For example, by default, a company profile includes only two available phone number fields. If you needed to record a third number, you could create a custom attribute for this company, name it "Phone Number 3", and enter the phone number into the Value field.
These custom attributes are used as filters, and can be accessed on the customer's card file via the Companies page.
Add a custom attribute to a company
On the company profile/customer card file (accessed via the Companies page), click Custom attributes.
This takes you to the custom attribute editor for that company.
Here, you can enter the value/content of the custom attribute, or select a previously used value from the dropdown list.
Customise (add, enable/disable, or edit) custom attributes
- Go to My account, then select Settings.
- Under the CRM section, click Custom attributes.
Update custom attributes in bulk
- Export the current list of attributes into a spreadsheet.
- Go to Products, then select Export data.
- Select the data type Company custom attributes and ensure you include all available columns in your spreadsheet to download.
- Click Download.
- Edit the spreadsheet.
- Make the necessary changes in the downloaded spreadsheet e.g. update values, correct entries, etc.
- Save the file.
- Import the updated file.
- Go to Products, then select Import data.
- Select the data type Company custom attributes and upload the updated spreadsheet, then save.
