The left sidebar displays all modules where custom attributes can be created. Select a module to view and manage its attributes.

Once a module is selected, all existing attributes for that module are displayed in the main panel.

Attributes are created through the Settings menu and assigned to specific modules.

1. Click Gear Icon (Settings) in upper right corner
2. Select Attributes from dropdown menu
3. Locate and select the module where you want to add the attribute (e.g., Contact/Lead for Leads module)
4. Click the + (Plus) icon to add a new attribute
5. Enter the desired attribute name in the Name field
6. For dropdown lists: Write options in the Drop Down Options box, pressing Enter after each option
7. To specify order, number the options (e.g., "1. Option A", "2. Option B"), otherwise they will be alphabetized
8. Click Save

Existing attributes can be edited to change the field name or modify dropdown options.

1. Click Gear Icon (Settings) → Attributes
2. Choose the desired module from the left sidebar
3. Select the attribute you want to edit
4. Edit the Name field or modify Drop Down Options
5. Click Save

Deleting an attribute is irreversible and removes all related data from all records.

1. Click Gear Icon (Settings) → Attributes
2. Choose the desired module from the left sidebar
3. Locate the attribute you want to delete
4. Click the Trash Can Icon next to the attribute

Choose between text fields and dropdown lists based on whether you need standardized selections or free-form entry.

Use Text Fields When:

• Data varies significantly between records (e.g., permit numbers, special instructions)
• You need users to provide unique descriptions or notes
• Information cannot be predefined into categories
• Flexibility is more important than standardization

Use Dropdown Lists When:

• You need standardized responses for reporting and filtering (e.g., "Permit Required: Yes/No")
• Options are limited and predefined (e.g., project types, qualification status)
• Data consistency is critical for advanced filtering
• You want to guide users to specific selections

Attributes are added to individual records through the Attributes section on the record's detail view.

1. Navigate to the desired module and open a record
2. Locate the Attributes section (typically on Overview tab or similar)
3. Click the + (Plus) icon in the Attributes section
4. Select the attribute from the available list
5. Enter or select the attribute value and click Save

Once an attribute is added to a record, its value can be edited at any time.

1. Open the record containing the attribute
2. Navigate to the Attributes section
3. Click in the field below the attribute name
4. For dropdown lists: Select a new option from the list or type additional text
5. For text fields: Edit or replace the existing text
6. Click Save

Yes. Even with dropdown attributes, you can type additional information after selecting an option, or use text-only attributes for completely free-form entry.

Dropdown Attributes:

• Select an option from the dropdown list
• Click in the field and type additional details after your selection
• Example: Select "Permit Required" from dropdown, then type "Electrical and Building permits needed by 3/15"

Text Attributes:

• Click in the attribute field
• Type any text you want without dropdown restrictions

Yes. Attributes can be configured to automatically appear on all new records in specific modules through Company Preferences.

1. Click Gear Icon (Settings) → Company Preferences
2. Navigate to the section for the desired module (e.g., Leads, Jobs, Quotes)
3. Locate the Add All Attributes option
4. Enable the toggle or checkbox
5. Click Save

After enabling:

• All attributes created for that module will automatically appear on new records
• Users can fill in attribute values during record creation
• Existing records are not affected—only new records created after enabling

Yes. Attributes can be included on eForms for customer data collection and field documentation.

Standard eForms:

• Some standard eForms include an Attributes toggle option
• Enable the toggle to include attributes in the eForm
• Attributes will appear as fillable fields on the form

Custom eForms:

• Custom eForms can be designed to include specific attributes
• Work with your TRUE administrator or support team to create custom eForms with attribute fields
• Attributes captured via eForms automatically populate the associated record

Yes. Attributes automatically transfer when records progress through the standard workflow in TRUE.

Workflow Persistence:

• Lead → Quote: All Lead attributes transfer to the Quote record
• Quote → Job: All Quote attributes transfer to the Job record
• Lead → Quote → Job: Attributes follow the entire workflow progression
• Attribute values are preserved throughout the conversion process

Example Use Case:

• Create "Permit Required" attribute on Lead record with value "Yes - Building & Electrical"
• Convert Lead to Quote—attribute transfers automatically
• Convert Quote to Job—attribute remains on Job record
• Project managers can see permit requirements without re-entering information

Attributes become available fields in the Advanced Filter tool, enabling searches based on custom data criteria.

1. Navigate to the module you want to filter (Leads, Jobs, Quotes, etc.)
2. Click Advanced Filter from the search options
3. Locate your custom attributes in the field dropdown list
4. Select the attribute and choose filter criteria (contains, equals, is not empty, etc.)
5. Enter the value to search for
6. Click Search to view filtered results

Example Attribute Filters:

• "Permit Required" equals "Yes" → Show all jobs requiring permits
• "Lead Source" contains "Referral" → Find all referral leads
• "Project Type" equals "Commercial" → Display only commercial quotes
• "Qualification Status" is not empty → Show leads where qualification was completed

Attributes are custom fields that solve many business-specific tracking needs across TRUE modules.

Lead Qualification:

• Track qualifying questions when creating Leads in TRUE
• Provide sales team specific fields to capture relevant qualification criteria
• Example attributes: "Budget Range", "Decision Timeframe", "Authority Level"

Advanced Filtering & Reporting:

• Use Advanced Filter to perform specified searches (e.g., "Show me all Jobs that require a permit")
• Generate reports displaying specific subsets of data
• Export filtered data with attribute values for external analysis

Project Tracking:

• Track permit requirements and numbers
• Categorize projects by type, complexity, or special requirements
• Document site conditions or access restrictions
• Record customer preferences or special instructions

Workflow Management:

• Track internal process stages not covered by standard fields
• Document approval requirements or sign-off status
• Flag records for follow-up or special handling

Attributes are managed through the Settings menu in TRUE's upper navigation.

1. Click the Gear Icon (Settings) in the upper right corner of TRUE
2. Select Attributes from the dropdown menu
3. Choose the module category from the left sidebar to view or create attributes