How to Use Custom Attributes

Custom attributes in 10X ERP allow users to create user-defined fields for entities such as customers, vendors, and contacts. These attributes help organize and standardize important business data by allowing users to define field names, descriptions, data types, and selectable options. Custom attributes can also be grouped, made searchable, required during record creation, and included in reports and summary tables for better visibility and filtering. Once published, the custom attribute appears on the entity record during editing and can be used in reporting for sorting and analysis.

• Navigate To Custom Attributes by going to Admin > Custom Attributes to view, create, or manage user-defined fields for various entities.
• Create A New Attribute by selecting the Entity Type and entering a Database Type Name using lowercase letters, numbers, and underscores only.
• Define The Display Settings by entering a User-Friendly Name and Description that users will see when hovering over the field.
• Select The Data Type such as String, Number, or Boolean depending on the type of information you want to capture.
• Configure Attribute Options by enabling Multiple Choice, Multi-Select, or Required settings to improve Data Consistency and User Input.
• Enable Reporting Features by selecting options to Include On Reports, Summary Tables, and Search Results for easier Data Analysis.
• Publish The Attribute after saving your configuration so the field becomes available within the selected entity.
• Access The Attribute On Records by opening the entity record, selecting Edit, and entering or selecting the appropriate value.
• Use The Attribute In Reports by running reports and sorting or filtering results using the Custom Attribute Field.