This page will cover the use of Customer Attributes.
Customer Attributes are very similar to Rep Attributes.
¶ Overview
Customer Attributes allow for the creation of qualification overrides that can be applied to individual customers. Customer Attributes also provide the ability to mark a customer with unique flags that can be used to distinguish that customer from others. Customer Attributes can be applied to a customer on the following page: Customer’s Back Office Page > Administration > Customer Attributes
Attributes are usually Boolean, meaning a value of on or off, but can have a value of a Date, Number, Percentage, Period, Rank, or Status.
There are several types of attributes that can be applied to a Customer. Here are a few examples.
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An attribute called Waive Active would be used to identify a Customer as having met the Active qualification.
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An attribute called Preferred could be used to identify a Preferred Customer and thus eligible to receive discounts in the shopping cart using promotions.
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An attribute called Attended Conference could be used to identify a Customer as having attended a conference, something that might be needed to pay out a configured bonus type for the sponsoring Rep.
¶ Adding an Attribute to a Customer
From the Customer Profile page navigate to: Administration → Customer Attributes
On this page click on the word New above the table header row.
On this page you will see a dropdown of the available Customer Attributes configured in your system.
Select the appropriate attribute to be applied and click Save.
There may be Yes / No radio buttons on the page, but these do not need to be used. Having an attribute means you are using the Yes radio button. If you wish to remove an attribute, you can use the Delete button after navigating to it.
After saving the attribute, it will appear in the list of attributes applied to the Customer:
¶ Removing an Attribute
In order to remove the attribute, simply click the row of the applied attribute. This will bring you back to the page you previously used to assign the attribute. Now a Delete button will be displayed. Click this button to remove the attribute from the Customer.
A pop-up warning box will appear. Once you click OK on that warning, the Customer Attribute listing will appear again, and the deleted attribute will no longer be present in the list.
¶ Date specific options
Some attributes may be configured in your system with Start and End Dates that can be used when the attribute is applied. These dates are based on your compensation period dates. You can either leave the default of "Any" in these fields, which will keep the attribute effective forever, or you can select specific dates for the attribute to be effective. After these dates have come and gone, the system will then ignore the attribute, although it will not be deleted from the Customer account, as it is historical information that you might need for research purposes in the future.