Customer Attributes allow you to create text fields, drop down menus, checkbox areas and more on Customers, Leads, Opportunities and Support Tickets.
Lead Commerce puts that power into the end users hands. With attributes, you can create new text areas, drop down menus, checkboxes and more without any programming knowledge what-so-ever.
Below are the specific sections of the Customer Attributes detail sections:
Details:
| Name | This is the internal name of the custom attribute you are creating. |
| Status | This is the status of the Attribute and can be Active, Inactive, or Archived. |
| Display Name | This is the external name of the Attribute which will display in your storefront on web forms if the Show on Website (FLEX) option is selected. |
| Type | The Type of Attribute you create can be drop down, small text area, large text area, checkbox, media and date. |
| Show on Website (FLEX) | This option allows you to display your attributes on the web forms of your storefront. |
| Required | This option requires that the data is filled out when creating a new customer or lead. |
| Slug | The SLUG is a non-required field typically used for your storefront theme. Consult your web designer on questions relating to slugs or review the FLEX theming guide for more details. |
| Applies To | This option allows you to indicate which subcomponents can use this custom attribute. Please Note: Data within these custom attributes are not shared. |
| Attribute Order | This field requires a number. This number will correlate to the order of the attribute. For example, a 6 will make this attribute show up before any attributes with a 7 or higher. If blank, it is set to 0 by default. |
Attribute Values:
Attribute Values display on drop down and checkbox attribute types. You must first save the Attribute prior to adding values to both a drop down and checkbox type product attribute.
| Name | The name of the attribute value. |
| Status | The status which can be active, inactive or archived. |
| Order By | The order that this value should appear in a checkbox menu or drop down menu. |
File Upload Section:
| File Upload | This section displays all files that have been associated to this category. |
| Upload Files Button | This button is used to upload one or multiple files to the category from your computer. |
| Row level Colorbox | If you click on each file that has been uploaded it will open a dialogue window to allow you to make changes to the file name, to display the file in the customer portal and view the full path URL. |
| File Name | The name of the file |
| File URL | The full path URL of the file. |
History Section:
| User | This column indicates which user made the change to this Category. |
| Action | This column indicates what was done. |
| Modified On | This column indicates when the change occurred. |
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