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 (e.g. Main Menu > Setup > Contacts > Menu (button) > Edit Attributes).
2. Click Add/Edit (button).
3. Create a group (top row left) as follows:
   1. Name = Type a name for the group
   2. Type = Select whether the group applies to All, Entity, or Person.
   3. Code = Type an abbreviation of the description.
   4. Description = Type a description for the group.
4. Add attributes to the group. Click the group on the right and complete the fields in the attributes section as follows:
   1. Caption = Type a descriptive heading for the attribute (e.g. BEE Rating).
   2. Editor = Refers 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. Checked for yes, left unchecked for no.
   3. 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 do not work until you select Combobox in the editor column.
5. Repeat Step 4 to add additional attributes to the group (optional).
6. Click Save (button).

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How to Edit a Custom Attribute 

1. Navigate to Edit Attributes (e.g. Main Menu > Setup > Contacts > Menu (button) > Edit Attributes).
2. Click Add/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).

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How to Delete a Custom Attribute

1. Navigate to Edit Attributes (e.g. Main Menu > Setup > Contacts > Menu (button) > Edit Attributes).
2. Right click an attribute entry in the right-hand section and click Delete on the context menu.
3. Confirm the deletion.

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How to Delete a Custom Attribute Group

• All the custom attributes on the right must first be removed from the group before it can be deleted (see previous heading).
• Groups must be removed from contacts before they can be deleted.

1. Navigate to Edit Attributes (e.g. Main Menu > Setup > Contacts > Menu (button) > Edit Attributes).
2. On the left in Groups section, right click a group and select Delete from the context menu.
3. Confirm the deletion.

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How to Add Custom Attributes 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 if it is not greyed out.
4. Click Attributes (tab). 
5. On the right side, click Group (button) next to Add.
6. Click the Attribute Group you want to add.
7. The added attributes will be displayed on the right, and the necessary information can be provided in the Value column.
8. Repeat Steps 5-7 to add more attribute groups.
9. Click Save (button) on the top row.

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How to Update Contacts with Edited Attributes

This feature is used to update contacts with changes made to custom attributes.

1. Navigate to Edit Attributes (e.g. Main Menu > Setup > Contacts > Menu (button) > Edit Attributes).
2. Click Actions (button) > Update Attributes in Contacts.
3. The attributes are updated and a confirmation message is displayed.

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Learn More

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