Add Attributes to a displayed Customer Data list

The Customer Data list allows you to add additional fields to the list view.  There are many attributes (fields) in the list but Sage only uses a few of these. See the list below for fields you might find useful.

To add attributes, display the Customer Data report and then follow these steps:

• Right-click any Account name in the Customer Data listing.
• Select Properties from the right-click menu.
• Select Characteristics from the sub-menu. 
• From the Properties of Characteric Select Account dialog, select the Attributes tab. 
• To find fields in the Available Attributes on the left to add to the report, follow these steps: 
• Use the down or up arrow buttons on the vertical scroll bar or
• Move the small rectangular slide bar (on the vertical scroll bar) through the list. A small tool tip will display the attributes approximate location in the list (for example: Row 40-47 of 190). The Attributes tab is shown below with the slide bar highlighted with a red circle. 
• To add a field to report, click the item (it will highlight in gold) in the Available Attributes list on the left. 
• Click the Add button between the lists to move it to the bottom of the Selected Attributes list on the right. 
• You may add as many attribute fields as you want.  To select multiple fields at a time, hold your Ctrl key down while clicking attributes. 
• When you have finished adding (or removing fields) click the OK button at the bottom right to refresh the report. 
• Click the Cancel button to abandon your selections and return to the original report. 
• To remove fields you have added to the Selected Attributes list on the right: 
• Click the item in the Selected Attributes list to select it. 
• Click the Remove button between the lists to remove it.