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. | ||
| − | == | + | ==More Information== |
| − | + | For Customers go to {{Menu|Reports & Parameters|Maintenance Options|System Administrator|Add or Edit Customer Attributes}}. | |
| − | *Click {{KeyPress|Add}} | + | |
| − | * | + | For Suppliers go to {{Menu|Reports & Parameters|Maintenance Options|System Administrator|Add or Edit Supplier Attributes}}. |
| + | *Click {{KeyPress|Add}}. | ||
| + | *Assign your 3 character attribute code in the {{DataPrompt|Customer/Supplier 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 | + | ==See also== |
*[[How to Use Vehicle Marketing]] | *[[How to Use Vehicle Marketing]] | ||
*[[How to Use Stock Control Marketing]] | *[[How to Use Stock Control Marketing]] | ||
*[[How to Use Workshop Marketing]] | *[[How to Use Workshop Marketing]] | ||
| − | {{KB_Tags|attributes}}{{ | + | {{FAQ}}{{KB_Tags|sales, purchase, customer, supplier, attributes}}{{KB_SL}}{{KB_PL}}{{ZN_Admin}} |
Revision as of 13:46, 13 April 2010
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
