Auxiliary Data Tab

NOTE: To create an Entity you must first create an Entity Type entry in the Auxiliary Data tab. This procedure is mandatory. You can't create an Entity if you don't have a type to classify it with.

Selecting this tab on the index page, displays a list of attributes (Figure 16.13) that will serve to characterize any given Entity.

Figure 16.13: Auxiliary Data Page

This step is crucial, you'll have to create at least an entry in any of these attributes if you wish them to be available when you are creating entities. To do so click on for example on New Entity Type (Figure 16.14)

Figure 16.14: New Entity Type button

Type the data e.g.: Suppliers and click on Save

Figure 16.15: Entity Type prompt

This is the full list of attributes:

• Entity Types - The mandatory attribute, a type of Entity (e.g. Suppliers, Clients,etc...).
• Categories - An under-level Entity type (e.g. CeBite 2001).
• Sub-Categories - Bear in mind that before creating a sub-category it's necessary to create a Category.
• Countries - Create a Country.
• States - Create a State.
• Provinces - Create a Province.
• Regions - Create a Region.
• Economic Activities Classification - Identifies Entity by its E.A.C. number and description.
• Associated Groups - Create an Associated Group (e.g. Consultant, Press, Reseller, User, etc...).
• Additional Field - Any extra classification you wish to add.
• Groups of contacts - Creates a tag that identifies a group of contacts.

Follow the same procedure as when creating an Entity Type for the other attributes.