It is now possible to add your attributes (also referred to as input fields or own fields) in the event dashboard to enter information. Such attributes can be added as variables in quotations, documents and messages.
1. Add fields
Go to Setup and then to Attributes (below the Settings heading).
Click '+ add new attribute'.
Add the name of your attribute and a field type. You can choose from the following options:
Short text field
Long text
Number
Currency
Date
Time
Date & time
Yes/No
2. Add to templates and messages
After adding the attribute, the name of the attribute is visible in the variable list of templates and messages.
3. Where to find back the attributes?
3.1 Events
The atrributes of the object type 'events' are visible when creating an event and can be modified in the event information edit screen.
3.2 Organisations and contacts
The attributes of object types 'organisations' and 'contacts' can be fund below the address data (after clicking on the contact or organisation name)
Examples
Below you can find some examples of potential attributes.
Events
Payment options
Special details
Diatery requirements
Organisations
Special details
Client type
Contacts
Salutation