Defining a Characteristic for a Person

Prerequisites

To define a characteristic for a person, you should have:

  • Characteristic types defined in the application (where the characteristic entity is set to Customer Registration)

Procedure

To define a characteristic for a person:

  1. Ensure that the Characteristics section is expanded in the Person Characteristics page when you are defining, editing, or copying a customer registration.

    The Characteristics section contains the following columns:

    Field Name Field Description Mandatory (Yes or No)
    Effective Date Used to specify the date from when the characteristic is effective for the person. Yes (Conditional)
    Note: This field is required while defining a characteristic for the person.
    Characteristic Type Used to indicate the characteristic type.
    Note: The list includes only those characteristic types where the characteristic entity is set to Customer Registration.
    		 Yes (Conditional)
    Note: This field is required while defining a characteristic for the person.
    Characteristic Value Used to specify the value for the characteristic type.
    Note:

    If you select a predefined characteristic type, the Search (The Search Icon) 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 the person.
  2. Enter the required details in the Characteristics section.
  3. If you want to define more than one characteristic for the person, click the Add (The Add Icon) icon and then repeat step 2.
    Note: However, if you want to remove a characteristic from the person, click the Delete (The Delete Icon) icon corresponding to the characteristic.
  4. Click Validate and Save.
    The characteristic is defined for the person.

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