Getting Started
▶️ How to create your first Procedure
What is an attribute ?
What is a role ?
▶️ How to add a contact
How to automate the synchronisation of contact data
Roles
Procedure Manager
Directory Manager
Directory
How to edit a contact attribute ?
How to establish the procedure for the update contact request ?
GDPR and data masking
How to print a global view of contacts by administrative units ?
What is a group and how to create it ?
What is a personnal alert scheme ?
What is a dynamic selection and how to create it ?
Import/Export
How to export contacts from the Directory ?
How to update multiple contacts ?
How to import contacts?
Calendar
Administrator
Procedure launcher
My account
How to change my password ?
How to change language ?
Why do I receive a Brute Force Login Attempts detected" message
Product User Manual
Product Updates
- All Categories
- Roles
- Administrator
- Attributes
- How to create a contact attribute ?
How to create a contact attribute ?
Updated by Cédric Compagnon
To create attributes, it's necessary to be connected as Administrator.
- Click on the button Attributes
- Click on Add
- Enter a name, for exemple "Birth date"
- Choose a type, for exemple "date"
- If necessary, add a "contextual help". An icon will display and will show your explanation
- Save
Attach this attribute to a contact:
- Click on Directory
- Search a contact
- Click on Attributes
- Choose the attribute "Birth Date", choose a value and click on the "+ Add"
- Several values can be entered for a same attribute