Table of Contents
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Customer Properties #
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).
|Property Name||The title of the customer property.|
|Property Value||The value of the customer property.|
|Description||The description of the customer property.|
|Editable||This field displays if the property is editable.|
|View-able||This field displays if the property is viewable.|
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.
- 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.
- 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.
- Enter the property value.
- Click Save to save the details.
Edit a Customer Property #
- Click Property Name link to be redirected to the Add / Edit Customer Property page.
- Click Save the changes made.