Add New Attributes

Use Attributes in the CRM Setup submodule in the Settings module to add new attributes.

To use Attributes in the CRM Setup submodule, you must have access to Settings as defined in User Access Rights under Settings.

To add a new attribute:

1. On the main toolbar, click Settings .
2. If you have more than one Company in your WorkBook system, use the drop-down list above the left pane of the Settings page to select the Company to which you want to add a new attribute.
3. In the left pane of the Settings page, click CRM Setup > Attributes.
4. On the grid toolbar, click Add New Row .
5. To edit the Attribute Name, Data Type, and Tag fields, double-click on the corresponding field.