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| Property | Type of property value | Description |
|---|---|---|
| Field title | String | This value will be displayed in a card or dictionary. |
| Field type | Cascading Select list of types | There are fixed set of attribute types with unique features. See full list and description in the table above. |
| Show in grid | Checkbox | If checked this property will be shown in the directory as a column. |
| Is title | Checkbox |
|
| Is required | Checkbox | If checked the system will require users to fill in the attribute before saving contact/company. |
Show in a CRM name field | Checkbox | If checked the attribute will be shown in brackets in the field marked as "is title" in CRM directories. |
Show in CRM custom fields | Checkbox | Company/Contact issue fields format. If checked the attribute will be shown in brackets with contact (company) name in issue's CRM custom field. |
| Is read only | Checkbox | If checked this attribute will not be available for editing. |
From creation | Checkbox | This property is pared to "read only". If checked the attribute will be not editable from the moment of it's creation. Unchecked allows to fill in the attribute while creating new record in CRM directory. |
Restrict duplicates | Checkbox | If checked the system will examine if the same value for this attribute already exists in CRM directory and decline creation (import) of duplicate. |
| To search by | Checkbox | If checked the system will use this attribute for searching in addition to company name. It is useful if you have two fields for name in English and in Russian. If you check this property in "Russian name" attribute you can search company by either Russian or English name. |
| Fields | String | See full list and description in the table below. |
| Tab | Cascading Select list of tabs | The tab on which to put the attribute. If the tab list is empty - just create tabs in tab table. |
| Width | Integer | The width of the attribute in pixels. Important for fields like "address", "full name", etc. |
| By default | Checkbox | Is used for Checkbox attribute type. If unchecked, new records will be created with unchecked checkbox attribute. If checked - checkbox attribute will be checked by default for new records. Notice that for existing records checkbox attribute is created unchecked. |
This is the most important property. It must be checked only in one attribute - usually company or contact name. It shows that this is a key attribute and is used in dictionaries for searching company/contacts. If this property is checked in another attribute it will be unchecked in current attribute.Special properties for some attributes types
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