| Customer Attributes are custom attributes used in the administration area that can be added to customer accounts if the default options are insufficient for the store's needs. For example, an attribute for a customer cell phone or alternate phone number could be implemented.
The Customer Attribute Editor is used to create and edit customer attributes.
To create a customer attribute:
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Go to Customers > Add an Customer Attribute.
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Select the type of attribute.
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Populate the section Configure the custom attribute.
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Click the Add this Customer Attribute button when finished.
To edit a customer attribute:
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Go to Customers > Search Customer Attributes.
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Click either the SID number or the
 icon associated with the customer attribute.
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Make the desired changes to the customer attribute.
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Click the Save Changes button when finished.
Attribute format types
Attribute data can be formatted in several different ways, explained in detail below.
Checkbox
One or more checkboxes can be used. This feature can be used to allow for more than one selection to be made simultaneously.
Dropdown Menu
A dropdown menu is used to select a single option from a from a group of options
List (Select One)
A "select one" list is used to provide a list of text options where the user can make a single selection.
List (Select Multiple)
A "select multiple" list is used to provide a list of text options where the user can make multiple selections.
Radio Buttons
Radio Buttons are used to select a single option from a from a group of options
Text Field
Text Fields are used to create an area where text can be inputted.
Configure the Custom Attribute
Each custom attribute has options that determine how they are presented. Some of these options apply to all types of custom attributes, while others are specific to a certain type. The options are explained in greater detail below.
SID (System ID)
The SID (System ID) is a unique number that identifies the attribute to the system. This number cannot be changed.
Attribute Title
The attribute title appears above the attribute in the customer editor.
Attribute Description
The attribute description appears above the attribute in the customer editor.
Display Order
The display order number determines the order in which the attributes are arranged in the customer editor. The lower the number, the higher the priority.
Active
An active attribute appears in the customer editor. Inactive attributes are hidden.
Unique
If an attribute is set to unique, the data that is saved in the attribute for each customer account cannot be identical to the data saved for the attribute in any other customer account.
Required
If an attribute is set to required, a customer account cannot be created if unless the attribute is populated.
Encrypt
If an attribute is set to encrypt, the data associated with the attribute will be encrypted when it is saved in the store database.
Internal Only
If selected, the attribute will only be displayed in the Administration area, never in the storefront.
Include in Email
If selected, the attribute will be included in emails sent to the email address associated with the customer.
Notes
Notes are used internally for store administrators only. |
