Assigning customer attributes

To help with interest polling and marketing, you can assign customers a number of attributes, for example, Preferred style or Average purchase price. You can use these to search for specific groups of members, create reports, or customize club mailings.

To assign customer attributes for one customer:

  1. In the Customer list, open the record for the customer to whom you want to assign attributes.

  2. In the Customer – Data Entry dialog, click the Marketing tab.

  3. In the data fields, select values from the drop-down lists.

  4. When finished, click Save.

To reset attributes for multiple customers:

  1. Customer Marketing dialog In the Customer list, select the customers to whom you want to apply the attributes.

  2. From the Actions menu, choose Transform : Set Attributes from Selection.

  3. In the Customer – Marketing dialog, select the attributes you want to apply to the selected customers.

  4. Fields that you leave blank will be left unchanged. To make an attribute blank for all the selected customers, select 'Clear the Field.'

  5. When finished, click Save.

The customer attributes can be redefined to suit your needs: see Attributes.


Related topics:

Managing customers

Maintaining customer records

Validating addresses

Assigning sales tax codes

Calculating customer proximity

Assigning customer attributes

Tracking customer source

Managing web IDs

Customer list views

Managing club memberships

Wholesale customers