Creating Customer Preferences

From the Preferences screen, you are able to add a new preference, edit an existing preference or delete a preference.

Adding a New Customer Preference

To add a new customer preference:

On the menu bar, click Customers. The Customer Browser screen appears.
In the Customer sub-menu, click Preferences. The Preferences screen appears.
From the Preferences dropdown, click New Preference. The Enter Preference Information screen appears.
Enter the information for the preference:
1. Preference Name: The unique name for the preference
2. Type: The data type for the preference:
  - Date: Date and time format adhering to the date/time formatted described for the system
  - Number: Numeric value
  - String: Text value
  - Single Character: A single character
3. Multiple: Indicates that the preference can store multiple values
4. Bounded: Indicates whether the list of values for the preference is bound to a list or will be entered manually by the user. When checked, the Bounded Values field appears. Enter the list values for the preference separated by a carriage return.
If you do not wish to save the preference, click the Cancel button. The Preferences screen returns with the preference not having been saved.
Click the Save button. The Preferences screen appears and the new preference is added.