How to Edit Customer Properties
This topic describes how to edit the properties of an existing customer.
To edit the properties of an existing customer
To open Marketing Manager, click Start, point to Microsoft Commerce Server 2009 , and then click Marketing Manager.
In Marketing Manager, in the Views pane, click Campaigns.
In the Tree View pane, click All Customers.
Note
If you cannot see the Tree View pane, click Tree View on the toolbar.
In the Search Results pane, select the customer who you want to edit.
In the Task pane, click Edit.
In the Customer Properties screen, on the Base Properties tab, do the following:
Use this
To do this
Customer Name
Type the name of the customer.
Customer ID
View the customer ID.
Commerce Server 2009 automatically assigns the customer ID to the customer when you create the ID.
You cannot edit this box.
Type
Select the type of relationship you have with the customer from the drop-down list. The types of relationships are as follows:
Self
Advertiser
Agency
Industry ID
Select the industry for the customer from the drop-down list.
You use the Industry Codes screen to identify the associated industry of an ad. For information about industry codes, see Managing Industry Codes.
Comments
Type any required comments about the customer.
On the Contact Information tab, do the following:
Use this
To do this
Address
Type the address for the customer. This includes street address, city, state, ZIP Code/Postal Code, and country/region.
URL
Type the URL associated with the customer.
Contact
Type the contact information for the customer.
E-mail
Type the e-mail address for the contact.
Phone
Type the phone number for the contact.
Fax
Type the fax number for the contact.
Click Save and close on the toolbar.
See Also
Other Resources
Managing Tasks Common to All Business Management Applications