Creating Customer References

To create customer references, perform the following steps:

1.     Click Upload Options > Custom references from the Administration tab.

The Custom references – Edit page is displayed.

2.     Enter the following details in the fields displayed:

·         Name: The name of this attribute.

·         Label: The label to be displayed on other forms.

·         Default Value: The default value to be used for this trading relationship and to identify the user.

·         Document Type: Select the document type to which these attributes apply.