Creating New Customer Attribute Values

There are 3 methods of creating a new Customer Attribute Value:

  1. By selecting Create from the Search Criteria page of the Customer Attribute Values view.
  2. By selecting Create from the Details page of the selected record.
  3. By selecting Copy from the Details page of the selected record.

In this example we will be using the Create button from the Search Criteria page of the Customer Attribute Value view.

  1. On the Customer Attribute Values page, click on Create.

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

    Create

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

  4. Enter or select from the lookup the Attribute to which the Value you are creating applies. This is a mandatory field.

  5. Enter the Attribute Value in the Attribute Values field to a maximum of 128 characters in length. This is a mandatory field.

  6. When all of the information is entered, click Continue.

    Note: If you enter an existing Company/Attribute/Attribute Value combination and click Continue, the details page for that combination of values opens.

  7. The Customer Attribute Value-Detail page opens for the new Attribute. There is only one field available on this page, the Description.

    • Enter a description in this field to a maximum of 128 characters.

  8. 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 Customer Attribute Values page.

    • 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.

    • When you click Submit, all of your changes are saved and you are returned to the Create page where you can enter another new Customer Attribute Value.

  9. Repeat until all of the pre-defined Values are entered for the Customer Attribute.

 
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