How do I set up customer/supplier attributes?
From Catalyst
Revision as of 15:39, 6 April 2010 by Tim Laundon (talk | contribs)
 |
This article or section is under development. Be aware: Content will change as the document progresses. |
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.
