How do I assign attributes to a customer or supplier?

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?

Feedback

Thank you for using our Knowledge Base, we value your feedback. Did you find this article useful? 'Yes' or 'No'

Keywords AND Misspellings

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