Defining a Characteristic for an Account
Prerequisites
To define a characteristic for an account, you should have:
-
Characteristic types defined in the application (where the characteristic entity is set to Account)
Procedure
To define a characteristic for an account:
-
Ensure that the Characteristics section
is expanded in the Account Characteristics page
when you are adding or editing the account of a person.
The Characteristics section contains the following columns:
Column Name Column Description Mandatory (Yes or No) Effective Date Used to specify the date from when the characteristic is effective for the account. Yes (Conditional) Note: This field is required while defining a characteristic for an account.Characteristic Type Used to indicate the characteristic type. Note: The list includes only those characteristic types where the characteristic entity is set to Account.Yes (Conditional) Note: This field is required while defining a characteristic for an account.Characteristic Value Used to specify the value for the characteristic type. Note:If you select a predefined characteristic type, the Search (
) icon
appears corresponding to the Characteristic Value field. On clicking the Search icon, the Predefined Characteristic Search window appears.On specifying the value for a predefined characteristic type, the description of the characteristic value appears corresponding to the Characteristic Value field.
Yes (Conditional) Note: This field is required while defining a characteristic for an account. - Enter the required details in the Characteristics section.
-
If you want to define more than one characteristic for
the account, click the Add (
) icon and then repeat step 2.
Note: However, if you want to remove a characteristic from the account, click the Delete (
) icon corresponding to the characteristic. -
Click Validate and Save.
The characteristic is defined for the account.
Related Topics
| For more information on... | See... |
|---|---|
| How to define a customer registration | Defining a Customer Registration |
| How to edit a customer registration | Editing the Customer Registration Details |
| How to copy a customer registration | Copying a Customer Registration |
| How to add an account for a person | Adding an Account for a Person |
| How to edit the account details of a person | Editing the Account Details of a Person |