Purpose

The Attributes module allows users to create and edit custom fields for various modules throughout TRUE. It enables tracking of virtually any information that is not already being tracked, using either text-editable fields or customized drop-down lists. Additionally, attributes can be used to filter specific records that contain the custom attribute information. Default attributes are located in the “Gear” icon on the top right corner of TRUE.

Settings

Creating an Attribute

1. Select the “Gear” icon
2. Click “Attributes”
3. Locate and select the correct field. (IE: If adding attributes to Leads module, select “Contact/Lead”
4. Click the “+” icon to add a new Attribute or select an existing
5. Add the desired attribute name in the "Name" field
6. For drop-down lists:
   • Write options in the "Drop Down Options" box
   • Press enter after each option
   • To specify order, number the options (otherwise, they'll be alphabetized)

Editing an Attribute

1. Select the “Gear” icon
2. Click “Attributes”
3. Choose the desired module
4. Select the chosen attribute
5. Edit the desired text in the details section

Deleting an Attribute

1. Select the “Gear” icon
2. Click “Attributes”
3. Choose the desired module
4. Select the trash can icon for the chosen attribute Note: This action is irreversible and will delete all related data for all records.

Using Attributes

Adding Attributes to a Record

1. In the desired module, find a record to add an attribute
2. Select the plus icon in the Attributes section (e.g., on the Overview tab of a job record)
3. Choose from the available list of attributes

Editing Attribute Values

1. Click in the field below the attribute name
2. For drop-down lists:
   • Select from available options
   • You can also type additional information even after selecting an option
3. For text fields:
   • Enter the desired text

Common Workflows and FAQ