Attribute Assign

You can view/enter contact attributes on the contact card by selecting Process – Contact Attributes.

The table is used to add information about a contact or financing contract.

Field:

• Type

  • Hidden field, the system fills in automatically:

    • if the record is created from Contact or Customer, it will have the value Type = Contact

    • if the record is created from a financing contract, it will have the value Type = Contract

• No. (No.)

  • Hidden field, the system fills in automatically:

    • if the record is created from a Contact or Customer, the value will be Contact No.

    • If the record is created from a financing contract, the value will be the contract number

• Code

  • The user selects from the Attributes table, in which the required types of attributes are defined

• Description

  • Completes the system according to the selected code

  • Not manually editable.

• Usage

  • Completes the system according to the selected code

  • EN values = empty, Informative, Repayment Agreement, Agency, Insolvency, Bankruptcy

  • Values CZ = empty, Informative, Repayment agreement, Agency, Insolvency, Bankruptcy

  • Not manually editable.

• Date of Occurrence

  • The system will automatically fill in the system date

• Inactive

  • User sets if attribute is inactive

  • When changed to Y, the system populates the Inactivation Date with the system working date and switches the Inactivation Date field to editable.

  • When changed to N, the system deletes the Inactivation Date and switches the Inactivation Date field to non-editable.

• Inactivation Date

  • Editable if Inactive=Y, uneditable if N

  • Fills the system with the system's working date when switching Inactive to Y.

• Comment

  • Does the user manually add a text note

• Modified By

  • The system fills in the automatically logged-in user (SystemModifiedBy field)

• Modified At

  • The system automatically fills in the date and time of the record change (SystemModifiedAt field)

If the attribute is created from a contact, it will be automatically visible from the customer and vice versa.