Adding Custom Fields to Customer Accounts

This article demonstrates how to create custom user and company attributes for your Kano Store so that you can collect and attribute additional data points to your customers, such as:

• Student Numbers
• Social Insurance Numbers
• Custom Fields

Configuring Student Numbers

1. On the Kano Store admin panel, navigate to Stores > Configuration. 
2. Using the left-hand panel, expand the Lambda section and click Customer.
3. Expand the Student Number section, and configure the following settings:
   1. Student Number Label 
   2. Auto-generate number for new accounts (Yes/No)
   3. Format (Letters/numbers)
   4. Maximum and minimum student number length
   5. Ability for customer to edit their own student number
   6. Allow customers to log in with student number
   7. If student number is visible on the customer's account page (Yes/No).
4. Once you are complete, click Save Config. 

Configuring Social Insurance Numbers

1. On the Kano Store admin panel, navigate to Stores > Configuration. 
2. Using the left-hand panel, expand the Lambda section and click Customer.
3. Expand the Social Number section, and configure the following settings.
   1. Select whether or not SINs are Enabled on Customer Accounts.
   2. Enter an appropriate Store Label for the SIN field.
   3. Select whether or not SINs are Validated against a SIN algorithm.
   4. Select whether or not SINs are Enabled on create account. 
   5. Select whether or not messages are Enabled on account information.
   6. Select whether or not CRA exports are Enabled.
   7. Enter the CRA Filer Account Number into the corresponding field.
4. Once you are complete, click Save Config.

Creating Custom Fields

1. On the Kano Store admin panel, navigate to Customers>Custom Attributes.
2. Click Add New Custom Attribute.
3. Select whether or not the customer field applies to Customers or Companies using the corresponding drop-down menu.
4. Enter a Title in the corresponding field.
5. Select an appropriate field Type from the drop-down menu.
6. Select whether or not the field is Required.
7. Select where the field is Visible on the site.
8. In the Advanced Attribute Properties section, enter a corresponding Code for your custom field. These codes will be used for necessary CSV files, and thus must consist only of lowercase letters and underscores.
9. If the Drop-down menu field type is selected, enter the different choices, separated by commas, into the Value field.
10. If necessary, enter a short and descriptive Help text that describes the purpose or requirements of the field. This text will appear once users hover over the help icon.
11. Select whether or not this field value is unique.
12. Select where custom fields are visible and editable:
    1. Visible on Checkout
    2. Customer My Account 
    3. Customer Account Create
    4. Customer Account Edit
13. Select if you would like the custom field(s) to be added to the customer grid as:
    1. Used in grid
    2. Visible in grid
    3. Filterable in grid
14. Once you are complete, click Save Custom Attribute.