Custom Attributes

Custom attributes are those created by users to add information fields. When added to a contact, all the custom attributes are grouped together next to the heading Attributes.

How to Create Custom Attributes 

1. Navigate to Edit Attributes.
2. Click Edit (button).
3. Fill in the details on the top row as follows:
   1. Type = Select whether the attribute applies to All, Entity, or Person.
   2. Caption = Type a descriptive heading for the attribute (e.g. BEE Rating).
   3. Editor = Applies to the answer that users must provide. Select one of these options:
      • Text: Any text can be typed.
      • Number (0 Decimals): Only an integer can be typed.
      • Number (2 Decimals): A number with 2 decimals can be typed.
      • Number (4 Decimals): A number with 4 decimals can be typed.
      • Combobox (Fixed): An answer must be selected from a lookup list.
      • Combobox (Edit): An answer may be selected from a lookup list or typed in the block.
      • Checkbox (Y/N): A checkbox will be checked to indicate yes or left unchecked for no.
      • Date: A date must be selected from a calendar. Using this option forces the person to select a full date. It may cause problems if different users have different date formats on their computers (e.g. whether 25 June is shown as 25/6 or 6/25).
   4. Lookups = If Combobox (Fixed) or Combobox (Edit) is selected, type the expected answers in the field provided – one entry per line.
      • Note: Check or uncheck the Auto Height checkbox to display or hide the full lookup list.
      • Note: In certain circumstances the system allows you to create lookup lists without first selecting Combobox, but the lookup lists will not work until you select Combobox in the editor column.
4. Click Save (button).

How to Edit a Custom Attribute 

1. Navigate to Edit Attributes.
2. Click Edit (button).
3. Edit the fields as needed.
   • Note: Check or uncheck the Auto Height checkbox to display or hide the full lookup list.
4. Click Save (button).

How to Delete a Custom Attribute

If a custom attribute has been added to a contact it cannot be deleted from the list of custom attributes unless it is first removed from that contact.

1. Navigate to Edit Attributes.
2. Right-click an attribute and select Delete from the context menu.
3. Confirm the deletion.

How to Add a Custom Attribute to a Contact 

1. Navigate to Contacts (Main Menu > Setup > Contacts).
2. Right-click the contact you want to edit and select Edit Contact from the context menu.
3. Click Edit (button) on the top row.
4. Click Attributes (tab). 
5. On the right side, click Attributes (button) next to Add.
6. Click the Attribute/s you want to add (Use Ctrl + Left Click to multi-select).
7. Click Select (button).
8. The added attributes will be displayed on the right, and the necessary information can be provided in the Value column.
9. Click Save (button) on the top row.