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Dynamic Attributes

You can add additional fields to your Vendor and Project records by creating dynamic attributes. There is no limit to the number of attributes you can have.

  • To create new attributes go to Settings > Dynamic attributes
    • You can add attributes to Vendor and Projects
    • You can use attributes on Vendors for things like rating or preference
    • You can use attributes on projects for things like a customers name, sales rep, or important dates
  • Create a new attribute by clicking on add attributes, adding a name and selecting a type
    • You can set up multi-selects, single selects, text fields, and radio buttons
  • You can see Vendor attributes on the Vendor Overview page and filter by attributes in the Vendor Search
  • You can see Project attributes on the Project Overview page and filter by attributes in the project searches