Overview

This video shows how a CSR admin creates, updates and manages custom customer attributes. Custom attributes are admin-defined fields that let the business store information beyond the standard fields. The video covers the list of attributes, creating a new attribute, and managing attributes on a customer profile.

CSR Admin – Attribute List and Details

To open the list of available customer attributes, open the CSR menu, expand Customers and select Attributes. The list shows the attributes created earlier. Selecting an attribute shows its details, and some fields can be updated and saved with the Update button.

CSR Admin – Creating an Attribute

To add a new attribute, select Add New, enter the attribute name and provide the relevant ID. The attribute type is for users. There are multiple field types to choose from, and the data type depends on the customization need. Basic validations can be added, such as a text length limit, and a default value can be set. A sequence can also be given, which sets the order in which the field is displayed on the customer screen. Turn on the Active toggle to keep the attribute active, and turn on the Required toggle if users must always fill the field in. Select Create to create the attribute.

CSR Admin – Managing Attributes on a Customer

To manage the custom attributes of a customer, search for the customer and open their profile. Select Edit, and the Attributes section is at the bottom of the drawer. The selected attributes are listed in ascending order of the sequence value. The CSR admin can add more attributes, update the values of the added attributes, or remove attributes that are no longer needed. Add Attributes opens the saved list, which can also be searched, and the CSR admin selects the attributes to use and confirms with Select. Mandatory attributes are marked with an asterisk, while attributes that aren’t mandatory have a delete icon. After saving the attributes, the CSR admin provides the values and selects Update, and a success pop-up shows the saved attributes and their details. To change an attribute later, edit its value, or use the delete icon to remove it, and select Update.

Timeline

• 00:04 – Overview: managing custom attributes for customers
• 00:17 – What custom attributes are: admin-defined fields beyond the standard ones
• 00:27 – CSR menu > Customers > Attributes: the list of existing attributes
• 00:44 – Viewing and updating an existing attribute
• 01:00 – Add New: attribute name and ID
• 01:13 – Field types, validations, default value and display sequence
• 01:44 – Active and Required toggles; creating the attribute
• 02:02 – Managing attributes on a customer: Edit > Attributes section
• 02:20 – Attributes listed by sequence in ascending order
• 02:44 – Add Attributes: searching and selecting from the saved list
• 03:13 – Mandatory attributes marked with an asterisk; deleting non-mandatory ones
• 03:30 – Entering attribute values and saving with Update
• 03:47 – Success pop-up and verifying the saved attributes
• 04:04 – Updating or removing attributes on a customer

For step-by-step instructions, see Managing Customer Attributes in the CSR Admin Guide.