Custom attributes

A custom attribute is an extra field of your own, for information that Quiddly has no field for. An example is the customer number a partner uses for a client. You define the attribute once, and then give it a value on each client, invoice or debtor it applies to.

Create a custom attribute

Go to Global Settings > General > Custom Attributes. The table lists the attributes with their Attribute name and Level.

1. Press Custom attribute below the table.

2. Enter the Attribute name.

3. In Level(s) choose where the attribute is used: Client, Invoice, Debtor and System Debtor. You can choose several.

4. Set up the input field. Choose the Value type and give the field a Value name.

5. Press Save.

Value type	What the user does	Use it for
Text	Types any value. Each client, invoice or debtor holds its own value.	Identifiers that are different for every client, such as a partner’s customer number.
Dropdown	Picks one of the values you listed. Press Add value to add more.	A short fixed list. A dropdown holds at most six values.

• An attribute can have up to three input fields, added with Add input field while you create it.
• After you save an attribute you cannot change the value type or the values of its input fields, and you cannot add input fields. To use other values, create a new attribute.

One number per client

To store a partner’s customer number for each client, use the value type Text. Every client then has its own unique value and there is no list of values to keep within a limit. A dropdown would need one value for each client.

Set the value on a client

1. Open the client and expand Custom Attributes.

2. Press Custom attribute.

3. Choose the Attribute. The list contains the attributes that have the level Client.

4. Enter or choose the value and press Save.

The section lists each attribute with its Value and Date. Use the icons on a row to change or delete the value. The same section exists on invoices, debtors and system debtors that have attributes with the matching level.

Attributes stay on the client

An attribute set on a client belongs to that client. It is not copied to the client’s invoices. Give an invoice its own value when the attribute has the level Invoice.

Rights needed

Setting attributes on a client needs rights on your role:

• To see the attributes in the Attribute list, the role needs the right to search the attribute definitions. Without it the list is empty, and the field looks as if no attribute exists.
• To read, add, change and delete the values on a client, the role needs the matching client label rights.
• Creating, changing and deleting the attributes themselves under Global Settings needs the corresponding label rights too.

See Rights, roles and users and the rights catalogue for the exact rights.