Editing Customer Account Properties

The Customer Summary page lists the customer-related properties. The system uses them to apply a special logic to customers who have these properties. For example, it is possible to apply discounts using properties. You are also able to edit the properties for a customer.

To edit the properties:

1. Go to Business Operations > Customers and click a customer's full name.
2. Scroll down to the Properties section.
3. Click the Edit Customer Account Properties link.
4. Specify if the attribute is active or not.
5. Set the internal value.
6. Click Save All.