Difference between revisions of "How do I set up customer/supplier attributes?"
m |
m |
||
Line 17: | Line 17: | ||
*[[How to Use Workshop Marketing]] | *[[How to Use Workshop Marketing]] | ||
− | + | {{KB_Tags|sales, purchase, customer, supplier, attributes}}{{KB_SL}}{{KB_PL}}{{ZN_Admin}} |
Revision as of 10:56, 12 August 2011
Summary
Within Platinum, on both Customers and Suppliers, you have the ability to set attributes to enable you include/exclude them on mailshots etc. The following article explains how to set up new attributes.
More Information
For Customers go to " Reports & Parameters Maintenance Options System Administrator Add or Edit Customer Attributes".
For Suppliers go to " Reports & Parameters Maintenance Options System Administrator Add or Edit Supplier Attributes".
- Click <Add>.
- Assign your 3 character attribute code in the "Customer/Supplier attribute:" field.
- Give it a suitable description.
- Click <Done> and <Accept>.
- You can then continue adding as many attributes as required.
See also