Account - Characteristics

The characteristics page contains information that describes miscellaneous information about the account. Use Menu > Customer Information > Account > Search and navigate to the Characteristics page.

Description of Page

Note:

You can only choose characteristic types defined as permissible on the account record. Refer to Setting Up Characteristic Types & Their Values for more information.

The following fields display:

Effective Date Indicate the date on which the characteristic value becomes effective. Note, the effective date defaults to the account's setup date (defined on the Main page).

Characteristic Type Indicate the type of characteristic.

Characteristic Value Indicate the value of the characteristic.