Navigation:  Application Modules > Deals > Configuration > Attribute Types

EnergySteward.com provides you with an ability to setup various 'attributes' which can be tagged on select deals.  For example,  you could setup your own list of 'attribute types' through these configuration screens.  Then, these attributes can be assigned to specific deals to aid in reporting, querie/lookups.

 

Important note:  These configuration screens provide you with the mechanism for populating a standardized list for the actual deal setup screen.  You assign these attributes to various deals at the time you add or update the deal within EnergySteward.com.

 

The screen shot below shows the initial screen which lists out your available deal attribute types:

 

 

Add Deal Attribute Type (button) - Click this button to add a new deal attribute type.

 

View/Edit Grid Button (pencil) - Click this next to the applicable deal attribute type in order to change the information about this type.

 

Delete Grid Button (red x) - Click this next to the applicable deal attribute type that you want to permanently delete.  When you delete a deal attribute type, then all deals within this type WILL HAVE THE ATTRIBUTE ASSIGNMENT REMOVED.    The deal(s) will still exist, they just will not have an assigned attribute. Important note: You will be presented with a confirmation ("Are you sure...?") dialog box prior to deletion.

 

 

Deal Attribute Type - This can be any name for the deal attribute which you want to define.

 

Notes - This is a brief description for this attribute type.

 

Deal Attribute Available (checkbox) - If checked, then this deal attribute type is considered active and will therefore show up in the pull down list boxes when setting up a deal.  If unchecked then historical deal attribute information is maintained on historical deals BUT when setting up new deals, the item will be unavailable (will not show up in the pull down list box).