How do I set up customer/supplier attributes?
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Revision as of 12:48, 6 April 2010 by 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...)
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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.
