Used to record distinctive information on (potential) business partners, contacts, opportunities, or activities and to segment data when specifying a batch selection for generating activities, mail merge (letters), or flexible reports.
Example
| Attribute | Description | Type | Details |
|---|---|---|---|
| sf | Is the person a soccer fan? | Option | Options are Yes and No; default is No |
| fc | Favorite soccer club | Alphanumeric | Default is <blank> |
| conv | How did you value this conversation? | Alphanumeric | No defaults |
| ccb | Can I call you back next week? | Option | Options are Yes and No; default is No |
| lunch | Should bring own lunch | Option | Options are Yes and No; default is No |
| dressc | What is the dress code? | Option | Options are formal and casual (default) |
| comp | Main competitor | Alphanumeric | No defaults |
| terr | Territory | Option | Options are East and West |
| Attribute set | Description | Attributes |
|---|---|---|
| CON | Default attribute set for contacts | sf, fc |
| BP | Default attribute set for business partners | sf, fc |
| CALL | Default attribute set for calls | conv, ccb |
| APP | Default attribute set for appointments | lunch, dressc |
| OPP | Default attribute set for opportunities | comp, terr |