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 menu of the Text Editor, click .
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) |