Difference between revisions of "How do I Make Customer Attributes Mandatory?"
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==More Information== | ==More Information== | ||
* Go to {{Menu|Reports and Parameters|Maintenance Options|System Administrator|Add or Edit Customer Attributes}}. | * Go to {{Menu|Reports and Parameters|Maintenance Options|System Administrator|Add or Edit Customer Attributes}}. | ||
| − | * In the {{DataPrompt|Filter on}} box type in the name or the code of the interest you wish to make mandatory and press {{KeyPress|Enter}}. | + | * In the {{DataPrompt|Filter on}} box type in the name or the code of the interest you wish to make mandatory and press {{KeyPress|Enter}}. If one does not exist already [[How do I set up Customer/Supplier Attributes?| create]] a new one. |
* Click on the {{DataPrompt|Parameters}} tab and then click into the {{DataPrompt|Category}} field. | * Click on the {{DataPrompt|Parameters}} tab and then click into the {{DataPrompt|Category}} field. | ||
* If the field already has a category already 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 already 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. | ||
Revision as of 10:52, 15 August 2011
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This article or section is under review. Be aware: Content may change as the document is reviewed. |
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 and Parameters Maintenance Options System Administrator Add or Edit Customer Attributes".
- In the "Filter on" box type in the name or the code of the interest you wish to make mandatory and press <Enter>. If one does not exist already create a new one.
- Click on the "Parameters" tab and then click into the "Category" field.
- If the field already has a category already 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.
- Click onto the "Parameters" tab and set the "Mandatory" flag to 'Yes'.
- Click [Done] and [Accept].
See also
