Difference between revisions of "How do I assign attributes to a customer or supplier?"
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== Summary == | == Summary == | ||
| − | Attributes can be assigned to customers and suppliers to indicate certain characteristics, e.g. to specify customers to [[How do I | + | Attributes can be assigned to customers and suppliers to indicate certain characteristics, e.g. to specify customers to [[How do I exclude customers from bulk mailing?|exclude]] from mailshots, to highlight a [[How do I Highlight Priority Customers?|priority]] customer or to indicate types of suppliers etc. |
== More Information == | == More Information == | ||
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* [[How do I Highlight Priority Customers?]] | * [[How do I Highlight Priority Customers?]] | ||
* [[Getting started - Retention Centre]] | * [[Getting started - Retention Centre]] | ||
| − | * [[How do I | + | * [[How do I exclude customers from bulk mailing?]] |
{{KB_Tags|attribute, allocate, assign, priority, urgent, customer, task type, attributes, retention, mailshot, exclude, include}} | {{KB_Tags|attribute, allocate, assign, priority, urgent, customer, task type, attributes, retention, mailshot, exclude, include}} | ||
{{KB_PL}}{{KB_SL}}{{ZN_Admin}} | {{KB_PL}}{{KB_SL}}{{ZN_Admin}} | ||
Revision as of 06:29, 9 January 2019
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?
- Getting started - Retention Centre
- How do I exclude customers from bulk mailing?
