Corporate Attribute Maintenance
If a member of the corporate team starts or leaves, then they need to have their name removed or added to the customer attribute. This attribute marks a customer as being looked after by a particular corporate agent.
- Log into Staging Back Office and ensure you are in an Open Change package
- Go to Merchandising > Taxonomy > Attributes
- Search for the attribute name (the attribute is called 'corporate_agent')
- Click to view the attribute
- Click 'Attribute Options'
- To remove an agent, click the - symbol on their option, they will highlight in red
- Click 'Save' and the agent will disappear
- To add an agent, click 'Add New Option' and this brings up a blank form to add
- Fill out the values and url segment - it should be the Agent Username (should always be surname and first letter of their first name)
- Click 'Save' and the attribute will add
- Publish the change package and the agent will now be available in the drop down on the customer account