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Atributes

The code list is used to enter attributes for a contact or contract. After pressing the New button, the user enters:

  • Type

    • The user selects whether the attribute is assigned to a contact or an agreement

  • Code

    • It represents a unique code that the user enters manually. The code can be numeric, text, or a combination of numbers and text with a maximum length of 10 characters without spaces (it can be replaced by an underscore "_"). We recommend creating it in such a way that it is easy to remember and helps the user identify what attribute it is by the code

  • Description

    • The user manually enters the specification for the code

  • Usage

    • The user manually selects the reason for which the attribute will be used

    • option (ENUM) = empty, Informative, Repayment agreement, Agency, Insolvency, Bankruptcy

    • EN: empty, Informative, Repayment Agreement, Agency, Insolvency, Bankruptcy

Hidden field (will be removed in future releases):

  • Automatic

    • Default Value No

    • Not used.