How do I assign attributes to a customer or supplier?
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.
- 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].
- 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?