Custom Attributes are the individual data items you want to store. You'll need to create first a Custom Attribute Group to hold one or more attributes.

Custom Attributes are combined into attribute groups so agrē knows how to display them on the customer account CRM tab.

Each attribute must have a unique name within its group (but attributes with the same name can be part of different groups).

To manage custom attributes

Navigate to Accounts Receivable > CRM > Manage > Custom Attributes.

Custom Attributes are managed within their Group. Select a group and click Retrieve. A list of the custom attributes contained in this group is shown.

What you'll find:

I want to read the white paper (with lots of screen shots) on CRM Customer Relationship Management.

Adding Custom Attributes

There are four varieties of Custom Attributes:

text box

multi-line text box

check box

dropdown list

For All Attribute Types:

Click Add.

Adding a Text Box

Type the attribute name. Select Text as the attribute type. Click Update.

Adding a Multi-line Text Box

Type the attribute name. Select Text (Multiline) as the attribute type. Click Update.

Adding a Check Box

Type the attribute name. Select Checkbox as the attribute type. Click Update.

Adding a Dropdown List

Type the attribute name. Select Dropdown as the attribute type.

Click List.

Type the values you want to appear in the dropdown list and press TAB to activate.

Click Update to save the list values.

Click Update to save the dropdown attribute.

For All Attribute Types

Save your changes.

Editing Custom Attributes

Editing attributes is very similar to adding them. It may take less time to edit and customize a default attribute than removing it and creating a new custom one.

Select the attribute you want to change and click Edit.

Make your changes.

Save your changes.

Changing an Attribute Name

Change the attribute name by typing new text. This changes only the text label. Existing data (information specified in the customer account) will not be affected. Update to save the change.

Deactivating Custom Attributes

Click on the Active checkbox to remove the checkmark. Update to save the change.

Editing Dropdown List Choices

Click List.

To change the spelling of an existing value, double-click and type new text. This changes existing data (information specified in the customer account). Update to save the change.

To add a value to the list, type a new title and press TAB. Update to save your changes.

For All Custom Attributes

Save your changes.

Removing Custom Attributes

If an attribute is not in use it can be permanently removed from the group. If it has been used, you would need to edit every customer account with data in that attribute and clear it before the attribute could be removed.

Select the attribute and click Remove. Save your changes.