Creating a New Customer Attribute in the Customer Attribute Table

There are 3 methods to create a new Customer Attribute:

  1. Select Create from the Search Criteria page of the view.

  2. Select Create from the Details page of the selected record.

  3. Select Copy from the Details page of the selected record.

In this example, we will use the Create button from the Search Criteria page of the Customer Attribute Table view.

  1. On the Customer Attributes Table Search Criteria page, click on Create.

  2. The Customer Attributes Table/Create window opens. Here is an example of the fields displayed on the Create page:

    Create

    • Enter or select from the lookup a Company Number in the Company field. Enter the number of the current company in which you are working. This is a mandatory field.

    • Enter the Attribute name in the Attribute field. This is a mandatory field. You can enter a maximum of 32 alpha numeric characters in the Attribute field.

    • From the drop down list, select an Attribute Type. Valid options include:

      • Blank - if you leave this field blank, when the attribute is assigned to a customer in the Customer Master (SU13) view, all of the Attribute Type fields are available for input.
      • A - Alphanumeric
      • D - Date
      • F - Flag
      • I - Integer
      • N - Number

  3. When all of the information is entered, click Continue to continue creating the new Customer Attribute.

    Note: If you enter an existing Company/Customer Attribute Table name and click Continue, the details page for that Attribute opens regardless of the Attribute Type selected.

  4. The Customer Attribute-Detail page opens for the new Attribute.

    • Description - enter a description in this field to a maximum of 32 characters.

  5. When the information is entered, you can click Submit or Save:

    • When you click Save, all of your changes are saved and you remain on the CRM Activity Stage-Details page. Once you click Save, and the record is successfully created, the Submit button also displays on the Details page. If you click Submit, the changes are saved and you are returned to the Create page where you can enter another new Customer Attribute Table record.

    • TIP: If you decide that you do not want to create the current record, you can abort the process by clicking Close or Return to Search Page icon. The following message displays: "Are you sure you want to navigate away from this page? Any changes will be discarded. Click OK to continue, or Cancel to stay on the current page. OK/Cancel". Only changes made prior to the record being updated using the Continue, Save or Submit buttons will be discarded.

  6. If you want to set pre-defined Values for this Attribute, use the Customer Attribute Values.

 
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