How To: Block Update Customer User Defined Attributes (UDAs)
Table Of Contents
User Defined Attributes (UDAs) allow you to create additional data fields for customers and stock items within Khaos Control. These fields can be used to store company-specific information and help with reporting, filtering, and customer management.
You can update UDA values individually on a customer record, see How To: Add UDAs to customer records, or update multiple customer records at the same time using the steps below.
Update UDAs for Multiple Customers
Steps
- Open a Customer screen. If required, see How to Open a Customer Screen.
- Filter the customer list as required.
- Green-select the customer records you want to update.
- Right-click one of the selected records and choose Update Selected Companys' UDA from the menu.
- Select the UDA you want to update.
- Enter or select the required value.
- Click OK to apply the change to all selected customer records.
Additional Information
- Customer UDA values can be viewed from the customer's [Detail | CRM | Free Text Notes] tab.
- When creating a Company UDA, you can enable the prompt option to request a value whenever a new customer record is created. For more information, see the User Defined Attributes Dialog
- The Sales Summary report can be used to filter customers and analyse item sales based on customer UDA values.