Assigning attribute values to a customer

  1. Access Customer Attributes (AR23.1).
  2. Select the customer to which you want to assign attributes.
  3. Assign attribute values to a customer. Use these guidelines to specify the field values:
    Attribute Value Template

    To populate attribute values from a template, select the template you want. When you add the record, the application adds the attribute values from the template to the activity.

    Note: You can assign values from a template at any time. The new values are added without overriding existing values.
    Value

    Specify or select a value in this field to assign attribute values to the customer.