CRM – attributes in the Text Editor

If you use the Text Editor to define the layout of a letter or to create a selection expression, you can retrieve attributes. To select an attribute, on the Options menu of the Text Editor, click Start Zoomsession.

General notation of an attribute

Types of attributes

R
The attribute is associated with a customer or prospect.
P
The attribute is associated with an opportunity.
C
The attribute is associated with a contact.
A
The attribute is associated with an activity.

The general notation of an attribute is as follows: [X, attribute].

The X stands for (R, P, C, or A). The retrieved attribute is always the attribute for a relation (R). If you wish to assign the attribute to a contact, you must change the "R" into "C", and so on.

Attribute variables

If you want to use attributes in a predefined report, you can use the following variables (arrays):

label.data
In this array all labels (descriptions) of the attribute are stored. The length of a label is 40 characters, up to 25 labels.
attribute.data
In this array all values (alphanumeric) are stored (up to 25).
attribute.text
In this array all text numbers are recorded (up to 10), which can now be printed.

Example

Activity 'Visit' has three attributes:

Type of atmosphere	friendly, normal, hostile
Start of appointment	early, on time, late
End of appointment	early, on time, late

Attribute two has a text linked to it.

The following can be printed:

tdsmi200.cact tdsmi200.dsca

label.data (1) : attribute.data (1)

label.data (2) : attribute.data (2)

label.data (3) : attribute.data (3)

Text label.data (2)

attribute.text (2)