{"id":6720,"date":"2021-10-06T16:21:13","date_gmt":"2021-10-06T20:21:13","guid":{"rendered":"https:\/\/certek.com\/kb4\/?p=6720"},"modified":"2023-06-14T08:53:00","modified_gmt":"2023-06-14T12:53:00","slug":"adding-dates-and-relationships-to-customer-records","status":"publish","type":"ht_kb","link":"https:\/\/certek.com\/kb4\/knowledge-base\/adding-dates-and-relationships-to-customer-records\/","title":{"rendered":"Adding Dates and Relationships to Customer Records"},"content":{"rendered":"\n<p>Watch this video or read the article to learn how to add dates and relationships to customer records.<\/p>\n\n\n\n<figure class=\"wp-block-embed is-type-video is-provider-vimeo wp-block-embed-vimeo wp-embed-aspect-4-3 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<iframe loading=\"lazy\" title=\"Add Dates and Relationships to Customers\" src=\"https:\/\/player.vimeo.com\/video\/657872544?h=4e0a7fe14f&amp;dnt=1&amp;app_id=122963\" width=\"1010\" height=\"722\" frameborder=\"0\" allow=\"autoplay; fullscreen; picture-in-picture\" allowfullscreen><\/iframe>\n<\/div><\/figure>\n\n\n\n<p>You can store important customer information, such as birthdays and anniversaries, in Artisan. You can also add information for customers&#8217; relatives and friends.<\/p>\n<p>Head to &#8220;<strong>Customers<\/strong>.&#8221;<\/p>\n<p><a href=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2021\/09\/2021-09-10_12h58_25.png\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-5943\" src=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2021\/09\/2021-09-10_12h58_25.png\" alt=\"\" width=\"1123\" height=\"532\" srcset=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2021\/09\/2021-09-10_12h58_25.png 1123w, https:\/\/certek.com\/kb4\/wp-content\/uploads\/2021\/09\/2021-09-10_12h58_25-300x142.png 300w, https:\/\/certek.com\/kb4\/wp-content\/uploads\/2021\/09\/2021-09-10_12h58_25-1024x485.png 1024w, https:\/\/certek.com\/kb4\/wp-content\/uploads\/2021\/09\/2021-09-10_12h58_25-768x364.png 768w\" sizes=\"auto, (max-width: 1123px) 100vw, 1123px\" \/><\/a><\/p>\n<p>Search for the customer, select them, and click on &#8220;<strong>Edit This Record<\/strong>.&#8221;&nbsp;<\/p>\n<p><a href=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2021\/10\/2021-10-06_11h46_46.png\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-6722\" src=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2021\/10\/2021-10-06_11h46_46.png\" alt=\"\" width=\"939\" height=\"758\" srcset=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2021\/10\/2021-10-06_11h46_46.png 939w, https:\/\/certek.com\/kb4\/wp-content\/uploads\/2021\/10\/2021-10-06_11h46_46-300x242.png 300w, https:\/\/certek.com\/kb4\/wp-content\/uploads\/2021\/10\/2021-10-06_11h46_46-768x620.png 768w\" sizes=\"auto, (max-width: 939px) 100vw, 939px\" \/><\/a><\/p>\n<p>Head to the &#8220;<strong>Dates and Relationships<\/strong>&#8221; tab.&nbsp;<\/p>\n<p><a href=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2021\/10\/2021-10-06_11h47_35.png\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-6723\" src=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2021\/10\/2021-10-06_11h47_35.png\" alt=\"\" width=\"653\" height=\"698\" srcset=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2021\/10\/2021-10-06_11h47_35.png 653w, https:\/\/certek.com\/kb4\/wp-content\/uploads\/2021\/10\/2021-10-06_11h47_35-281x300.png 281w\" sizes=\"auto, (max-width: 653px) 100vw, 653px\" \/><\/a><\/p>\n<p>Input the information.<\/p>\n<p><a href=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2021\/10\/2021-10-06_11h51_03.png\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-6725\" src=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2021\/10\/2021-10-06_11h51_03.png\" alt=\"\" width=\"662\" height=\"612\" srcset=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2021\/10\/2021-10-06_11h51_03.png 662w, https:\/\/certek.com\/kb4\/wp-content\/uploads\/2021\/10\/2021-10-06_11h51_03-300x277.png 300w\" sizes=\"auto, (max-width: 662px) 100vw, 662px\" \/><\/a><\/p>\n<p><strong>Note:&nbsp;<\/strong>If you want to email one of the relatives or friends, click on the email icon. It will launch your computer&#8217;s default email program.<\/p>\n<p><a href=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2021\/10\/2021-10-06_11h55_51.png\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-6727\" src=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2021\/10\/2021-10-06_11h55_51.png\" alt=\"\" width=\"660\" height=\"604\" srcset=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2021\/10\/2021-10-06_11h55_51.png 660w, https:\/\/certek.com\/kb4\/wp-content\/uploads\/2021\/10\/2021-10-06_11h55_51-300x275.png 300w\" sizes=\"auto, (max-width: 660px) 100vw, 660px\" \/><\/a><\/p>\n<p>When you&#8217;re finished, press &#8220;<strong>Save.<\/strong>&#8220;<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Watch this video or read the article to learn how to add dates and relationships to customer records. You can store important customer information, such as birthdays and anniversaries, in Artisan. You can also add information for customers&#8217; relatives and friends. Head to &#8220;Customers.&#8221; Search for the customer, select them,&#8230;<\/p>\n","protected":false},"author":17,"comment_status":"closed","ping_status":"closed","template":"","format":"standard","meta":{"_eb_attr":"","_monsterinsights_skip_tracking":false,"footnotes":"","_members_access_role":[],"_members_access_error":""},"ht-kb-category":[306],"ht-kb-tag":[],"class_list":["post-6720","ht_kb","type-ht_kb","status-publish","format-standard","has-post-thumbnail","hentry","ht_kb_category-customer-records"],"_links":{"self":[{"href":"https:\/\/certek.com\/kb4\/wp-json\/wp\/v2\/ht-kb\/6720","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/certek.com\/kb4\/wp-json\/wp\/v2\/ht-kb"}],"about":[{"href":"https:\/\/certek.com\/kb4\/wp-json\/wp\/v2\/types\/ht_kb"}],"author":[{"embeddable":true,"href":"https:\/\/certek.com\/kb4\/wp-json\/wp\/v2\/users\/17"}],"replies":[{"embeddable":true,"href":"https:\/\/certek.com\/kb4\/wp-json\/wp\/v2\/comments?post=6720"}],"version-history":[{"count":6,"href":"https:\/\/certek.com\/kb4\/wp-json\/wp\/v2\/ht-kb\/6720\/revisions"}],"predecessor-version":[{"id":18002,"href":"https:\/\/certek.com\/kb4\/wp-json\/wp\/v2\/ht-kb\/6720\/revisions\/18002"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/certek.com\/kb4\/wp-json\/wp\/v2\/media\/18001"}],"wp:attachment":[{"href":"https:\/\/certek.com\/kb4\/wp-json\/wp\/v2\/media?parent=6720"}],"wp:term":[{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/certek.com\/kb4\/wp-json\/wp\/v2\/ht-kb-category?post=6720"},{"taxonomy":"ht_kb_tag","embeddable":true,"href":"https:\/\/certek.com\/kb4\/wp-json\/wp\/v2\/ht-kb-tag?post=6720"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}