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Add attributes to a customer

This article applies to:CertCapture

Use attributes to note specific information about customers in CertCapture, and then use attributes to enhance searches and reports. Learn to add attributes to a customer at a time.

Steps

  1. In CertCapture, search to find your customer.
  2. Select the customer number.
    The customer Details page opens.
  3. Select Edit.
  4. Select the Attribute field.
  5. Select an attribute to add it.
  6. Optional: Select the Attribute field again to add another attribute.
  7. Select Update to save changes. 
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