Customer Contact - Characteristics
Open > > > and navigate to the Characteristic page to maintain a customer contact's characteristics.
Note:
The primary purpose of characteristics on customer contacts is to allow a letter to extract information from any object in the system; such as, a field activity, or case. For example, if an algorithm or background process generates a letter related to a Case, you could create a customer contact and reference the case as a characteristic value. When the letter’s information is extracted, the extract algorithm can extract the fields from the case to merge onto the letter. Refer to
Customer Contacts Are Used To Trigger Letters for more information
Description of Page
Note:
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.
The following fields display:
Characteristic Type Indicate the type of characteristic.
Characteristic Value Indicate the value of the characteristic.
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