Existing Customer Profile
To open an existing customer profile record for editing, start
page, and click the profile name associated with the record. The Profile editor opens, displaying the following:- In the left-hand column, a complete list of the dimensions you can use to define a profile. The dimensions defined for the current profile are highlighted with a small green button. Dimensions with a black button are not used in the currently defined profiles. See Customer Profile: Dimensions for detailed information about each listed dimension and how to work with it.
- The Profile Name. This is the unique name for this profile that is displayed on the page.
- The Internal Description for the profile. This summarizes the crucial dimensions of the profile so that potential users can quickly determine its purpose without opening each currently defined profile dimension to see how it is set up.
Copyright © Cloud Software Group, Inc. All rights reserved.