For more details, see the way the Customer Attributes for Magento 2 extension works.
Display additional attribute fields on the registration page to collect important customer data. Create customer attributes of various types to effectively gather as much information as you need.
Display Customer Attributes on the 'selected customer' grid' - Please set this option to ‘Yes’ to see the attributes when you select a customer during order creation from the backend.
Allow customers to change their group - This option lets customers choose and change their customer group. To make the option work please create customer attribute of ‘Customer Group Selector’ input type.
To create a new attribute please go to Customers → Customer Attributes → Manage Attributes. On this grid, you can add the new attributes and edit the already created ones. To add an attribute, please click the Add New Attribute button.
Default Label/ Attribute Code - Specify an attribute label and a code. The code will be used only for internal needs.
Store View - Select the store view for which the attribute will be available.
Catalog Input Type for Store Owner - choose among various input types depending on your specific needs. Please note that the following fields depend on the selected input type.
Default Value - Specify the value which will be preselected by default if necessary.
Values Required - If the option is set to ‘yes’ customers won’t be able to leave this attribute field blank while getting registered.
Input Validation - Specify the type of input validation.
Default Store View - Specify attribute title that will be visible on the frontend.
Manage Options - Create as many attribute values as you need, specify the value that will be preselected by default.
Attribute Relation - On the 'Attribute Relation' grid you'll see all created relations. It's possible to add an unlimited number of new relations and manage already created once.
Relation Name - Specify a relation name that will be used for internal needs only.
Parent Attribute - Choose the attribute that will be parent.
Attribute Options - Select attribute values that will trigger the display of dependent attributes.
Dependent Attributes - Specify which attributes will be dependent. These attributes will be displayed only if a customer selects one of the specified values of a parent attribute.
NOTE: Custom attributes will be also displayed on the 'Select Customer' grid when a store admin generates orders from the backend. Apart from that, you can display custom attributes on the order grid as well as on the order info page.
NOTE: reports are created only for selectable attributes such as checkboxes, multiple selects, dropdowns, yes/no and radio buttons.
Also, the attributes can be viewed and edited from the customer's account. Take a look at the Account Information section to see the existing attributes.
You can include customer attributes in your business e-mails, by inserting the special variable in your messages. Insert a customer attribute into the code:
If customer attribute is profession, for instance, insert the following in your letter:
You can include any custom attributes into any email template.
With the extension, you can include the created customer attributes into the default Magento import/export procedures.
Please, go to System → Export and switch the Entity Type option to the Customers Main File. Below, in the Entity Attributes section you will see the created attributes that will exported together with the customers' data. Hit the Continue button.
Proceed to the System → Import and choose the Customers Main File option from the Entity Type dropdown menu. Then, adjust the Import Behavior and choose the file to import customers with the custom attributes. Hit the Check Data button to proceed.