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Updating additional fields via Properties
Who is this article for?Users responsible for managing customer accounts.
Customer Edit Additional Fields permissions are required.
Additional information can be stored on the customer properties tab. This section allows various dropdown lists to be populated for the customer.
This article outlines how to update the additional information.
1. Updating additional fields
To update the fields:
- Access the Customers module
- Click Customers.
- Select the Edit icon to edit a customer.
- Select the Properties tab.
- Open the drop-down menu and select one of the available options.
- Click the green tick to save.
1. Updating additional fields
To update the fields:
- Open the Customer module.
- Open a customer record.
- Expand the Properties section.
- Click View/Edit Properties.
- Update each additional field using the dropdown list.
- Click OK.
- Click Save.