Welcome Guest, you are in: <root>AdminBusinessDevelopmentSupport • Login

Page History: Attributes Help Documentation

Compare Page Revisions

68 67 66 65 64 63 62 61 60 59 58 57 56 55 54 53 52 51 50 49 48 47 46 45 44 43 42 41 40 39 38 37 36 35 34 33 32 31 30 29 28 27 26 25 24 23 22 21 20 19 18 17 16 15 14 13 12 11 10 9 8 7 6 5 4 3 2 1 0 Current 68 67 66 65 64 63 62 61 60 59 58 57 56 55 54 53 52 51 50 49 48 47 46 45 44 43 42 41 40 39 38 37 36 35 34 33 32 31 30 29 28 27 26 25 24 23 22 21 20 19 18 17 16 15 14 13 12 11 10 9 8 7 6 5 4 3 2 1 0

« Older Revision - Back to Page History - Current Revision

Page Revision: 11/21/2017 12:30 PM

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 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. Select Search. Only those Attributes with that text will be displayed.

Add a New Attribute¶

From the Attributes screen:

1. Select Add New. The Details screen will open.
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¶

From the Attributes screen:

1. Select the Edit icon. The Details screen will open.
2. Update the Name as needed.
3. Select Save.
4. Select Return to List. The list will reflect your change.  
   

Delete an Attribute¶

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 it was assigned to. 

Caution: It is not possible to recover a deleted Attribute, or which customers or inventory items it was assigned to.

Assigning Attributes¶

 

...to a Customer¶

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.
4. Select Close.
   

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

 

...to an Inventory Item¶

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.
4. Select Close.
   

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

Removing Attributes¶

From the Assign Custom Attributes screen:

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

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