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For further information please look at the Quick Guide or Tutorial.
To access this screen, click on Practice menu and then client attributes within System Maintenance.
Attributes are used to distinguish clients that have certain features. All Attributes are based on Yes/No answers - the client either has the attribute or does not.
Examples of attributes commonly used are XMAS, to indicate whether the client will receive a Christmas Card or GOLF to indicate whether they are part of the local Golf Club. Attributes are grouped into Categories. These categories are shown on the left side of the screen. By highlighting a particular attribute category on the left, it will display a list of the appropriate attributes within this category on the right.
All attributes to begin with are placed under the default GENERAL unless specified otherwise. Attribute categories can also be setup so only one attribute in the category can be assigned to a client.
To create a new Attribute Category, click Add Category and the enter the description and identifier of the category.
To create a new Attribute within a category, click Add Attribute and enter the details required.
All attributes are available to all clients.
