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 atmospherefriendly, normal, hostile
Start of appointmentearly, on time, late
End of appointmentearly, 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)

 

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