User Manual >> Documentation >> Customers App Documentations >> Customers Attributes

Customers Attributes

  • Name – Name of the customer name.
  • Customer# – This is an auto-generated number or manually created number to identify the customer.
  • Category – It denotes the category of your customer(company).
  • Description – A short note about the company or customer.
  • Tags – It is a label to group the customer. Each customer can have more than one tag.
  • Phone – Contact number of the customer, there are more than one type.
  • Email – Business email address, there are more than one type.
  • Skype – Skype contact name of the company.
  • Address type – This specifies the company address type like shipping, billing and communicating.
  • Address Type – Address type of the customer. You can select type of the address with click of”Drop Down” box.
  • Address Line 1 – Primary address of the customer. You are allowed enter in your own language in “Address Line1”
  • Address Line 2 – Secondary address of the customer. You are allowed enter in your own language in “Address Line2”
  • City – City name of the customer. You can enter your own city name in “City” text field.
  • Country – Country of the customer. You can select country from drop down list.
  • State – State of the customer. You can select state from drop down list
  • Zip Code – Zip code of the customer. You can enter postal code in “Zip code” field.
  • Delivery instructions – A short note from customer based on the shipping address.
  • Parent customer – Parent company name for the customer(company).
  • # of employees – Number of employees(contacts) found in company(customer).
  • Website – Customer’s website.
  • Ticker symbol – Ticker symbol for the company
  • Annual Revenue – Revenue for the company.
  • Campaign – Name of the Campaign, search and select the existing campaign.
  • Credit Rating – A financial entity.
  • Market – This field is to specify a group of potential customers.
  • Segment – The segment is the part of market.
  • Payment Term – This is the term which defines about the customer payment, it can be Immediate, Net 30, Net 15, Net 45 etc.
  • Ownership – This is the field to enter the owner who is legally authorised, this is for the case if the the company is owned by multiple individuals.
  • SLA – Service level agreement, this will function at time of the cases.
  • Existing Customer – If the customer record is existing in this account, turn it ON.
  • Affiliate – If the customer record is affiliate, turn it ON.
  • Facebook – Facebook url of the customer. You are allowed to enter the facebook email address in the “Facebook” field.
  • Twitter – Twitter url of the customer. You are allowed to enter Url in the “Twitter” field.
  • Linkedin – Linkedin url of the customer. You are allowed to enter Url in the “Linkedin” field.