Attributes

The Attributes panel of the Customer Dashboard displays all the attributes and attribute values associated with the customer:

Figure 4-19 Customer Attributes

• A badge with the total number of attributes assigned to the customer is displayed on the right side of the title bar, as in **INTERNAL XREF ERROR**, above.

• An Edit icon is displayed next to the badge as in as in **INTERNAL XREF ERROR**, above. This lets you access controls for editing, creating and deleting attributes.

• The Customer Attribute section contains the following information for each customer attribute:

  • Group - The group associated with the attribute.

  • Name - The name of the attribute.

  • Value - The value set for the attribute.

  • Description - Description of the information provided by the attribute.

• The name of the attribute appears above the attribute value.

• If attributes are assigned to a group, those attributes are sorted by group, and the group name is displayed above the attributes.

• Scroll bars are available if the number of attributes do not fit in the display area of the panel.

• If there are no attributes assigned to the customer, a pop-up appears indicating No Attributes assigned.

Creating an Attribute

1. Click the Edit icon at the top of the Attributes panel.

   This displays a window with details of the customer's attributes:

   Figure 4-20 Customer Attributes Details

   

   The following controls are available in the toolbar:

   • Actions menu – The Actions menu has options that correspond to the Add, Edit, and Delete icons.

   • Add icon - Displays a dialog that lets you create a new customer attribute

   • Edit icon - Displays a dialog that lets you edit a selected customer attribute.

   • Delete icon - Deletes a selected customer attribute.

     The following information is displayed for each attribute:

     • Group – The group associated with the attribute.

     • Name – The name of the attribute.

     • Description – Description of the information provided by the attribute.

     • Value – The value set for the attribute.

     • Data Type – The type of data contained in the attribute value.

     • Unique - Only one value can be added to the attribute when it is identified as unique.

     • Editable - Identifies whether the associate is allowed to edit the value for the attribute once it is added.

     • Open Access – Indicates whether there is open access to this attribute.

     • Publish to Batch Folder – Indicates whether the attribute has been made available for export to a marketing system such as Responsys.

2. Click Add, or click the Actions Menu and select Add. This displays the Create Attribute dialog:

   Figure 4-21 Create Attributes Dialog

   

3. Select a name from the Attribute Name list.

4. Select a value from the Value list.

5. Click OK. This adds the new attribute to the list of attributes for the customer

Editing an Attribute

1. Click Edit at the top of the Attributes panel.

2. Select the attribute that you want to edit.

3. Click Edit at the top of the detail window, or choose Edit from the Actions menu.

   This displays an Edit Attribute dialog with details of that attribute:

   Figure 4-22 Edit Attribute Dialog

   

4. Select a new Value for the Attribute form the list in the Value field.

5. Click OK to accept the value. The attribute is displayed with the new value.

Deleting an Attribute

1. Click Edit at the top of the Attributes panel.

   This displays a window with details of the customer's attributes:

2. Select the attribute that you want to delete.

3. Click Delete, or click the Actions Menu and select Delete. This displays a Warning message:

   Figure 4-23 Warning

   

4. Click OK to verify that you want to delete the message.

5. When you are finished adding, editing or deleting customer attributes, click Done, to return to the Customer Dashboard.