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Edited: 22/08/2019 | By Magenest | Support Portal: https://servicedesk.izysync.com/servicedesk/customer/portal/42

Introduction

Customer Attributes extension allows the merchant to collect and manage more information from the customer, which is essential for their business strategy.

Features 

• Create unlimited customer attributes.
• Multiple attribute input types: text, text area, date, dropdown, multi-select, yes/no, image.
• Collect more information from the customer by the additional attributes.
• Allow admin to manage attributes: view, edit and delete attributes.
• Login as customer and change account password from the backend. 
• Add new attributes to the registration form page and account information page.  
• Set the default value for the attribute.
• Set the order of the attributes to display on the frontend. 
• Input validation for attributes.
• Allow customers to edit the additional information.

System Requirements

Your store should be running on Magento Community Edition version 2.2.x, 2.3.x.

Configuration

On the Admin Sidebar, tap Customer, then choose Manage Attributes.

On Manage Customer Attributes page, Admin can view and manage the available attributes or create a new attribute by clicking on Add New Attribute button.

On New Customer Attribute page:

Properties 

 Default Label: enter the name of the attribute which will display as the attribute title on the frontend.

 Attribute Code: enter the identified code for the attribute.

 Input Type: there are 9 options for the input type of customer attribute.

 Text Field

• This is a single line input field for text.

• Default Value: enter the default text which appears in the field as a suggestion. Customer can edit the text.
• Input Validation: select among 6 options: Alphanumeric, Numeric Only, Alpha Only, URL, Email, Date and All Validates.
• Text Field type display:
  
  
  

 Text Area

This is a multiple-line input field for entering paragraphs of text.

• Default Value: enter the default text which appears in the field as a suggestion. Customer can edit the text.
• Text Area type display:

 Date

The date can be entered by making a selection from the popup calendar.

• Default Value: choose the default value which appears in the field as a suggestion. Customer can choose another date.
• Date type display:

 Multiple Select

This type allows displaying a drop-down list of values. To select more than one option, the customer can hold the Ctrl key down and click each item.

• Click on Add Option button to add more option to the drop-down list for the attribute.
• Tick on the tickbox under Is Default column to set the option as default.
• Show option in admin: enter the title of the option which displays on the backend.
• Show option in storefront: enter the title of the option which displays on the customer side.
• Multiple Select type display:

 Multiple Select With Images

There will be a list of options with images for customer's selection.

• Click on Add Option button to add more option.
• Choose the image and fill the title for each option.
• Multiple Select With Images type display:

 Dropdown

This type displays a drop-down list of values for customer selection.

• Click on Add Option button to add more option.
• Value: Enter the title for each option in the dropdown list.
• Other Option Label Input: enter the text for the last option in the drop-down list, which is the option for the customer who has the question beyond the listed answers in the default list.
• Dropdown type display:

 Yes/No

This type allows displaying a drop-down list with pre-defined options of “Yes” and “No”.

• Default Value: choose the value that will be marked by default. Customer can choose another option.
• Yes/No type display:

 Image File

This type allows the customer to upload their image.

• Image Size: set the layout size for the uploaded image. The size unit in this field is "pixels". Follow the note under this field to set the proper size.
• Image File type display:

 Single radio Image

There will be a list of options with images that allows the customer to select only one option.

• Click on Add Option button to add more option.
• Choose the image and fill the title for each option, which will display with the image.
• Single radio Image type display:

 Is Required: decide whether the attribute is required to be filled by the customer among 3 options: Frontend and Backend, No, Only Frontend.

 Customer Group: select the customer group to display the attribute.

Admin Configuration and Store Configuration

Admin can set for the display of the attribute in the backend and frontend by choosing Yes or No in each field.

 Use In Customer Grid: choose Yes to show the attribute in the customer grid.

 Filter In Customer Grid: choose Yes to use the attribute to filter in searching customer.

 Search In Customer Grid: choose Yes to search for the customer by their information filled in the attribute.

 Show On Storefront: choose Yes to enable the attribute on the store.

 Sort Order: set the position of the new attribute among other attributes.

 Choose Yes / No to allow the attribute to display on Customer Registration, Customer Account and Customer Checkout page at the store.

 Note: the attribute with Image File input field is NOT displayed on the checkout page.

 After finishing the setup, click Save to save the attribute and view on the frontend. 

Function

On Storefront

The configured attributes will display as additional information at the storefront. 

 Additional information on Customer Registrant page

There will be additional fields besides the default attributes of Magento on the registrant form, which help the merchant collects more necessary information from the customer.

 Additional information on Edit Account Information page

All the attributes set in the extension will display in the Additional Information section, which customers can edit on My Account page.

 Additional information on Customer Checkout page

 Note: 

• The attribute with Image File input field is NOT displayed on the checkout page.
• Only logged-in customers can view additional information (attributes) on the checkout page.

On Back-end

 Additional information on customer grid from the backend.

 Additional information is used to filter in the customer grid.

 Admin can search for the customer by their additional information.

 Additional information in Customer Information page from backend.

Admin can view and edit customer information from the backend, including the additional information.

 Login Account

On customer information page from the backend, admin can log in to the customer account from the backend by clicking on Login Account button.

Update

• When a new update is available, we will provide you with a new package containing our updated extension.
• You will have to delete the module directory and repeat the installing steps above.
• Flush the config cache. Your store and newly installed module should be working as expected.

Support

• We will reply to support requests within 2 business days.
• We will offer lifetime free update and 6-month free support for all of our paid products. Support includes answering questions related to our products, bug/error fixing to make sure our products fit well in your site exactly like our demo.
• Support DOES NOT include other services such as customizing our products, installation and uninstallation service.

Once again, thank you for purchasing our extension. If you have any questions relating to this extension, please do not hesitate to contact us for support.