Company custom attributes
The customer custom attributes are used as filters and they are available from the "Companies" page.
To define the custom attributes:
- Go to Settings
- In the CRM section, click Custom attributes
To do bulk updates on customers attributes, try the below:
-
Export a list of customer attributes
-
Make the necessary changes on the spreadsheet
-
When ready, upload the file back onto Qblue:
-
From Products menu, then "Import data"
-
Select "Company custom attributes"
-
Click "Upload spreadsheet file"
