Defining a Characteristic for a Customer Registration Type

Prerequisites

To define a characteristic for a customer registration type, you should have:

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

Procedure

To define a characteristic for a customer registration type:

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

    The Characteristics section contains the following fields:

    Field Name Field Description Mandatory (Yes or No)
    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 Type.
    Yes (Conditional)
    Note: This field is required when you are defining a characteristic for the customer registration type.
    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 when you are defining a characteristic for the customer registration type.
  2. Enter the required details in the Characteristics section.
  3. If you want to define more than one characteristic for the customer registration type, click the Add (The Add Icon) icon and then repeat step 2.
    Note: However, if you want to remove a characteristic from the customer registration type, click the Delete (The Delete Icon) icon corresponding to the characteristic.
  4. Click Save.
    The characteristic is defined for the customer registration type.

Related Topics

For more information on... See...
How to define a customer registration type Defining a Customer Registration Type
How to edit a customer registration type Editing a Customer Registration Type
How to copy a customer registration type Copying a Customer Registration Type