How To: Add UDAs to customer records
Table Of Contents
User Defined Attributes (UDAs) allow you to store additional information against customer records in Khaos Control. These custom fields can be used to capture business-specific data that is not available in the standard customer record.
For details on creating and configuring customer UDAs, see How To: Setup Company User Defined Attributes (UDAs).
If you need to update UDAs for multiple customers at once, see How To: Block Update Customer User Defined Attributes (UDAs).
Add UDA Information to a Customer
Use the steps below when a customer record does not already contain any UDA information.
Steps
- Load the required customer record.
- Press Alt + E or click Edit to enter edit mode.
- Open the [Detail | CRM | Free Text Notes] tab.
- Open the Other Actions menu by:
- Pressing F9, or
- Clicking the drop-down arrow to the right of the green Add icon on the toolbar.
- Select User Defined Attributes (UDA).
- Select the UDA you want to update.
- Enter or select the required value.
- Click OK.
- Press Ctrl + S or click Save to store the changes.
Update Existing UDA Information
If the customer already has UDA information assigned, you can edit the existing values directly.
Steps
- Load the required customer record.
- Open the [Detail | CRM | Free Text Notes] tab.
- Double-click the Value field for the UDA you want to change.
- Update the value as required.
- Click OK to save the change.
Additional Information
- Customer UDA values can be viewed at any time from the customer's [Detail | CRM | Free Text Notes] tab.
- When configuring a Company UDA, you can enable the Prompt option to request a value when a new customer record is created.
- You can use the Sales Summary UDA filters to analyse and report on customers and item sales based on specific customer UDA values.