Difference between revisions of "How do I assign attributes to a customer or supplier?"
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Revision as of 06:30, 22 December 2018
Summary
Attributes can be assigned to customers and suppliers to indicate certain characteristics, e.g. to specify customers to exclude from mailshots, to highlight a priority customer or to indicate types of suppliers etc.
More Information
Go to " Systems\Accounts Sales Ledger/Purchase Ledger Customer/Supplier File Maintenance Add or Edit Customers/Suppliers".
- Select the account or search for a customer/supplier.
- Click on the [Attributes] Tab.
- Select the attribute to allocate to this account and click the [->] button.
- Click [Done] and [Accept].
See also
- How do I set up Customer/Supplier Attributes?
- How do I Create a New Task in Tasks Outstanding?
- How do I Highlight Priority Customers?
- How do I use the Retention Centre?
- How do I Exclude Customers from Bulk Mailing?
