Attribute Sets for Persons
This page lists the fixed (System) attribute sets that can be added to Contacts that are Persons. Fixed attribute sets cannot be altered: the individual attributes cannot be removed. How attributes work, including custom attributes and lookup lists, is explained on Custom Attributes.
Available Attribute Sets: System
| Attribute Name | Description | Add Attribute Set more than once? |
|---|---|---|
| Staff | Fields for staff functions and rates. | No |
| Bank | Fields for bank details. | Yes |
Staff Attributes
| Attribute | Value |
|---|---|
| Status | Select the staff member’s status from the dropdown list:
The status appears in the Staff view. |
| Sales Rep | Checkbox. If checked, the employee appears on the sales rep dropdown lists. |
| Project Resource | Checkbox. If checked, projects can be allocated to the employee. |
| Timekeeping Resource | Checkbox. If checked, the employee can log time using the mobile app or timekeeping interface. |
| Hourly Cost | Enter the hourly cost of the employee. This field is linked to timekeeping records. |
Bank Attributes
| Attribute | Value | Can a Lookup List be created? |
|---|---|---|
| Account Holder | Enter the name of the bank account holder (usually the employee’s legal name). | No |
| Bank | Enter the bank’s name. | Yes |
| Branch Code | Enter the bank’s branch code. | No |
| Type | Enter the type of bank account (e.g. Current, Savings). | Yes |
| Account/IBAN No. | Enter the person’s bank account number. | No |
| SWIFT/BIC Code | Enter the bank’s international clearing or SWIFT code. | No |