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User Guide: Customer atttributes for Magento 2 Page 1 Customer Attributes for Magento 2 Magento Extension User Guide Official extension page: Customer attributes for Magento 2 Support: http://amasty.com/contacts/

Customer Attributes for Magento 2 | User Guide

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Page 2: Customer Attributes for Magento 2 | User Guide

Page 2

Table of contents:

1. General Settings……………….………………………………………………….………………….…..3 2. Attribute Creation …………………………………………………………………………………….….4 3. Attributes display on the backend………………………………………………………………....11 4. Attributes display on the frontend……………………………..……………………….…………14 5. Attribute usage reports…………………………………………………………………………………18 6. How to correctly disable the extension…………………………………………………………..19

Support: http://amasty.com/contacts/

User Guide: Customer atttributes for Magento 2

Page 3: Customer Attributes for Magento 2 | User Guide

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1. General Settings

Support: http://amasty.com/contacts/

To configure general extension settings please go to Stores -> Configuration -> Customer Attributes

Please set this option to ‘Yes’ to see the attributes when you select a customer during order creation from the backend.

User Guide: Customer atttributes for Magento 2

Set to ‘Yes’ to let customers choose and change their customer group. To make the option work please create customer attribute of ‘Customer Group Selector’ type (see page 6).

Page 4: Customer Attributes for Magento 2 | User Guide

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Edit already existing attributes.

Support: http://amasty.com/contacts/

To create a new attribute please go to Customers -> Customer Attributes -> Manage Attributes

2. Attribute Creation

User Guide: Customer atttributes for Magento 2

Click here to add a new attribute.

Page 5: Customer Attributes for Magento 2 | User Guide

Page 5 Support: http://amasty.com/contacts/

Specify an attribute label and code. The code will be used only for internal needs.

NOTE: after the attribute code is specified and saved it can’t be changed.

User Guide: Customer atttributes for Magento 2

Select the store view for which the attribute will be available.

2. Attribute Creation

Page 7: Customer Attributes for Magento 2 | User Guide

Page 7 Support: http://amasty.com/contacts/

Specify the value which will be shown by default if necessary. If you want the attribute

value to be unique for each customer, please set this option to “Yes”.

If the option is set to ‘yes’ customers won’t be able to leave this attribute field empty while getting registered.

User Guide: Customer atttributes for Magento 2

You can choose the type of input validation.

2. Attribute Creation

Page 10: Customer Attributes for Magento 2 | User Guide

Page 10 Support: http://amasty.com/contacts/

User Guide: Customer atttributes for Magento 2

2. Attribute Creation

Choose input types with images (Multiple checkbox select with images, Single radio buttons select with images) to upload pictures for attribute values.

Page 12: Customer Attributes for Magento 2 | User Guide

Page 12 Support: http://amasty.com/contacts/

Show additional attributes on the Customers grid. On the grid you can filter the list of shoppers using custom attributes. E.g. you can find out where customers see information about your store and fine tune your marketing strategy accordingly.

User Guide: Customer atttributes for Magento 2

3. Attributes display on the backend

Note: It’s also possible to display custom attributes on the order grid as well as on the order info page.

Page 13: Customer Attributes for Magento 2 | User Guide

Page 13 Support: http://amasty.com/contacts/

Show custom attributes on the customer info page. You can edit attributes for already existing customers and specify attribute values for new customers which you create from the admin panel.

User Guide: Customer atttributes for Magento 2

3. Attributes display on the backend

Page 18: Customer Attributes for Magento 2 | User Guide

Page 18 Support: http://amasty.com/contacts/

On a customer attribute page you’ll find the ‘Reports’ tab wit the detailed info on attributes usage.

5. Attribute usage reports

User Guide: Customer atttributes for Magento 2

NOTE: reports are created only for selectable attributes such as checkboxes, multiple selects, dropdowns, yes/no and radio buttons.

Page 19: Customer Attributes for Magento 2 | User Guide

Page 19 Support: http://amasty.com/contacts/

6. How to correctly disable the extension

User Guide: Customer atttributes for Magento 2

IMPORTANT: The Customer Attributes extension affects the functionality of native Magento attributes. Therefore, please make sure you have deleted all custom attributes created with the module before disabling it.