How do I add additional Customer Attribute Categories?
Customer attributes are a useful way of setting information against customer records in a set format. However, with such information it is possible to categorise this information to be able to sift through such information.
To add a new category go to:
System > CRM > Customer Attributes
- In the process of creating a customer attribute you can set the category of the attribute
- To add a new category type your new category into the category field
- Once you move to the next field, you will be prompted to add this new attribute category
Note: On the Attributes tab of the customer record, you can select the category of attributes you would like to view the information for.