Company Attributes

The Company Attributes tab allows you to display brief descriptive information relating to a company.

To find the Attribute tab, use Marketing Database > Companies and then search for the company to which you wish to add the attribute. The tab is the second one.

You can add or remove attributes from the Company using this tab. Company attributes can describe any aspect of a company that might be useful when dealing with them or for grouping companies together for reporting or mailshoting.

All Company Attributes are made up of two parts, the Attribute Type and the Attribute Code.

The Attribute Type is a one or two letter code to represent the group of Attributes you are creating. For example, the Attribute Type P could represent the Product the company sells, and many Attributes Codes could be set up within this defining the products such as books, videos or DVD's. The Attributes would then be added to represent what the company sells. Companies can have multiple Attributes set up under many different Attribute Types.

To Add a Company Attribute

  • click on the New button just above grid. This brings up a box with three attribute fields.
  • The first field is the Attribute Type field. You can enter or search for the Attribute Type
  • Next do the same with the Attribute code field.
  • The publication/event code can be entered to assign that attribute to a particular publication/event or left blank for a general non-specific attribute such as company size.
  • Click on the Tick button.
  • The second box allows you to enter a comment against that particular attribute.
  • Click on the Done button. The Attribute is now added to the company.
  • Save by clicking on the Tick button.

To Edit a Company Attribute

  • Click on the Attribute line so that the black arrow is pointing to it on the left hand side of the grid.
  • Click on the Edit button, or double click on the Attribute line.
  • When finished, click on the Done button to return to the Attribute tab and save by clicking on the Tick button .

To Delete a Company Attribute

  • Select the Attribute to be deleted by clicking on the line, there will be a black arrow pointing to it on the left hand side of the grid.
  • Click on the Delete button.
  • A pop-up message will come up asking whether you are sure you want to delete Cmp. Att. Link. Click Yes.
  • Save changes by clicking on the Tick button .

Attributes can also be added by Questionnaires which are a shortcut to add multiple attributes to a company and contacts, for more information see Questionnaires.