Difference between revisions of "How do I Make Customer Attributes Mandatory?"
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| − | ==Summary== | + | == 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. | + | 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== | + | == More Information == |
* Go to {{PlatinumSettings|Sales Ledger|Customer Attributes}}. | * Go to {{PlatinumSettings|Sales Ledger|Customer Attributes}}. | ||
| − | * In the {{DataPrompt|Filter on}} box, type the name or code of the Attribute that you wish to make mandatory and press {{KeyPress| | + | * In the {{DataPrompt|Filter on}} box, type the name or code of the Attribute that you wish to make mandatory and press {{KeyPress|ENTER}}. If none exist, [[How do I set up Customer/Supplier Attributes?| create]] a new one. |
| − | * Click on the {{Tab|Settings}} tab and then click into the {{DataPrompt|Category}} field. | + | * Click on the {{Tab|Settings}} tab and then click into the {{DataPrompt|Category}} field. |
* If the field already has a Category entered, press {{KeyPress|S-F10}} to bring up the Category properties, or press {{KeyPress|C-F1}} to bring up the Category Search window where you can search for an existing Category or [[How do I set up Customer/Supplier Attributes?|create]] a new one. | * If the field already has a Category entered, press {{KeyPress|S-F10}} to bring up the Category properties, or press {{KeyPress|C-F1}} to bring up the Category Search window where you can search for an existing Category or [[How do I set up Customer/Supplier Attributes?|create]] a new one. | ||
* Set the {{DataPrompt|Mandatory}} flag to {{DataValue|Yes}}. | * Set the {{DataPrompt|Mandatory}} flag to {{DataValue|Yes}}. | ||
* Click {{Button|Done}} and {{Button|Accept}}. | * Click {{Button|Done}} and {{Button|Accept}}. | ||
| − | ==See also== | + | == See also == |
* [[How do I Find a Customer?]] | * [[How do I Find a Customer?]] | ||
* [[Creating a New Customer/Supplier]] | * [[Creating a New Customer/Supplier]] | ||
* [[How do I set up Customer/Supplier Attributes?]] | * [[How do I set up Customer/Supplier Attributes?]] | ||
| − | {{KB_Tags|customer, | + | {{KB_Tags|customer, attribute, categories, mandatory}} |
{{KB_SL}} | {{KB_SL}} | ||
Revision as of 06:31, 22 December 2018
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 Platinum Settings Sales Ledger 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 [Settings] 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
- How do I Find a Customer?
- Creating a New Customer/Supplier
- How do I set up Customer/Supplier Attributes?
