# How do I use Customers Template in Rekaz?

Source: https://help.rekaz.io/en/articles/14725931-how-do-i-use-customers-template-in-rekaz
Updated: 2026-08-19

Customers Template is available in Rekaz Settings. Use it when you need to link structured records to a customer, such as cars, cases, or children.

  

Rekaz presents those functions separately under Custom Fields. Customers Template is a tool for linking structured records to customers.

  

# Steps

1.  From the signed-in Rekaz dashboard, select Settings in the sidebar.
    
    _The Settings page opens._
    
2.  On the Settings page, select the Customers Template card.
    
    _The Customers Template page opens._
    
3.  Confirm that the page heading is Customers Template before managing structured records linked to customers.
    
    _The Customers Template heading is visible._
    

  

# Illustrated guide

**Step 1:** Select Settings from the Rekaz sidebar.

  

[![Select Settings from the Rekaz sidebar.](https://rekaz-794204f202e4.intercom-attachments-1.com/i/o/aahcqj2g/2618694030/7c6b1719076d775cec4797d1e96d/m8z1zi.png?expires=1787961600&signature=c17c0c476ac1bb34fccacbc258dc83da3b3d143f102a1c1f6587b6ecd1785c22&req=diYmHs93mYFcWfMW3nq%2BgWFx4hXjZTErHL7d48Os%2Fy69uVS3HiaNYzkwZJLw%0ArlRxuc86ovgukqaOyar1vXG3njI%3D%0A)](https://files.catbox.moe/m8z1zi.png)

  

**Step 2:** Open the Customers Template card in Settings.

  

[![Open the Customers Template card in Settings. in Rekaz](https://rekaz-794204f202e4.intercom-attachments-1.com/i/o/aahcqj2g/2618787320/41a92c29860a38bbabe1b5c29d75/3s404t.png?expires=1787961600&signature=fb70f82fc9cffc0858a701aa09220d5dd3e4ed2f779670cf9905f7d25ad3ece0&req=diYmHs52moJdWfMW3nq%2BgeBzMR8RQcs9DoThzn5y3RFKM7CGEz0a%2F%2FNjXybM%0AmB7AJ%2Bz9WW57ppsnbZ68FewHvKw%3D%0A)](https://files.catbox.moe/3s404t.png)

  

**Step 3:** Customers Template page heading.

  

[![Customers Template page heading. in Rekaz](https://rekaz-794204f202e4.intercom-attachments-1.com/i/o/aahcqj2g/2618787367/c8ab07e732b94476704e200aa463/7dnlwt.png?expires=1787961600&signature=88a7e1f29b1c0c98c157e490a626aa7cf90746e40fae79de0b5ddbf62745e44b&req=diYmHs52moJZXvMW3nq%2BgcYK2WD2tZtCfYvzXp0we2UhrcfaBADWIEzTnj8O%0AHQnNOqu9q5tX0FcFvio6zT8bk24%3D%0A)](https://files.catbox.moe/7dnlwt.png)

  

# What you can manage

  

You can customise the template with the data and fields your business requires. You can add a new field, remove a field, and control whether a field is required or optional.

  

You can also decide whether customers can see the information and whether they are allowed to edit it.

  

# Where customer templates appear

  

Templates appear on each customer’s page and include the records linked to that customer.

  

# Related questions

-   How do I add custom customer fields in Rekaz?
    
-   How do I make a customer field required in Rekaz?
    
-   How do I control whether customers can view or edit custom fields in Rekaz?
    
-   Where can I find customer template records in Rekaz?