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Customer Profile Attributes


The Customer Profile lets you customize attributes for your customers that are specific to your store. You can create these attributes and assign them to each customer to keep track of their preferences. 

For example, a makeup company may want to track attributes called skin type, while a wine shop may want to track attributes called red wines. Attribute fields and their available options are displayed on the customer record on the POS.

cystomer profile setup ncr silver


To create customer attributes in the Back Office:

  1. Navigate to Settings > Company Information.
     
  2. Click on Customer Profile Setup.
     
  3. Click on +Add Attribute
     
  4. Enter attribute name and options for the attribute.


    add attribute ncr silver

     

  • The Attribute Name field name can be alphanumeric up to 30 characters.
  • The Attribute Name field must be unique across all attributes.
  • The Attribute Group field is an optional field that can be used to group Attributes together. For example, you might create an attribute called “Red” and one called “White” and add them both to an Attribute Group called “Wines”. 

Assign customer attributes at the POS
 
  1. Open the Slide-Out Menu and tap Customers.
     
  2. Enter all or part of the customer's Name in the Search bar.
     
  3. Scroll through the list of matching results and tap the customer you're looking for.
     
  4. Select the Profile tab on the right-side panel.


    attributes nc silver

     

  5. View/select customer preferences.
     
  6. Tap the Save button.
or
  1. From the Ticket screen, tap the Customer button. 
     
  2. Enter all or part of the customer's Name in the Search bar.
     
  3. Scroll through the list of matching results and tap the customer you're looking for.
     
  4. Select the Profile tab on the right-side panel.
     
  5. View/select customer preferences.
     
  6. Tap the Save button.
 
Export customer attributes

 

  1. Log in to the Back Office.
     
  2. Select the RESULTS tab.
     
  3. Select Customers under the List section.
     
  4. Select your desired format.


    export customer attibutes ncr silver

     

  5. Click Export.
     
Customer Support Article

Customer Profile Attributes

  • August 19, 2016
  • ·
  • Like
  • 0

Summary

Click to learn how to set up attributes for a customer profile and how it helps.

Title

Customer Profile Attributes

URL Name

Customer-Profile-Attributes

Summary

Click to learn how to set up attributes for a customer profile and how it helps.

Article Record Type

0120W000001QFNF

Publication Status

Online

Validation Status

Validated

Last Modified By

005d0000005j0uH

Description

Customer Profile Attributes


The Customer Profile lets you customize attributes for your customers that are specific to your store. You can create these attributes and assign them to each customer to keep track of their preferences. 

For example, a makeup company may want to track attributes called skin type, while a wine shop may want to track attributes called red wines. Attribute fields and their available options are displayed on the customer record on the POS.

cystomer profile setup ncr silver


To create customer attributes in the Back Office:

  1. Navigate to Settings > Company Information.
     
  2. Click on Customer Profile Setup.
     
  3. Click on +Add Attribute
     
  4. Enter attribute name and options for the attribute.


    add attribute ncr silver

     

  • The Attribute Name field name can be alphanumeric up to 30 characters.
  • The Attribute Name field must be unique across all attributes.
  • The Attribute Group field is an optional field that can be used to group Attributes together. For example, you might create an attribute called “Red” and one called “White” and add them both to an Attribute Group called “Wines”. 

Assign customer attributes at the POS
 
  1. Open the Slide-Out Menu and tap Customers.
     
  2. Enter all or part of the customer's Name in the Search bar.
     
  3. Scroll through the list of matching results and tap the customer you're looking for.
     
  4. Select the Profile tab on the right-side panel.


    attributes nc silver

     

  5. View/select customer preferences.
     
  6. Tap the Save button.
or
  1. From the Ticket screen, tap the Customer button. 
     
  2. Enter all or part of the customer's Name in the Search bar.
     
  3. Scroll through the list of matching results and tap the customer you're looking for.
     
  4. Select the Profile tab on the right-side panel.
     
  5. View/select customer preferences.
     
  6. Tap the Save button.
 
Export customer attributes

 

  1. Log in to the Back Office.
     
  2. Select the RESULTS tab.
     
  3. Select Customers under the List section.
     
  4. Select your desired format.


    export customer attibutes ncr silver

     

  5. Click Export.