Preferences). 
2. Locate the Show toggle on the right side of that section.
3. Click the toggle to turn it off. The section will no longer appear on the customer form for your reps.

To make a hidden section visible again, click the Show toggle to turn it back on.

 

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How to Add a Section to Quick Add

Quick Add is a shorter version of the customer form designed for fast customer onboarding — useful at trade shows or busy selling moments where reps need to add a customer quickly and fill in the remaining details later.

To include a section in Quick Add:

1. Find the section you want to add (for example, Contacts).
2. Locate the Quick Add toggle on the right side of that section.
3. Click the toggle to turn it on. That section will now appear in the Quick Add form.

To remove a section from Quick Add, click the Quick Add toggle to turn it off.

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How to Reorder Sections on the Form

You can change the order in which sections appear on the customer form by dragging them up or down.

1. Hover over the section you want to move.
2. Click and hold the drag handle (the six dots on the left side of the section).
3. Drag the section to the position you want.
4. Release to drop it in place

The updated order will reflect on the customer form immediately.

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How to Edit Fields Within a Section

Each section contains individual fields that can be customized further.

1. Find the section you want to edit (for example, Basic Details).
2. Click the edit icon (pencil) on the right side of that section. 
3. Make your changes to the fields inside.
4. Save your changes.

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