The Customer Browser Attributes window is where you add or change attributes and preferences associated with a customer.
Add New Attribute
Follow these instructions to add an attribute.
- Fom the Customer Browser, beside the customer you want, click Actions > Edit. The Customer Profile window appears.
- Click the Attributes & Preferences tab. The attributes window appears.
- From the Choose attribute: drop-down list, select an attribute.
- Click the Add button. TheEdit Customer Attribute Information window appears.
- Type or select the attribute value. The attribute and value is added to the list.
Repeat to add as many attributes as needed.
Edit Attribute
Follow these instructions to edit an attribute.
- Fom the Customer Browser, beside the customer you want, click Actions > Edit. The Customer Profile window appears.
- Click the Attributes & Preferences tab. The attributes window appears.
- In the attribute table, click the attribute you want to edit. The Edit Customer Attribute Information window appears.
- Make your changes.
- Click the Save button to save the information. The new attribute is changed in the list of customer attributes.