Difference between revisions of "How do I set up customer/supplier attributes?"
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==Summary== | ==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. | 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. | ||
==In Detail== | ==In Detail== | ||
| − | Go to "Reports & Parameters" -> "Maintenance Options" -> "System Administrator" -> "Add or Edit Customer Attributes" (or "Add or Edit Supplier Attributes" | + | Go to "Reports & Parameters" -> "Maintenance Options" -> "System Administrator" -> "Add or Edit Customer Attributes" (or "Add or Edit Supplier Attributes") |
*Click {{KeyPress|Add}} | *Click {{KeyPress|Add}} | ||
| − | *In the | + | *In the window that opens up, give it a 3 character attribute code in the 'Customer attribute' field. |
*Give it a suitable description. | *Give it a suitable description. | ||
*Click {{KeyPress|Done}} and {{KeyPress|Accept}}. | *Click {{KeyPress|Done}} and {{KeyPress|Accept}}. | ||
*You can then continue adding as many attributes as required. | *You can then continue adding as many attributes as required. | ||
| + | |||
| + | ==See Also== | ||
| + | *[[How to Use Vehicle Marketing]] | ||
| + | *[[How to Use Stock Control Marketing]] | ||
| + | *[[How to Use Workshop Marketing]] | ||
| + | |||
| + | {{KB_Tags|attributes}}{{FAQ}} {{ZN_Admin}} | ||
Revision as of 10:59, 9 April 2010
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This article or section is under review. Be aware: Content may change as the document is reviewed. |
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.
In Detail
Go to "Reports & Parameters" -> "Maintenance Options" -> "System Administrator" -> "Add or Edit Customer Attributes" (or "Add or Edit Supplier Attributes")
- Click <Add>
- In the window that opens up, give it a 3 character attribute code in the 'Customer attribute' field.
- Give it a suitable description.
- Click <Done> and <Accept>.
- You can then continue adding as many attributes as required.
See Also
