Contact Attributes let you tag contacts with your own, freely defined characteristics - independent of the standard Contact fields - so contacts can be filtered, evaluated or flagged based on criteria specific to your organization.
Note
Construction Base also provides the Industry Groups tree for classifying contacts by branch/industry, together with its multi-company synchronization; this is documented separately in Contact Branches & Industry Groups.
Attributes
Before an attribute can be assigned to a contact, it must be defined once on the Attributes page.
Field
Description
Code
Unique code identifying the attribute.
Description
Description of the attribute.
Valid to
Date until which the attribute is considered valid.
Critical
Marks the attribute as critical, for example when it flags an important compliance or risk-related aspect of a contact.
Contact Attributes
The Contact Attributes page assigns defined attributes to individual contacts.
Field
Description
Contact No.
The contact the attribute is assigned to.
Attribute Code
The assigned attribute, looked up from the Attributes list.
Attribute Description
Description of the attribute, retrieved automatically from the Attributes list.
Note
When a contact (company) is deleted, all of its attribute assignments are deleted automatically.
Note
Construction Base also extends the standard Business Central Contact table for this purpose; this is documented separately in Contact & CRM Extensions.
Related information
Original Construction Base Features, Contact Branches & Industry Groups Construction Base classifies contacts by branch/industry using the Industry Groups tree, and keeps a contact's industry-group assignment synchronized across multiple companies using the Contact Branch Companies setup...
Business Central Extensions, Contact & CRM Construction Base adds a small number of fields and actions to the standard Business Central Contact, Industry Group and Vendor areas: a Blocked indicator and attribute count on contacts, a hierarchical structure for industry groups, an attribute count on industry group assignments, and a Bill of Quantities order count on vendors. One extension in this group (Industry Group Contacts 2) belongs to MEGABAU 365 rather than to standard Business Central...
Contact Attributes
