Attributes are places to store additional information that you think is important. Attributes can store customer information or information related to an appointment. Attributes enable you to record data specific to your business.
You create attributes, give them their name and decide what format of data you want them to store (e.g, calendar dates, currency, text etc). You should use attributes to record information you are interested in but that does not have a standard field or home in Kitomba. e.g. credit card number details could be an attribute.
There are three types of attributes that you can set up:
- Customer - eg. any allergies, drink preference etc.
- Appointment - eg. Colour notes, Notes or new customer etc.
- Records - This is a group pf attributes - eg. recording evidences from apprentices.
To create an attribute go to the admin tab and select attributes.
Select the attribute type and select the Create button in the top right
Name the Attribute then select the drop down beside Data Type
Select how you want the attribute to show on screen.
Text is a short line that you can add text to
TextArea is a longer text area suitable for longer comments
CheckBox is a yes/no style switch
Number is a Text field that only accepts a numeric value
Date is a Text field that only accepts a date value
Currency is a Text field that only accepts a currency value
List is a list of options, like the Data Type list shown in the screenshot above
Link provides a browse button in the Client Card - allowing you to find and save a file in the Clients record
Check the options for how this attribute works that you require.
Use this attribute as a Template Parameter - allows you to use the data stored in this attribute in a message template
Use this attribute in client searches - allows you to limit a search by this attribute. Perfect for creating Marketing Lists.
Don't show on customer history printouts or the new client form - hides this data from each of these reports.
Tick here to allow this attribute to trigger alerts - this attribute will trigger an alert in the customer card - adding an exclamation mark icon to the clients appointment blocks and client card.
Don't upload this attribute to Head Office - prevents the attribute from syncing to Kitomba1.
Require this attribute to be populated - makes this a required field in the client card
Show on calendar quickview - displays this attribute by default in the calendar quickview.
Move Up and Move Down Buttons allow you to rearrange the attributes into the order you want to see them displayed.
When you create an appointment you get the option to select the attributes for Customer, Record or appointment.