{"id":24188,"date":"2024-06-12T13:30:30","date_gmt":"2024-06-12T11:30:30","guid":{"rendered":"https:\/\/docs.prim.io\/add-edit-a-counterparty-characteristic\/"},"modified":"2024-06-12T13:30:33","modified_gmt":"2024-06-12T11:30:33","slug":"add-edit-a-counterparty-characteristic","status":"publish","type":"page","link":"https:\/\/docs.prim.io\/en\/prim-io-user-guide\/modules\/crm\/crm-settings\/counterparty-types-and-characteristics\/add-edit-a-counterparty-characteristic\/","title":{"rendered":"Add \/ Edit a counterparty characteristic"},"content":{"rendered":"\n<p>Interface for adding a counterparty characteristic. It consists of the following fields:<\/p>\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1537\" height=\"365\" src=\"https:\/\/docs.prim.io\/content\/uploads\/2022\/03\/harakteristika.jpg\" alt=\"\" class=\"wp-image-20210\" srcset=\"https:\/\/docs.prim.io\/content\/uploads\/2022\/03\/harakteristika.jpg 1537w, https:\/\/docs.prim.io\/content\/uploads\/2022\/03\/harakteristika-768x182.jpg 768w\" sizes=\"(max-width: 1537px) 100vw, 1537px\" \/><\/figure>\n<h3>Code (1)<\/h3>\n<p>Code field, please use Latin short codes. The field is mandatory.  <\/p>\n<h3>Feature type (2)<\/h3>\n<p>You choose what type of feature to create. The field is mandatory.  <\/p>\n<ul>\n<li>Text &#8211; text field<\/li>\n<li>TextArea &#8211; large text box for longer text<\/li>\n<li>Number<\/li>\n<li>Date &#8211; date selection<\/li>\n<li>Checkbox &#8211; creates a characteristic of type &#8220;Yes&#8221;\/&#8221;No&#8221;<\/li>\n<li>Nomenclature &#8211; nomenclature is probably the most commonly used element. Nomenclatures are a set of preset values &#8211; for example, colors, sizes, material type, etc. By selecting this item, you must also select the specific nomenclature you will use.<\/li>\n<li>Counterparty &#8211; allows you to select a counterparty (customer, supplier, etc.) to the item<\/li>\n<li>File &#8211; allows attaching a file to the item<\/li>\n<li>Picture &#8211; allows selection of a picture\/picture to the item<\/li>\n<li>Selectable picture &#8211; system characteristic. Managed by implementers<\/li>\n<li>With package &#8211; system characteristic. Managed by an implementer<\/li>\n<\/ul>\n<h3>Name (3)<\/h3>\n<p>You fill in the name of the characteristic in free text. The field is mandatory.  <\/p>\n<h3>Definition (4)<\/h3>\n<p>You fill in a description of the characteristic in free text. The field is optional.  <\/p>\n<p><em><strong>To create a feature you need to click the Confirm button.<\/strong><\/em><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Interface for adding a counterparty characteristic. It consists of the following fields: Code (1) Code field, please use Latin short codes. The field is mandatory. Feature type (2) You choose what type of feature to create. The field is mandatory. Text &#8211; text field TextArea &#8211; large text box for longer text Number Date &#8211; [&hellip;]<\/p>\n","protected":false},"author":4,"featured_media":0,"parent":24196,"menu_order":1,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":""},"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v24.5 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Add \/ Edit a counterparty characteristic - PRIM.IO RESOURCE CENTRE<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/docs.prim.io\/en\/prim-io-user-guide\/modules\/crm\/crm-settings\/counterparty-types-and-characteristics\/add-edit-a-counterparty-characteristic\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Add \/ Edit a counterparty characteristic - PRIM.IO RESOURCE CENTRE\" \/>\n<meta property=\"og:description\" content=\"Interface for adding a counterparty characteristic. It consists of the following fields: Code (1) Code field, please use Latin short codes. The field is mandatory. Feature type (2) You