Associate a classification with a customer

You can associate a classification with a customer when the classification is not global. When you associate a classification with one or more customers, the classification is available only to records for those customers or children of those customers.

To associate a classification with a customer:

1. In the Classifications (SP) application, select the classification that you want to associate with a customer.

2. On the Classifications tab, clear the Is Global check box if it is selected.

3. In the Customer field, click Show/Manage Customers .

4. In the Add/Modify Customer Associations dialog box, click Select Customers. Select one or more customers from the list and click OK.

5. Click OK to return to the Classifications tab.

6. Optional: Select the Associate Customers with Children check box to associate customers that you add to the classification or which are added by the system with all children of this classification.

7. Optional: Select the Associate Customers with Attributes check box to associate customers that you add to the classification or which are added by the system with all customer specific attributes of this classification.

8. Click Save Classification .

See also

Customers and classifications

Customer-specific classifications