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The available attributes can be applied to members (page 89) or companies
(page 64), although not all attributes can be applied to both companies and
members. The attributes, Company Type, Rating, Trade, MWDBE, Project
Type, and Service can be applied to companies. The attributes, Preferred
Contact Method, Rating and Trade, can be applied to members.
Buzzsaw comes with default attributes that cannot be deleted. These attributes
can be renamed but you cannot add new attributes.
Example of how attributes work
Attributes provide a powerful way to organize and categorize members,
companies, and even files. For example:
First, add the values Electrical, Plumbing, and Concrete to the attribute called
Trade. Now that the Trade attribute is defined you can apply that attribute to
members and companies. If you apply the Trade attribute to members, for
each member you can select a value such as Electrical or Plumbing. Now, you
have set the foundation to search for members who are of the Electrical trade.
Second, rename an attribute to be Region. Add the values Northern California,
Southern California, and Gulf Coast, to the Region attribute. Now you can
search for members that are of the Electrical Trade and are from Southern
California.
Edit attributes
Changes that you make in this tab are reflected in the
companies (page 64)
and the Member Profile tab of the
members (page 89).
1 In the Attributes tab, select an attribute and click the Edit toolbar button.
The Edit Attribute dialog box is displayed.
2 Edit the attribute label.
Next, you can add new values to the attribute, import or export values, or
hide values. See the remaining sections in this topic for details on how to
complete these tasks.
Add values to an attribute
You can add values to an attribute.
1 In the Attributes tab, select an attribute and click the Edit toolbar button.
2 Click the Add toolbar button.
3 Enter a name for the value and click OK.
68 | Chapter 6 Site and Project Administration