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 - Newer Revision »

Page Revision: 11/14/2017 04:42 PM

undefined

Table of Contents [Hide/Show] Custom Attributes       4 Custom Attributes    3 Custom Attributes 2 Custom Attributes    Add a New Attribute    Edit an Attribute    Delete an Attribute Assigning Attributes    Delete an attribute

 

Custom Attributes¶

4 Custom Attributes¶

===3 Custom Attributes===

2 Custom Attributes¶

=1 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 in a report, specific customers or inventory items. In example, an Attribute of "Discontinued" could be assigned to inventory items that the manufacturer no longer makes. Or create a customer ranking using an Attribute: 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¶

Delete an attribute¶