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Page Revision: 11/14/2017 04:56 PM

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

 

Custom Attributes¶

Custom Attributes are labels that you can assign to both Customer and Inventory records. They give you the ability to include only specific customer or inventory items in a report, or exclude them. In example, an attribute of "Discontinued" could be assigned to inventory items that the manufacturer no longer makes. Or a customer ranking using an attributes could be created: 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
  

 
Screenshot

Show how to open it with a screenshot of utopia.

Add a New Attribute¶

 

Edit an Attribute¶

 

Delete an Attribute¶

Assigning Attributes¶

Custom Attributes¶

Custom Attributes are labels that you can assign to both Customer and Inventory records. They give you the ability to include only specific customer or inventory items in a report, or exclude them. In example, an attribute of "Discontinued" could be assigned to inventory items that the manufacturer no longer makes. Or a customer ranking using an attributes could be created: 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
  

 












Screenshot

Show how to open it with a screenshot of utopia.

Custom Attributes¶

Custom Attributes are labels that you can assign to both Customer and Inventory records. They give you the ability to include only specific customer or inventory items in a report, or exclude them. In example, an attribute of "Discontinued" could be assigned to inventory items that the manufacturer no longer makes. Or a customer ranking using an attributes could be created: 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
  

 












Screenshot

Show how to open it with a screenshot of utopia.

Add a New Attribute¶

 

Edit an Attribute¶

 

Delete an Attribute¶

==Assigning Attributes==

...to a Customer¶

...to an Inventory Item¶

Edit an Attribute¶

 

Delete an Attribute¶

==Assigning Attributes==

...to a Customer¶

...to an Inventory Item¶

...to an Inventory Item¶