Customer details
Collect the handoff details you need and tell Neartail which answers identify each customer.
Quick Answer
How do I make customer names appear on Neartail orders?
Add name, phone, and email questions to your form, then open Configure key fields, using the book icon beside After page 1 or the Form setup checklist. Map each to the right question. Neartail uses these fields to label order cards, reports, and confirmation emails.
Ask only for what you need to make and hand off the order. Every extra required question is a reason to abandon the form.
Questions most businesses need
| Question | Why | Required? |
|---|---|---|
| Name | Label the bag | Yes |
| Phone | Reach them on the day | Yes |
| Send a confirmation | If you send confirmations | |
| Pickup or delivery | Choose the workflow | Yes, if you offer both |
| Delivery address | Deliver the order | Only for delivery |
| Notes | Allergies and instructions | No |
Add a question
In the section where you want it, choose Add field. Enter the question and its type, and turn on Required only if you can't fulfill the order without it.
To ask for an address only when someone chooses delivery, use the underlying Google Form's section branching: in form settings, open Advanced and choose Launch beside Edit this form with Google Forms.
Field settings
Open a question's gear for its detailed settings.
| Tab and setting | What it does |
|---|---|
| Question | Title, required, description, placeholder, and title image |
| Answer → Appearance | Editable, Read only, Office use, or Hidden |
| Answer → Prefill | A starting answer |
| Answer → Calculate | A formula. Type @ for fields and = for functions |
| Answer → Validation | Rules the answer must meet |
Office use suits things only your team fills in, such as a packing note.
Tell Neartail who the customer is
Configure key fields tells Neartail which answers identify a customer. Open it with the book icon beside After page 1 in the editor, or with Review which fields identify the respondent in the Form setup checklist.
| Key field | Used for |
|---|---|
| Get name from | The name on each order card and in reports |
| Confirmation emails and Sales by customer | |
| Phone | The contact shown on the order |
| Customer id | Your own customer reference |
Check after every change
If order cards show the wrong name or no name, a key field is usually pointing at a question you renamed or replaced. Generated forms can also have several name and email questions, so check that the mapping uses the one customers actually fill in.