Add features to a dossier item type

You use features for a number of things, for instance to add dossier items, for selection purposes or to start a workflow.

To add a feature and feature values:

  1. Go to: CRM / Dossier / Configuration / Feature.
  2. Click on: New.
  3. Enter the description.
  4. Click on: Finish.

    Now add feature values to the feature.

  5. Open the properties of the feature..
  6. Go to the tab: Lines.
  7. Click on: New.
  8. Enter the description.
  9. Click on: Finish.

    Repeat the steps mentioned above until you have added all the feature values.

  10. Click on: OK.

See also

Directly to

  1. Features for a dossier item type
  2. Add a feature
  3. Delete a feature