Difference between revisions of "How do I assign attributes to a customer or supplier?"
From Catalyst
(Bulk update) |
(Bulk update) |
||
| Line 10: | Line 10: | ||
== See also == | == See also == | ||
| − | * [[How do I set up | + | * [[How do I set up customer/supplier attributes?]] |
* [[How do I Create a New Task in Tasks Outstanding?]] | * [[How do I Create a New Task in Tasks Outstanding?]] | ||
* [[How do I Highlight Priority Customers?]] | * [[How do I Highlight Priority Customers?]] | ||
Revision as of 05:28, 17 April 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 " 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?
