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Adding Custom Attributes to the Address Book

Learn how to expand and customize your address book by adding custom fields and attributes (e.g., text, date, or yes/no fields).

You can flexibly expand your address book by adding custom attributes that go beyond the standard fields.

Step-by-Step Instructions

Navigate to Recipients → Attributes in the menu and click on + New Attribute.

You can then customize the attribute using the following options:

  • Type: Define the data format (e.g., Text, Number, Date, or Yes/No field).

  • Subtype (Art): Allows for a more precise specification based on the selected type.

  • Predefine values: Creates a drop-down menu with fixed choices for the recipient.

  • Set default value: Determines a pre-selected value if the recipient does not make a choice.

  • Allow multiple values: Enables the selection of multiple options.

    Note for data import: Multiple values must be formatted as follows: ["value1","value2"].

  • Address Books: Select which address books the new attribute should be available in.

⚠️ Important Note: > Once created, attributes can only be edited to a limited extent. If an attribute is already integrated into active forms, modifying it later may cause the form to lose its functionality.

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