Adding Attributes to Accounts and Contacts

Modified on Mon, 1 Jun at 5:48 PM

Attributes are labels you can assign to an Account, a Contact, or a Driver to tag and categorize records. This guide explains how to manage attribute assignments and, where applicable, define active date ranges.

Where to find the Attributes page

Element	Navigation path
Account	Back-office → Accounts → open an account → Attributes tab
Contact (back-office)	Back-office → Accounts → open an account → Address Book → open a contact → Attributes section
Contact (self-serve)	Self-Serve → Contacts → open a contact → Attributes section
Driver	Back-office → Drivers → open a driver → Attributes tab

The two columns

The page is divided into two side-by-side lists:

Available Attributes (left) — attributes that exist in the system but are not yet assigned to this record.
Selected Attributes (right) — attributes currently assigned to this record.

Both lists are sorted alphabetically and paginated. If a name is too long to display, it is truncated with "…" — hover over it to read the full name.

What appears in the Available list

Three conditions must all be true for an attribute to show up on the left.

An attribute appears in the Available list only when all of the following are true:

It has been configured to apply to this element type (Account, Contact, or Driver) by an administrator. If an attribute doesn't appear and you believe it should, check with your administrator.
It is not already assigned to this record.
It is not archived.

⚠️

Archived attributes cannot be newly assigned. If an archived attribute was already assigned before it was archived, it remains visible in the Selected list with an Archived badge — but once removed, it cannot be re-added.

Searching

Use the Search attributes bar at the top to filter both columns at the same time. Type any part of an attribute name — results update as you type. Clear the field to restore the full lists.

Adding an attribute

Add a single attribute

Instantly move one attribute from Available to Selected.

Locate the attribute in the Available list (use the search bar if needed).
Click Add (+) on its row. The attribute moves to the Selected list immediately.

Add several attributes at once

Use checkboxes to select multiple attributes before confirming.

Tick the checkbox on each attribute you want in the Available list.
Click Add X attributes at the top of the left column.

ℹ️

While checkboxes are ticked, the individual Add (+) buttons are disabled. Click to uncheck all boxes to restore the individual buttons.

Removing an attribute

Remove a single attribute

Delete one attribute from the Selected list with a single click.

In the Selected list, find the attribute to remove.
Click the delete icon (?) on its row. No confirmation is asked.

⚠️

If the removed attribute is archived, it disappears from both lists entirely and cannot be re-added. Contact your administrator to re-assign it.

Remove several attributes at once

Use checkboxes to remove multiple attributes in one action.

Tick the checkbox on each attribute you want to remove in the Selected list.
Click Remove X attributes at the top of the right column.

ℹ️

While checkboxes are ticked, the individual Remove buttons are disabled. Click to uncheck all boxes to restore the individual buttons.

Start and end dates (Accounts & Contacts only)

Each selected attribute on an Account or Contact can have an optional Start Date and/or End Date to define the period during which it is considered active. This feature is not available for Drivers.

Field	Meaning
Start Date	The attribute is active from this date onward.
End Date	The attribute stops being active after this date.

Both fields are optional — leave one or both blank if no date limit is needed.
If both are filled in, the Start Date must be earlier than the End Date.

⚠️

Rows with an invalid date range are highlighted in red and will block saving until corrected

Saving your changes

Changes are not saved automatically. When you are done, click the Save button for your context:

Account Attributes page → Save button on that page.
Contact edit form → the main Save button of the form.
Driver Attributes page → Save button on that page.

⚠️

Leaving the page without saving discards all pending changes.

Quick reference

Situation	What to do
An attribute I need isn't in the Available list	It may already be in the Selected list, it may be archived, or it may not be configured for this element type — check with your administrator.
I removed an archived attribute by mistake	It cannot be re-added from this page. Contact your administrator to re-assign it.
The Save button is blocked	Look for rows highlighted in red — a Start/End date combination is invalid.
Individual Add buttons disappeared	Checkboxes are ticked — use Add Selected, or uncheck all rows to restore individual buttons.
No attributes are showing	All available attributes may already be selected, none may be configured for this element type, or none have been created — check with your administrator.