Custom Attribute: List Page

The purpose of the Custom Attributes page is to provide access to custom attribute records and to help you create and work with custom attributes.

To open the Custom Attributes page, select Admin > Custom Attributes.

The Custom Attributes page includes the following features:

  • The Create > New Attribute option, using which you can open a data entry page and define data for any one of the five different types of custom attributes.
  • The Manage Custom Attributes panel, which consists of:
    • The Show filter, using which you can sort custom attributes by their type, and by their application to either customer or product.
    • The 1 2 3 page control, using which you can navigate to any page in the current Manage Custom Attributes panel.
    • The complete list of custom attribute records.

The following custom attribute record fields are displayed:

ID
CRMS assigns a unique ID number to every custom attribute record. If two or more custom attribute names (which are defined by CRMS users) were similar or identical, this number is the unique identifier.
Name
The name of the custom attribute as defined in CRMS, and set up as a hyperlink to the custom attribute record. Click the custom attribute name to open the record, either to see or edit its details.
Note: This name string text is the exact text string that must be used, character for character, in XML-formatted transaction files to identify this custom attribute. After a custom attribute has come into use, do not change its name in any way until you have consulted with Reward's Client Services department. Name changes can result in lost and/or corrupted data.
Applies to
The associated data entity modified by the custom attribute: either products or customers.
Type
The type of the associated custom attribute (one of the five possible types.)
Reference Tag
The text string used to create the reference tag for this data field. Enter a text string that is unique with respect to other reference tags. You can use the specified reference tag string in API calls for custom attribute data or to insert the custom attribute data into email or if the custom attribute is being displayed to the customer in the microsite.
Note: After you have started to use the custom attribute, never change the name or reference tag, unless you have made special arrangements with Reward's Client Services department. If you change this text string after the associated custom attribute has come into use, any reference tags based on the former string fail to function properly.
Last Modified
The date when this custom attribute record data was most recently changed. This is the field used by default to sort the custom attribute records. When you open the Custom Attributes page, the most recently updated custom attribute records are displayed first.
Clone
Use it to clone the associated custom attribute record. The clone is assigned a slightly different name, usually called "Copy of <original name>". Because you can define a maximum of ten custom attributes of any given type, take care not to create custom attributes unless you are sure you use them.

Use the Custom Attributes page to:

  • Find the name, reference tag, or type specification associated with a custom attribute.
  • Open a custom attribute record to see specific details about the custom attribute that are maintained in that record.
  • Create a custom attribute. (This includes updating lists of custom attribute values.)