Difference between revisions of "How do I assign attributes to a customer or supplier?"
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m (Les Ward moved page How do I Assign Attributes to a Customer or Supplier? to How do I assign attributes to a customer or supplier?: Lower case (except for Platinum menu options)) |
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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 == | ||
| − | Go to {{Menu | + | Go to {{Menu|{{SL}}/{{PL}}|Customer/Supplier File Maintenance|Add or Edit Customers/Suppliers}}. |
| − | * Select the account or [[Do I have to remember all these | + | * Select the account or [[Do I have to remember all these customer and supplier codes?|search]] for a customer/supplier. |
| − | * Click on the {{Tab|Attributes}} | + | * Click on the {{Tab|Attributes}} tab. |
* Select the attribute to allocate to this account and click the {{Button|->}} button. | * Select the attribute to allocate to this account and click the {{Button|->}} button. | ||
* Click {{Button|Done}} and {{Button|Accept}}. | * Click {{Button|Done}} and {{Button|Accept}}. | ||
== 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?]] | ||
| − | * [[ | + | * [[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}} | + | {{How}}{{KB_PL}}{{KB_SL}}{{ZN_Admin}} |
Latest revision as of 12:53, 19 December 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?
