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
- In CertCapture, search to find your customer.
- Select the customer number.
The customer Details page opens. - Select Edit.
- Select the Attribute field.
- Select an attribute to add it.
- Optional: Select the Attribute field again to add another attribute.
- Select Update to save changes.