Customer Contact - Characteristics

Characteristics on this object is to allow a customer contact that triggers a letter to be able to extract information from any object in the system. For example, if you have an algorithm / background process that wants to generate a letter in respect of a given location, you could create a customer contact and reference the location as a characteristic value. Then, when the information is extracted for the letter, the extract algorithm could extract fields from the location to merge onto the letter.

You can only choose characteristic types defined as permissible on a customer contact. Refer to Setting Up Characteristic Types & Their Values for more information about characteristic types. In addition, the characteristic type must also be defined as valid for the customer contact's type. Refer to Setting Up Customer Contact Types for more information about customer contact type.