Navigation Menu: Account > Tables > Customer Fields

 

TIP: For best results, use Google Chrome when working in the Orbitera Cloud Commerce Platform Control portal

 

Overview: This article provides information on the custom fields functionality that is available in the Orbitera Cloud Commerce Platform portal.

 

The custom fields functionality provides resellers with the ability to define the fields used across all Orbitera Cloud Commerce Platform Control customer accounts as well as enter unique values at the individual Orbitera Cloud Commerce Platform Control customer account level. Once created, the field will display in the Dashboard as a filter option, in the Customers > Client screen under the "Custom Fields" section and will also display as a column heading when extracting the detailed billing and usage report via the csv file format. Custom or customer fields are only available to Orbitera Cloud Commerce Platform Control administrators.

 

To create or add a custom field, follow these steps:

1. From the Account menu, select the Tables tab then click on the Customer Fields sub-tab

 


 

2. Click [Add]

3. Enter a name for the customer field. This field takes alphanumeric characters, is limited to 255 characters and does not allow for spaces. You will need to add an ‘_’ symbol in order to separate the words in this field. Note: The name field displays as a column header when extracting billing and usage report data via the [Export CSV] button.

4. Enter a label for the customer field. Note: This label is what will be displayed in the Customers > Client screen.

 


 

5. Click [Create]

6. Repeat steps 1 through 5 for each customer field you want to create

 

 

To edit a custom field name, follow these steps:

1. From the Account menu, select the Tables tab then click on the Customer Fields sub-tab

2. Select the custom field you want to change

3. Click [Edit]

4. Modify the field name

5. Click [Save]

 

To delete a custom field, follow these steps:

1. From the Account menu, select the Tables tab then click on the Customer Fields sub-tab

2. Select the custom field you want to change

3. Click [Delete] then click [Ok] on the confirmation window popup

 

 

To see the label that you created, follow these steps:

1. Select the Customer module

2. Select a customer then click on [Edit]

3. Scroll to the Customer Fields section of the Client screen

 


 

4. Enter a value in the custom field

5. Click [Save]

To see the label and data that you entered in the Client screen, follow these steps:

1. Select the Dashboard module

2. Select the custom field in the “All Custom Fields” filter. The dashboard data will refresh to show information that is relevant to the filter selected.

 


 

 

To see the name that you created, follow these steps:

6. Select the Billing module then click on the Reports tab

7. Select AWS Billing Customers Report from the list of reports then click on [View]

8. Select a date then wait for the billing data to load on the page

 


 

9. Click on the [Export CSV] button

10. In the report that is generated you will see the name that you created in the custom field