choose what type of feature to create. The field is mandatory. Text &#8211; text field TextArea &#8211; large text box for longer text Number Date &#8211; [&hellip;]\" \/>\n<meta property=\"og:url\" content=\"https:\/\/docs.prim.io\/en\/prim-io-user-guide\/modules\/crm\/crm-settings\/counterparty-types-and-characteristics\/add-edit-a-counterparty-characteristic\/\" \/>\n<meta property=\"og:site_name\" content=\"PRIM.IO RESOURCE CENTRE\" \/>\n<meta property=\"article:publisher\" content=\"https:\/\/www.facebook.com\/primioerp\" \/>\n<meta property=\"article:modified_time\" content=\"2024-06-12T11:30:33+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/docs.prim.io\/content\/uploads\/2022\/03\/harakteristika.jpg\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data1\" content=\"1 minute\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\/\/docs.prim.io\/en\/prim-io-user-guide\/modules\/crm\/crm-settings\/counterparty-types-and-characteristics\/add-edit-a-counterparty-characteristic\/\",\"url\":\"https:\/\/docs.prim.io\/en\/prim-io-user-guide\/modules\/crm\/crm-settings\/counterparty-types-and-characteristics\/add-edit-a-counterparty-characteristic\/\",\"name\":\"Add \/ Edit a counterparty characteristic - PRIM.IO RESOURCE CENTRE\",\"isPartOf\":{\"@id\":\"https:\/\/docs.prim.io\/en\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\/\/docs.prim.io\/en\/prim-io-user-guide\/modules\/crm\/crm-settings\/counterparty-types-and-characteristics\/add-edit-a-counterparty-characteristic\/#primaryimage\"},\"image\":{\"@id\":\"https:\/\/docs.prim.io\/en\/prim-io-user-guide\/modules\/crm\/crm-settings\/counterparty-types-and-characteristics\/add-edit-a-counterparty-characteristic\/#primaryimage\"},\"thumbnailUrl\":\"https:\/\/docs.prim.io\/content\/uploads\/2022\/03\/harakteristika.jpg\",\"datePublished\":\"2024-06-12T11:30:30+00:00\",\"dateModified\":\"2024-06-12T11:30:33+00:00\",\"breadcrumb\":{\"@id\":\"https:\/\/docs.prim.io\/en\/prim-io-user-guide\/modules\/crm\/crm-settings\/counterparty-types-and-characteristics\/add-edit-a-counterparty-characteristic\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/docs.prim.io\/en\/prim-io-user-guide\/modules\/crm\/crm-settings\/counterparty-types-and-characteristics\/add-edit-a-counterparty-characteristic\/\"]}]},{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/docs.prim.io\/en\/prim-io-user-guide\/modules\/crm\/crm-settings\/counterparty-types-and-characteristics\/add-edit-a-counterparty-characteristic\/#primaryimage\",\"url\":\"https:\/\/docs.prim.io\/content\/uploads\/2022\/03\/harakteristika.jpg\",\"contentUrl\":\"https:\/\/docs.prim.io\/content\/uploads\/2022\/03\/harakteristika.jpg\"},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/docs.prim.io\/en\/prim-io-user-guide\/modules\/crm\/crm-settings\/counterparty-types-and-characteristics\/add-edit-a-counterparty-characteristic\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/docs.prim.io\/en\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Prim.IO Resource Centre\",\"item\":\"https:\/\/docs.prim.io\/en\/\"},{\"@type\":\"ListItem\",\"position\":3,\"name\":\"Modules\",\"item\":\"https:\/\/docs.prim.io\/en\/prim-io-user-guide\/modules\/\"},{\"@type\":\"ListItem\",\"position\":4,\"name\":\"CRM\",\"item\":\"https:\/\/docs.prim.io\/en\/prim-io-user-guide\/modules\/crm\/\"},{\"@type\":\"ListItem\",\"position\":5,\"name\":\"CRM settings\",\"item\":\"https:\/\/docs.prim.io\/en\/prim-io-user-guide\/modules\/crm\/crm-settings\/\"},{\"@type\":\"ListItem\",\"position\":6,\"name\":\"Counterparty types and characteristics\",\"item\":\"https:\/\/docs.prim.io\/en\/prim-io-user-guide\/modules\/crm\/crm-settings\/counterparty-types-and-characteristics\/\"},{\"@type\":\"ListItem\",\"position\":7,\"name\":\"Add \/ Edit a counterparty