Difference between revisions of "How do I set up customer/supplier attributes?"
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== Summary == | == Summary == | ||
| − | This article explains how to | + | This article explains how to set up new customer or supplier attributes. |
== More Information == | == More Information == | ||
| − | Within Platinum, on both Customers and Suppliers, you have the ability to set attributes to enable you include | + | Within Platinum, on both Customers and Suppliers, you have the ability to set attributes to enable you to include accounts or exclude accounts from mailshots etc. The following article explains how to set up new attributes. |
For Customers go to {{Menu|{{RP}}|Maintenance Options|System Administrator|Add or Edit Customer Attributes}}. | For Customers go to {{Menu|{{RP}}|Maintenance Options|System Administrator|Add or Edit Customer Attributes}}. | ||
| − | For Suppliers | + | For Suppliers go to {{Menu|{{RP}}|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. | + | * Click {{KeyPress|Add}}. |
| − | *Give it a suitable description. | + | * Assign your 3 character attribute code in the {{DataPrompt|Customer/Supplier attribute:}} field. |
| − | *Click {{KeyPress|Done}} and {{KeyPress|Accept}}. | + | * Give it a suitable description. |
| − | *You can then continue adding as many attributes as required. | + | * Click {{KeyPress|Done}} and {{KeyPress|Accept}}. |
| + | * You can then continue adding as many attributes as required. | ||
== See also == | == See also == | ||
Revision as of 21:19, 18 August 2016
Summary
This article explains how to set up new customer or supplier attributes.
More Information
Within Platinum, on both Customers and Suppliers, you have the ability to set attributes to enable you to include accounts or exclude accounts from mailshots etc. The following article explains how to set up new attributes.
For Customers go to " Reports & Settings Maintenance Options System Administrator Add or Edit Customer Attributes".
For Suppliers go to " Reports & Settings 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
