How to Create an Attribute

What is an Attribute?

Attributes are custom fields within the MetaCX platform. They exist to help you further define information that is specific to your organization. You can create attributes manually via text or numeric fields, or you can create metrics by bringing in pre-determined metrics and data sets from other business systems.

Note: When creating an attribute, it is applied to not only the company you are creating the attribute for, but all other company layouts.

Where Do You Create an Attribute?

Creating or adding an attribute can be done from the Company Profile.

Company Profile

The company profile can be found by clicking the Details button next to the company name on the top left corner of any of the company pages.

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Once you are on the company profile, click the Edit Profile button on the bottom left. The basic info on the left includes default fields that cannot be removed.  Below the notes section, click Configure Attributes.

Examples of company profile attributes include: Renewal Date, ARR, Primary Contact, Customer Category. 

 

How to Create an Attribute 

Step 1

Once you are in the configure section of any of the above three sections, drag and drop from a list of preexisting attributes or click to Add an Attribute. If you select to add an attribute, choose from a pre-determined list of data sets, choose a metric to surface or Create a new attribute.

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Step 2

If you create a new attribute, give the attribute a name and then choose from the 4 data types displayed: Dropdown, Basic Input, Tags or Toggle.

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Step 3

Once a format is selected, you will see a preview of it on the right side. If you change your mind on what you'd like the data type to be after you've already chosen the format, simply click on another data type and it will remove it from the preview. Click Save once you are done. Screen_Shot_2020-04-09_at_3.32.44_PM.png 

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