Adding characteristics to transactions and clients

DETAILED PROCEDURE

Characteristics allow you to qualify, structure, and enrich the information associated with clients and transactions.

General overview of characteristics

Characteristics are added using:

• a unified search bar
  which acts as both an input field and a dropdown menu

This functionality allows you to:

• quickly search for an existing characteristic
• display the complete list of available options
• add individual characteristics or predefined groups of characteristics

Adding characteristics to a transaction

Access the client

• Click on the "Clients" tab in the main menu.
• Use the search tool to locate the desired client.
• Click on the client to open their profile.

Create a transaction

• In the client profile, click "Add a transaction".
• The transaction creation window will open.

Access the “Characteristics” section

• Locate the "Characteristics" section in the transaction.
• Click the "Add" button to begin adding.

Select a characteristic

In the unified search bar:

• type the name of the desired characteristic
  or
• click the arrow to display the list of available characteristics

Select the desired characteristic.

Enter characteristic values

• After selection, an entry window will open.
• Complete all required fields associated with the characteristic.
• Verify the accuracy of the entered information.
• Click "Add" to confirm.

Adding a group of characteristics (Transaction)

Access the group option

• In the "Characteristics" section, locate the "Add" button.
• Click the arrow next to the button.

Add a group

• Select "Add a group of characteristics".
• Choose the desired group of characteristics.
• Click "Add".

Adding characteristics to a client profile

Access client characteristics

• Open the relevant client profile.
• Click on the "Characteristics" tab.

Add characteristics to the client

• Click "Add" in the characteristics section.

• Repeat the same steps as for a transaction:

  • search or select the characteristic
  • enter the values
  • confirm using the "Add" button
    
    

Additional information is available in our Frequently Asked Questions, accessible in the following documentation: FAQ - Adding characteristics to transactions and clients