Maintaining additional information on customer
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Select the “Edit Customer Additional Information” link in the “Create Customer Record” or “Edit Customer Main Information” pages.
The “Edit Customer Additional Information” page appears.
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Date Format |
The format in which the date fields appears in this page. This format is displayed from the "User Preferences" business component based on the login user id. In case the format is not defined, the system displays the date format from the “Enterprise Modeling” business component by default. |
To record information
Enter the following in the “Additional Details” multiline:
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Category |
Use the drop-down list box to select the category of the additional information record, Mandatory. The drop-down list box displays all Active category codes defined under the category type Customer Addl. Category in the Maintain Category Code of the Category business component. |
The “Additional Information” multiline displays the following:
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Category Description |
The description for the category as recorded in the Maintain Category Codes activity in the Category business component. |
Enter the following in the “Additional Details” multiline:
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Attribute |
Use the drop-down list box to select the category of the additional information record. The drop-down list box displays all Active category codes defined under the category type Customer Addl. Attribute in the Maintain Category Code of the Category business component. Note: You can create more than one attribute under a category. |
The “Additional Information” multiline displays the following:
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Attribute Description |
The description for the attribute as recorded in the Maintain Category Codes activity in the Category business component. |
Enter the following in the “Additional Details” multiline:
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Value |
The attribute value. |
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Notes |
More details about the attribute value. |
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Status |
Use the drop-down list box to select the status of the Additional details record. The drop-down list box displays: Active and Inactive. Select Active to facilitate downstream transactions to use the record details. |
The “Additional Information” multiline displays the following:
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Created by |
The code of the employee who created the record. |
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Created Date |
The date on which the employee created the record. |
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Last Modified by |
The code of the employee who most recently modified the record. |
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Last Modified Date |
The date on which the employee most recently modified the record. |
Click the “Save Additional Info.” pushbutton.
The “Record Statistics” group box displays the following.
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Created by |
The user who recorded additional details for the customer first time. |
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Created Date |
The date on which the user recorded additional details for the customer first time. |
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Last Modified by |
The user who most recently modified additional details. |
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Last Modified Date |
The date on which the user most recently modified additional details. |
To modify information
Enter the following in the “Search Criteria” multiline to retrieve additional information records of the customer that you wish to modify:
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Category |
Use the drop-down list box to select the category of the additional information record. The drop-down list box displays all category codes defined under the category type Customer Addl. Category in the Maintain Category Code of the Category business component. The Search retrieves those Additional details records belonging to the category that you select here. |
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Attribute |
Use the drop-down list box to select the category of the additional information record. The drop-down list box displays all category codes defined under the category type Customer Addl. Attribute in the Maintain Category Code of the Category business component. The Search retrieves those Additional details records with the attribute that you select here. |
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Status |
Use the drop-down list box to select the status of the Additional details record. The drop-down list box displays: Active and Inactive. The Search retrieves those Additional details records that hold the status you selected here. Do not select any status to retrieve all records regardless of the status. |
The “Additional Information” multiline displays those records that match the Search Criteria fields. You can modify the requisite records in the “Additional Information” multiline. Follow the procedures illustrated under the section “To record information” for modifying records as well.
The “Edit Customer Additional Information” page helps to maintain customer details over and above the customer main information.
In this page, you can define complex and multi-layered data for a customer. For example, varied sales channels adopted by the customer for promotion, various channels through which the customer can interact with many government agencies.
To achieve this, additional information is classified into various categories and then multiple attributes are defined for them or they can be classified further. You can specify a value for an attribute or you may just stop at the category or attribute level without specifying a value.
Glimpse of customer additional information.
