| | CRM – attributesAttributes are 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. You can link attributes to these business
objects: - Business partners
- Contacts
- Opportunities
- Activities
To specify attributes and attribute sets: Step 1. Create attributesCreate attributes in the Attributes (tdsmi0550m000) session. Notes - The fields on the Reference tab are optional.
- Attributes are similar to the LN fields. For example,
a calculator can be used on both the integer and fraction attributes, the same
way as in standard numeric LN fields. The calendar can be used on date attributes.
- If an attribute is of the Option type, specify the options in the Options by Attribute (tdsmi0151m000) session.
Step 3. Link attributes to attribute setsLink the attributes to the attribute set in the Attributes by Attribute Set (tdsmi0153m000) session. An attribute be linked to more
than one attribute set. Attribute sets can be added to these sessions: - Attributes by Business Partner (tdsmi1101m000)
- Attributes by Opportunity (tdsmi1111m000)
- Attributes by Contact (tdsmi1123m000)
- Attributes by Activity (tdsmi2101m000)
Step 4. Link attributes to business objectsAttributes can be linked to business objects as
follows: - By using default attribute sets, which you can define in
the Defaults by User (tdsmi0520m000) session or in the CRM Parameters (tdsmi0100m000) session.
- By globally adding an attribute set to multiple business
partners, opportunities etc. in the Global Addition of Attributes (tdsmi2210m000) session.
- By globally adding activities to multiple
business partners, opportunities etc. in the Global Addition of Activities (tdsmi2210m100) session. The addition of activities in this
session must be based on an activity template to which an attribute set is linked in the Activity Templates (tdsmi0155m000) session.
- By manually adding attributes to specific business objects.
You can add attributes one by one or by attribute set
in these sessions: Business Partner (tccom4100s000) Opportunity (tdsmi1610m000) Contact (tccom1640m000) Activities (tccom6100m000) Add attributes to an activity on the Additional Attributes tab of the Appointment (tccom6600m100), Call (tccom6600m200), Task (tccom6600m300), or Mailing (tccom6600m400) sessions, which refers to the Attributes by Activity (tdsmi2101m000) session.
Step 5. Specify values for attributesOn the Additional Attributes tab of the Business Partner (tccom4100s000), Opportunity (tdsmi1610m000), Contact (tccom1640m000), and Activities (tccom6100m000) sessions, you can specify values for the attributes. Based on the type of attribute, the calculator or calendar
can be available when you specify values. It is mandatory to specify a value if
the attribute is set up that way. Example Attribute linked to a business partner A company decides to check if their suppliers are ISO 9000
certified. By creating an attribute called ISO 9000? and linking this attribute
to each of their suppliers, the company can track this information. The company
sets the default value for this expression to No. Attribute linked to an activity A company created an activity used to track complaints from the
warehouse to suppliers. Attached to this activity is an attribute set called
COMP = Complaints, which lists the information that they wish to track each
time an issue comes up. One of the attributes is a field in which the warehouse
person rates the supplier's response. The available values are Great, Good,
Poor, and Unacceptable. Attribute set Each year a company conducts a customer satisfaction survey.
Each of the survey questions is created as an attribute and all of the
questions are grouped in an attribute set.
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