Custom Entity: Adding Attributes
Procedure
-
Click one of the
Create New Custom Entity Attribute links from the
Manage Custom Fields section of the screen:
- Number
- Select to target numeric values associated with your customers.
- Date/time
- Select to target date values associated with your customers. (Note that you can store and display but cannot target time.)
- Lookup
- Select to target discrete "Lookup Codes" associated with your customer. Note that to target lookup codes, the following conditions must be satisfied:
- Lookup codes must be uploaded from a file on your computer.
- Uploads must be ASCII text files. Other formats might cause imports to fail.
- Text
- Use text to describe the custom entity. (Note that a custom entity with the text custom entity attribute cannot be used for targeting.)
-
On the
Custom Entity Attribute Properties screen, enter a name and reference tag.
-
In the
File field, upload custom entity attribute lookup codes as described in
Custom Entity: Adding Attribute Lookup Codes.
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