Creating Custom Attributes

To create custom attributes. follow these steps:

  1. Click on the "Create custom attribute" button, A pop-up window will appear.
Fig 143: The "create custom attribute" button.

The "create custom attribute" button.

Fig 144: The "Create Custom Attribute" pop up.

The "Create Custom Attribute" pop up.

  1. Enter the attribute name.
  2. Enter the attribute description.
  3. Select one of these data types:
  • Text: This type allows you to store any kind of text or characters, such as names, addresses, or notes.
  • Number: This type is used to store numerical values, which can be used for quantities, measurements, or any other numeric data.
  • Date: This type allows you to store dates, such as birthdates, appointment dates, or any relevant calendar dates.
  • Bit: This type is used for binary values, often representing yes/no or true/false options.
  1. Click on the "Create" button to save the attribute or click on the "Cancel" button if you want to discard any changes.
❗️

Note: Each Customer Attribute must have a unique name.