Organisation
Company details, users, permissions and how billing runs.
Customer fields
Define the extra information your team records for every customer.
Field definitions
| Position | Label | Type | Choices | Required | Actions |
|---|---|---|---|---|---|
| Debtor level | |||||
| 0 | LabelAccount note | TypeFree text | Choices— | Required— | |
| 1 | LabelCustomer tier | TypeDropdown | ChoicesBronze, Silver, Gold | RequiredRequired | |
| 2 | LabelNewsletter opt-in | TypeCheckbox | Choices— | Required— | |
Lower position numbers appear first. Dropdown choices keep their identity when renamed; removed choices remain visible on customers that already use them.