The data table contains a list of all attributes that are defined in the CRM. Schedulers can view and create attributes (required by their organization) via the Skedulo web app–rather than having to find and enter them directly in their CRM.
Note: Users must have the required CRM permissions to create, view and edit the data table.
View Attribute List
The data table list for attributes can be accessed via the navbar (at the far-left of the console). Click on the data tables button (the 3-dots icon) and select "Attributes" from the menu options.
The attributes table lists all of the scheduling attributes defined in the CRM. The following information is available:
Column titles marked with a small accent can be sorted by clicking on the accent symbol. View and edit options are available via the more options menu (to the right of the attribute entry).
Figure 1. Accessing attributes in the data table.
Figure 2. Viewing the attributes list in the data table.
Also, see Attributes.
Create a New Attribute
Create new attributes directly within the list by clicking on the "Create new" button at the top-right corner.
Complete all required fields highlighted red:
- Type (optional).
- Click "Create."
Figure 2. How to create an attribute using the data table.