You also have the ability to assign one or more Data Owners Tags to a client, brand or title enabling you to define custom properties to augment the client, brand or title with specific business attributes that can tie back to your Customer Relationship Management (CRM) system or other internal systems. In addition, tags can be used in making data conversion decisions later in the process.
To assign an Tag to a client, brand or title from tags, select Tags from the client, brand or title menu option or click on the Tags Count badge.
The list of client Tags will display.
Enter an Attribute Value for any attribute in the list that you want assigned to the client, brand or title. You are not required to update all attribute values. When attribute assignment is complete, click on the Exit (X) button and then click the Save button on the Manage Clients screen.
- Attributes with a Data Type of Domain provide a dropdown menu for Attribute Value selection.
- For attributes with a Data Type of Text, a free form text box is available for Attribute Value entry.
- For attributes with a Data Type of Number, you can enter a number or use the arrows to select a number for the Attribute Value.
- Attributes with a Data Type of String provide a text box to enter a string of characters for the Attribute Value. One example might be an email address.
- Attributes with a Data Type of Date provide a calendar to select a date for the Attribute Value.
- For attributes with a Data Type of Boolean, checking the checkbox equals ‘true’ for the Attribute Value.
To view or make changes to assigned attributes, go to the Source Clients screen, select a client, brand or title and then select Attributes from the menu icon. Assigned attributes will display. If changes are needed, be sure to click the Save button on the Manage Clients screen when finished. The number of assigned Attributes will now display on the Client, Brand or Title Attribute Count badge on the bar. Click the badge to open the assigned Attributes screen.
See Administration Attributes for information on creating Client Attributes.