Search for Attributes

Use Attributes in the CRM Setup submodule in the Settings module to search for attributes.

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

To search for an 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 that contains the attribute for which you are looking.
3. In the left pane of the Settings page, click CRM Setup > Attributes.
4. On the toolbar of the middle pane, use the Search Grid field to enter a keyword that is associated with the attribute.