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Page Revision: 11/15/2017 10:15 AM

Table of Contents [Hide/Show] Custom Attributes    Add a New Attribute    Edit an Attribute    Delete an attribute Assigning Attributes     ...to a Customer     ...to an Inventory Item    Unassign an Attribute

 

Custom Attributes¶

Custom 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
  

There are only two steps to using Attributes:

1. Creating the Attribute
2. Assigning the Attribute to the customer or inventory record
   

How do we tell users to get to Utopia gracefully?

Add a New Attribute¶

 screen shot

 

From the Attributes screen:

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¶

screen shot

 

From the Attributes screen:

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

The list will reflect your changes.  





 

Delete an attribute¶

screen shot

 

From the Attributes screen:

 

1. Select the Delete icon
2. Select OK to confirm you want to delete the Attribute
   

 

The Attribute will be removed from the list and it will be removed from all customer and inventory records the Attribute was assigned to. 

 

Note: There is no way to recover deleted Attributes or which customers or inventory items they were assigned to.

 

 

 

 

Assigning Attributes¶

 

...to a Customer¶

 screen shot

 

From the Edit Customer screen:

 

1. Select the Custom Attributes link. (The Assign Custom Attributes screen will open.)
2. Under the Unassigned Attributes list, select the Attribute you are assigning.
3. Select Add>
   

The Attribute will move to the Assigned Attributes list.

 

To un-assign an Attribute:

 

1. Under the Assigned Attributes list, select the Attribute you are assigning.
2. Select
   

To select multiple Attributes at one time, hold down the Ctrl key and then select each Attribute.

 

 

 

...to an Inventory Item¶

 screen shot

 

From the Edit Item screen:

 

1. Select the Custom Attributes link. (The Assign Custom Attributes screen will open.)
2. Under the Unassigned Attributes list, select the Attribute you are assigning.
3. Select Add>
   

The Attribute will move to the Assigned Attributes list.

 

To un-assign an Attribute:

 

1. Under the Assigned Attributes list, select the Attribute you are assigning.
2. Select
   

To select multiple Attributes at one time, hold down the Ctrl key and then select each Attribute.



 

 

Unassign an Attribute¶

 screen shot

 

From the Assign Custom Attributes screen:

1. Under the Assigned Attributes list, select the Attribute you are assigning.
2. Select
   

To select multiple Attributes at one time, hold down the Ctrl key and then select each Attribute.