How do I assign attributes to a customer or supplier?

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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

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Keywords AND Misspellings
attribute, allocate, assign, priority, urgent, customer, task type, attributes, retention, mailshot, exclude, include