Difference between revisions of "How do I set up customer/supplier attributes?"
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Tim Laundon (talk | contribs) (New page: {{Incomplete}} ==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 arti...) |
Tim Laundon (talk | contribs) |
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*In the windows that opens up, give it a 3 character attribute code in the 'Customer attribute' field. | *In the windows 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}}. |
| + | *You can then continue adding as many attributes as required. | ||
Revision as of 15:39, 6 April 2010
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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 windows 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.
