Customer Properties

Also available in these formats:

Click Customer Properties button be redirected to the Manage Customer Properties page. A list of customer properties attached to the customer as well well as add, edit or delete properties (Refer to the Customer Properties section for information on Customer Properties).

Add a Customer Property #

Before adding new Customer Property make sure that the desired property was already created. To see a list of all the existing customer properties go under People | Customer Properties. For information on how to create a new customer property, refer to the Customer Properties section.

1. Once the desired property is available, click Add button at the top of the Manage Customer Properties page to be redirected to the Add / Edit Customer Property page.
2. From the Property Name drop-down, select the desired customer property. It will only show existing customer properties that are not already attached to the customer’s customer properties.
3. Enter the property value.
4. Click Save to save the details.

Edit a Customer Property #

1. Click Property Name link to be redirected to the Add / Edit Customer Property page.
2. Click Save the changes made.