Extension User Guide Customer Attributes Brainvire Infotech Pvt. Ltd

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1 Customer Attributes V

2 Table of Contents OVERVIEW.. 03 EXTENSION FEATURES. 04 HOW TO INSTALL.. 05 CONFIGURATION 09 DISPLAY IN FRONT. 23 UNINSTALL 26 HELP / SUPPORT 27 2

3 OVERVIEW Magento Customer Attributes Extension helps support your customer management by adding more custom details to Customers general and address information. Customer Attributes Magento Extension is a powerful tool to get the necessary data directly from your customers in an easy way. Place fields on registration page to know age, preferences and interests, receive documents and all other information you may need. As a store owner, you usually want to know more about your customers for better segmentation and analytics. Customer Attribute extension can help you create Customer Attributes which matter most to your business and manage Customers with these attributes. 3

4 Features Extension User Guide It supports numerous Field types such as dependent attributes, etc. Registration page has facility to add unlimited fields. Conduction of customer segmentation very effective. Easy to manage the collected data using admin panel. Easy to measure client personality and behavior. Customer can disable unnecessary attribute types by configuration settings from back end. The extension follows all Magento programming guidelines. Simple Installation Process. 100 per cent open source technology. No need to do manual configuration. 4

5 Installation Steps 1. Clear the store cache under var/cache and all cookies for your store domain. 2. Disable compilation for Magento Log into Magento Admin Panel and go to System Tools Compilation and disable the compilation. Be sure that the Compilation Сode is disabled (System->Tools -- >Compilation) 5

6 Installation Steps 3. Disable JS & CSS merging Navigate to System->Configuration- >Developer Tab and disable "Merge css / js". We suggest that you enable error reporting. 6

7 Installation Steps 4. Upload file manually If you use a different from default theme - be sure to rename app/design/frontend/default/default and skin/frontend/default/default folders to your store's values. Using your FTP client upload content to your store root. 7

8 Installation Steps 5. Clear Cache Then navigate to System->Cache Storage Management and and clear Cache. Do select and Refresh it by pressing submit button 6. Log out then log back in to your admin panel. 8

9 Configuration Extension User Guide After successfully installation of the Customer Attribute, admin can click on Configuration Brainvire Section -> Customer Attributes in the Magento Admin Panel. 9

10 Configuration Extension User Guide After successfully installation of the Customer Attribute, admin can click on Configuration Brainvire Section -> Customer Attributes in the Magento Admin Panel. 10

11 Configuration Extension User Guide Here you find two sections: First is General section: Please set this option to Yes to see the attributes when you select a customer during order creation from the back end. Second is Login Settings: If you would like to let your customers use a custom attribute for login instead or together with ,please make sure that Unique Value option of the custom attribute is set to Yes. With the help of Use for Customer Login setting you can choose which attribute to use for login. If you would like to use only the custom attribute for login (not in parallel with ), please set Disable Login option to Yes. If you set it to No customers will be able to login using either or the custom attribute value (in combination with password of course). If you set Modify Field Title On The Login Page option to Yes, label of the login field would say Address/ Label of the attribute you choose, otherwise the label of the login field would be Address. 11

12 Configuration How to create customer attributes Admin can click on Customer Manage Attribute in the Magento Admin Panel. 12

13 Configuration Click Add New Attribute to create an attribute. 13

14 Configuration Add New Attribute Description Enter attribute code Created attribute visible in choose store view Select the field type from the list. Settings for the chosen type will appear. Specify the value which will be shown by default. Select yes/no for visible on front end. Select yes/no for Unique Value Set Yes for Values required to make the attribute mandatory. You can choose the type of input validation. You can add the attribute columns to grids on Manage Customers and Orders pages. It is also possible to show them on the order view pages in admin panel and in customer s account. You can add the attributes to the billing information page of checkout (for those customers who register during checkout), registration page and choose sorting order. 14

15 Configuration Manage Label/Options Tab Extension User Guide Please indicate the attribute title (and options where applicable) at the Manage Label/Options tab 15

16 Configuration Types of attributes which support images For Multiple Check box Select with Images and Single Radio Select with Images field types you can also upload images for each option (this is not mandatory). 16

17 Configuration Edit Customer attributes Extension User Guide 17

18 Configuration Extension User Guide After you ve chosen images for all the options, please press Update Images button, otherwise the images will not get uploaded. You can see the list of attributes and most data specified for them at the Customer Attributes grid in the admin panel. 18

19 Configuration Customer attributes on Manage Customers grid 19

20 Configuration Attributes on the list of customers for admin orders 20

21 Configuration Customer Attributes in admin Order View Page 21

22 Configuration Customer Attributes in admin panel 22

23 Display in Front Customer attributes on registration page 23

24 Display in Front Customer Attributes in customer account 24

25 Display in Front Attributes on billing information page Extension User Guide 25

26 Uninstall To force Magento uninstall the module. Then replace <active>true</active> with <active>false</active> in the following files: app/etc/modules/brainvire_customerattribute.xml <Brainvire_Customerattribute> <active>true</active> <codepool>community</codepool> </Brainvire_Customerattribute> 26

27 Help / Support To know more about our Magento Extension Service feel free to call us at or us at info@brainvire.com or Skype us at bv.ecom 27