Difference between revisions of "How do I Make Customer Attributes Mandatory?"

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==See also==
 
==See also==
*[[How do I set up Customer/Supplier Attributes?]]
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* [[How do I Find a Customer?]]
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* [[How do I set up Customer/Supplier Attributes?]]
  
{{KB_Tags|customer, attribute,  attribute, categories, mandatory}}{{KB_SL}}
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{{KB_Tags|customer, attribute,  attribute, categories, mandatory}}
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Revision as of 10:05, 24 September 2013

Summary

This article explains how to make Customer Attributes mandatory by assigning them to categories so that one of the attributes in the category has to be chosen.

More Information

  • Go to " Reports & Settings Maintenance Options System Administrator Add or Edit Customer Attributes".
  • In the "Filter on" box, type the name or code of the Attribute that you wish to make mandatory and press <Enter>. If none exist, create a new one.
  • Click on the [Parameters] tab and then click into the "Category" field.
  • If the field already has a Category entered, press <Shift+F10> to bring up the Category properties, or press <Ctrl+F1> to bring up the Category Search window where you can search for an existing Category or create a new one.
  • Set the "Mandatory" flag to 'Yes'.
  • Click [Done] and [Accept].

See also


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Keywords AND Misspellings
customer, attribute, attribute, categories, mandatory