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Atributes

Atributes

The code list is used to enter attributes for a contact or contract. After pressing the New button, the user enters:

  • Type

    • The user selects whether the attribute is assigned to a contact or an agreement

  • Code

    • It represents a unique code that the user enters manually. The code can be numeric, text, or a combination of numbers and text with a maximum length of 10 characters without spaces (it can be replaced by an underscore "_"). We recommend creating it in such a way that it is easy to remember and helps the user identify what attribute it is by the code

  • Description

    • The user manually enters the specification for the code

  • Automatic

    • Default Value No

    • If = Yes is selected for a given row, the attribute will be automatically based on the Entity Type in the Type field.