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Page Revision: 11/21/2017 08:45 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 Removing Attributes

 

Custom Attributes¶

Custom Attributes are labels that you can assign to both Customer and Inventory records. They give you the ability to include, or exclude, specific customers or inventory items from reports. 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 system using Attributes of: 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 utilizing Attributes. 1) Creating the Attribute and then 2) assigning the Attribute to the customer or inventory item.



To access the Custom Attributes screen, select Custom Attributes menu item under Company:









Select Search to list all the current Attributes.







 

 When using the Name search box, use a % before the text of the Attribute you are looking for. 

 





 

 

Add a New Attribute¶

 screen shot



 

From the Attributes screen:





 

 



 

Select Add New

1. Type in the Name of your attribute
2. Select Save
3. 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 or inventory items 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 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 select multiple Attributes at one time, hold down the Ctrl key and then select each Attribute.



 

 

Removing Attributes¶

screen shot

From the Assign Custom Attributes screen:

1. Under the Assigned Attributes list, select the Attribute you are removing.
2. Select < Remove
   

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