characteristic\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\/\/docs.prim.io\/en\/#website\",\"url\":\"https:\/\/docs.prim.io\/en\/\",\"name\":\"\u0423\u043f\u044a\u0442\u0432\u0430\u043d\u0435 \u043d\u0430 \u043f\u043e\u0442\u0440\u0435\u0431\u0438\u0442\u0435\u043b\u044f PRIM.IO\",\"description\":\"\",\"publisher\":{\"@id\":\"https:\/\/docs.prim.io\/en\/#organization\"},\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\/\/docs.prim.io\/en\/?s={search_term_string}\"},\"query-input\":{\"@type\":\"PropertyValueSpecification\",\"valueRequired\":true,\"valueName\":\"search_term_string\"}}],\"inLanguage\":\"en-US\"},{\"@type\":\"Organization\",\"@id\":\"https:\/\/docs.prim.io\/en\/#organization\",\"name\":\"PRIM.IO\",\"url\":\"https:\/\/docs.prim.io\/en\/\",\"logo\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/docs.prim.io\/en\/#\/schema\/logo\/image\/\",\"url\":\"https:\/\/docs.prim.io\/content\/uploads\/2019\/07\/cropped-prim_logo_big_icon_transp.png\",\"contentUrl\":\"https:\/\/docs.prim.io\/content\/uploads\/2019\/07\/cropped-prim_logo_big_icon_transp.png\",\"width\":512,\"height\":512,\"caption\":\"PRIM.IO\"},\"image\":{\"@id\":\"https:\/\/docs.prim.io\/en\/#\/schema\/logo\/image\/\"},\"sameAs\":[\"https:\/\/www.facebook.com\/primioerp\",\"https:\/\/www.linkedin.com\/showcase\/primioerp\"]}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"Add \/ Edit a counterparty characteristic - PRIM.IO RESOURCE CENTRE","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/docs.prim.io\/en\/prim-io-user-guide\/modules\/crm\/crm-settings\/counterparty-types-and-characteristics\/add-edit-a-counterparty-characteristic\/","og_locale":"en_US","og_type":"article","og_title":"Add \/ Edit a counterparty characteristic - PRIM.IO RESOURCE CENTRE","og_description":"Interface for adding a counterparty characteristic. It consists of the following fields: Code (1) Code field, please use Latin short codes. The field is mandatory. Feature type (2) You choose what type of feature to create. The field is mandatory. Text &#8211; text field TextArea &#8211; large text box for longer text Number Date &#8211; [&hellip;]","og_url":"https:\/\/docs.prim.io\/en\/prim-io-user-guide\/modules\/crm\/crm-settings\/counterparty-types-and-characteristics\/add-edit-a-counterparty-characteristic\/","og_site_name":"PRIM.IO RESOURCE CENTRE","article_publisher":"https:\/\/www.facebook.com\/primioerp","article_modified_time":"2024-06-12T11:30:33+00:00","og_image":[{"url":"https:\/\/docs.prim.io\/content\/uploads\/2022\/03\/harakteristika.jpg","type":"","width":"","height":""}],"twitter_card":"summary_large_image","twitter_misc":{"Est. reading time":"1 minute"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"WebPage","@id":"https:\/\/docs.prim.io\/en\/prim-io-user-guide\/modules\/crm\/crm-settings\/counterparty-types-and-characteristics\/add-edit-a-counterparty-characteristic\/","url":"https:\/\/docs.prim.io\/en\/prim-io-user-guide\/modules\/crm\/crm-settings\/counterparty-types-and-characteristics\/add-edit-a-counterparty-characteristic\/","name":"Add \/ Edit a counterparty characteristic - PRIM.IO RESOURCE CENTRE","isPartOf":{"@id":"https:\/\/docs.prim.io\/en\/#website"},"primaryImageOfPage":{"@id":"https:\/\/docs.prim.io\/en\/prim-io-user-guide\/modules\/crm\/crm-settings\/counterparty-types-and-characteristics\/add-edit-a-counterparty-characteristic\/#primaryimage"},"image":{"@id":"https:\/\/docs.prim.io\/en\/prim-io-user-guide\/modules\/crm\/crm-settings\/counterparty-types-and-characteristics\/add-edit-a-counterparty-characteristic\/#primaryimage"},"thumbnailUrl":"https:\/\/docs.prim.io\/content\/uploads\/2022\/03\/harakteristika.jpg","datePublished":"2024-06-12T11:30:30+00:00","dateModified":"2024-06-12T11:30:33+00:00","breadcrumb":{"@id":"https:\/\/docs.prim.io\/en\/prim-io-user-guide\/modules\/crm\/crm-settings\/counterparty-types-and-characteristics\/add-edit-a-counterparty-characteristic\/#breadcrumb"},"inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["https:\/\/docs.prim.io\/en\/prim-io-user-guide\/modules\/crm\/crm-settings\/counterparty-types-and-characteristics\/add-edit-a-counterparty-characteristic\/"]}]},{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/docs.prim.io\/en\/prim-io-user-guide\/modules\/crm\/crm-settings\/counterparty-types-and-characteristics\/add-edit-a-counterparty-characteristic\/#primaryimage","url":"https:\/\/docs.prim.io\/content\/uploads\/2022\/03\/harakteristika.jpg","contentUrl":"https:\/\/docs.prim.io\/content\/uploads\/2022\/03\/harakteristika.jpg"},{"@type":"BreadcrumbList","@id":"https:\/\/docs.prim.io\/en\/prim-io-user-guide\/modules\/crm\/crm-settings\/counterparty-types-and-characteristics\/add-edit-a-counterparty-characteristic\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/docs.prim.io\/en\/"},{"@type":"ListItem","position":2,"name":"Prim.IO Resource Centre","item":"https:\/\/docs.prim.io\/en\/"},{"@type":"ListItem","position":3,"name":"Modules","item":"https:\/\/docs.prim.io\/en\/prim-io-user-guide\/modules\/"},{"@type":"ListItem","position":4,"name":"CRM","item":"https:\/\/docs.prim.io\/en\/prim-io-user-guide\/modules\/crm\/"},{"@type":"ListItem","position":5,"name":"CRM settings","item":"https:\/\/docs.prim.io\/en\/prim-io-user-guide\/modules\/crm\/crm-settings\/"},{"@type":"ListItem","position":6,"name":"Counterparty types and characteristics","item":"https:\/\/docs.prim.io\/en\/prim-io-user-guide\/modules\/crm\/crm-settings\/counterparty-types-and-characteristics\/"},{"@type":"ListItem","position":7,"name":"Add \/ Edit a counterparty characteristic"}]},{"@type":"WebSite","@id":"https:\/\/docs.prim.io\/en\/#website","url":"https:\/\/docs.prim.io\/en\/","name":"\u0423\u043f\u044a\u0442\u0432\u0430\u043d\u0435 \u043d\u0430 \u043f\u043e\u0442\u0440\u0435\u0431\u0438\u0442\u0435\u043b\u044f PRIM.IO","description":"","publisher":{"@id":"https:\/\/docs.prim.io\/en\/#organization"},"potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/docs.prim.io\/en\/?s={search_term_string}"},"query-input":{"@type":"PropertyValueSpecification","valueRequired":true,"valueName":"search_term_string"}}],"inLanguage":"en-US"},{"@type":"Organization","@id":"https:\/\/docs.prim.io\/en\/#organization","name":"PRIM.IO","url":"https:\/\/docs.prim.io\/en\/","logo":{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/docs.prim.io\/en\/#\/schema\/logo\/image\/","url":"https:\/\/docs.prim.io\/content\/uploads\/2019\/07\/cropped-prim_logo_big_icon_transp.png","contentUrl":"https:\/\/docs.prim.io\/content\/uploads\/2019\/07\/cropped-prim_logo_big_icon_transp.png","width":512,"height":512,"caption":"PRIM.IO"},"image":{"@id":"https:\/\/docs.prim.io\/en\/#\/schema\/logo\/image\/"},"sameAs":["https:\/\/www.facebook.com\/primioerp","https:\/\/www.linkedin.com\/showcase\/primioerp"]}]}},"_links":{"self":[{"href":"https:\/\/docs.prim.io\/en\/wp-json\/wp\/v2\/pages\/24188"}],"collection":[{"href":"https:\/\/docs.prim.io\/en\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/docs.prim.io\/en\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/docs.prim.io\/en\/wp-json\/wp\/v2\/users\/4"}],"replies":[{"embeddable":true,"href":"https:\/\/docs.prim.io\/en\/wp-json\/wp\/v2\/comments?post=24188"}],"version-history":[{"count":1,"href":"https:\/\/docs.prim.io\/en\/wp-json\/wp\/v2\/pages\/24188\/revisions"}],"predecessor-version":[{"id":24189,"href":"https:\/\/docs.prim.io\/en\/wp-json\/wp\/v2\/pages\/24188\/revisions\/24189"}],"up":[{"embeddable":true,"href":"https:\/\/docs.prim.io\/en\/wp-json\/wp\/v2\/pages\/24196"}],"wp:attachment":[{"href":"https:\/\/docs.prim.io\/en\/wp-json\/wp\/v2\/media?parent=24188"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}