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Page Revision: 11/15/2017 08:16 AM



 

Custom Attributes







Customer Attributes are labels that you can assign to both Customer and Inventory records. They give you the ability to exclude from a report, or include, specific customers or inventory items. In example, an Attribute of "Discontinued Item" could be assigned to inventory items that the manufacturer no longer makes. Or you could create a customer ranking using Attributes: Gold, Silver, Bronze.



Example of a report using Custom Attributes filters:

  • Customers with a Ranking of Gold or Silver will be included
  • Customers with a Ranking of Bronze will be excluded
  • Discontinued Inventory Items will be excluded

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There are only two steps to using Attributes:

  1. Create the Attribute
  2. Assign the Attribute to the customer or inventory record

How do we tell users to get to Utopia gracefully?















Add a New Attribute

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From the Attributes form:

  1. Select Add New
  2. Type in the Name of your attribute
  3. Select Save
  4. Select Return to List
    Your new Attribute will be listed.





 





Edit an Attribute

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From the Attributes form:

  1. Select the Edit icon
  2. Change the Name as needed
  3. Select Save
  4. Select Return to List


Your change will display in the list.

 





 





Delete an attribute



 

 

 

 

Assigning Attributes



 

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