Custom Attributes

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Setting up custom attributes allows you to pull them directly for a Contact instead of specifying them every time.

You will see the following different terms throughout Zipi, but they all refer to the same thing:

  • Wildcards
  • Compensation attributes
  • Custom attributes

In this article, we will cover:

Setting Custom Attributes

  1. In the left navigation menu, go to Contacts 

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  2. Edit the Contact you want to set the custom attributes for
    Note: You can only set compensation attributes for Contacts that are part of the directory. 
  3. Go to Compliance Compensation Attributes

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  4. You can either:
    • Use an existing custom attribute
    • Create a new custom attribute
Note: Once an attribute is created, it is visible for all the Contacts in that company to use

Creating Custom Attributes

  1. Click Create/Update Attribute Type

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  2. You will need to enter the name and type of the compensation attribute
  3. You can create three types of attributes:
    • Text: These can be used as disbursement instructions.
    • Numerical: These can be used as quantity, price, etc. depending on where and how you use them.
    • Contact: These are used mostly in cases of mentors. 

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  4. Once that is done, click Save

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Updating Custom Attributes

  1. Click Create/Update Attribute Type

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  2. Select the attribute you want to change using this dropdown

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  3. Make the necessary changes, save and update the contact

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Adding Custom Attributes

  1. Choose the compensation attribute from the Compensation Attributes dropdown

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  2. You will see the attribute field and you can enter the value you want

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  3. Once that is done, Update the Contact

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  4. You should now see the compensation attribute under Compliance when you view the Contact card

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Where Are Custom Attributes Used?

Deals

  1. You can add these attributes on the edit Deals page
  2. Expand the card for the agent/company
  3. Click Add Additional item

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  4. Let's look at this in detail

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    1. You can define the name of this fee
    2. You can choose a regular Contact or a Contact added as a custom attribute
    3. You can either type in an amount of choose the custom attribute
    4. You need this so it links to the relevant ledger account
    5. To add a compensation attribute, click
Note: If you don't want to use the compensation attribute, but just type in the value, you can click this icon

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Invoices/Bills

  1. Go to Bills, Recurring Bills, Invoices, or Recurring Invoices
  2. Choose a product /service, you need that so it links to the relevant ledger account
  3. Since numerical custom attributes can be used as both quantity and rate, you can override the default values to use custom attributes

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Rules

  1. Go to Rules and select a profile and the particular element
  2. Click this icon

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  3. Choose a numerical custom attribute from the dropdown

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  4. You can use the text compensation attributes as disbursement instructions

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Using Contact Custom Attributes

  1. We have a mentor defined for the Contact Montana Max

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  2. Go to Rules and select your compensation structure
  3. Let's look at this section in detail

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        1. If this option is enabled, Zipi will skip all those Contacts that don't have a mentor or amount defined. If disabled, for Contacts that don't have a mentor, their company will be the mentor and the amount will be 0, if not defined.
        2. The name you want to give this fee
        3. If you choose Mentor, a custom attribute defined for everyone in your company, this fee will apply to everyone on this compensation structure.
        4. You can either type in an amount or use a numerical custom attribute
        5. This means mentor fee is a flat fee

 

 

 

 

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