Other Keys Tab

 

 

Fields and options in the Other Keys tab include:

 

Acquisition

Indicates how the customer came to be associated with the store based on their response to the Why In field on their first purchase.

Custom 1-8

These are store-defined parameters for which the names can be altered in System Options.  Note that these legends are user-defined.

Referred By

Allows you to use the Customer Find feature to indicate by whom the customer was referred to the store.

Associate

Allows you to assign an associate to manage this customer.

Groups/Mailing Lists

Indicates what groups and mailing lists the customer is included in.

New Group/List

Allows you to immediately create a new group or list and include the customer in it.