Attribute Sets Persons

When capturing records, transactions, or tickets you might want to capture information that QuickEasy BOS doesn’t automatically include. You can achieve this by using Attributes. There are pre-created sets of Attributes for specific modules which are listed under System when you add attributes. 

Unique attributes can also be created (e.g. to add information such as a supplier’s BEE rating). These attributes are named Custom Attributes.

Lookup lists may be created for certain attributes which allow users to select an option instead of typing it. Lookup lists are automatically alphabetised. Lookup lists are created from the attributes interface (e.g. Main Menu > Setup > Attributes or Menu (button) > Edit Attributes).

Fixed attribute sets cannot be altered (i.e. attributes cannot be added or removed). The attribute sets described below can be added to Contacts that are Persons.

Lookup lists, where available, can be edited or created by right clicking an entry and selecting Edit Lookups from the context menu. 

Available Attribute Sets: System 

Attribute Name	Description	Add Attribute Set more than once?
Staff	Fields for Staff functions and rates.	No
Bank	Fields for Bank Details.	Yes

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Staff Attributes

Attribute	Value
Sales Rep	Checkbox. If checked, the employee appears on the rep dropdown lists.
Project Resource	Checkbox. If checked, projects can be allocated to the employee.
Timekeeping Resource	Checkbox. If checked, the employee can log time using the mobile app or timekeeping interface.
Hourly Cost	A field to type the hourly cost of the employee. This field is linked to timekeeping records.

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Bank Attributes 

Attribute	Value	Can a Lookup List be created?
Account Holder	A field to type the name of the Bank Account Holder (e.g. the employee’s legal name).	No
Bank	A field to type the Bank’s Name.	Yes
Branch Code	A field to type the Bank’s Branch Code.	No
Type	A field to type the Type of bank account (e.g. Current, Savings).	Yes
Account/IBAN No.	A field to type or paste the person’s bank Account Number.	No
SWIFT/BIC Code	A field to type or paste the bank’s international clearing or SWIFT code.	No

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Learn More

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