How to Create Sections in Acumatica Attributes

Quick Acumatica Tip

Attributes are pre-defined custom fields that you can easily set up and use to capture data, validate or store information for many different data entry screens in Acumatica; such as, Customers, Vendors, Inventory, Leads, Opportunities, Projects, AP, AR etc.

We use quite a few attributes in our own internal Acumatica system.  However, it’s become a long list, and sometimes it’s hard to find the right one. So, here’s a little trick my boss showed me to help users through the list of attributes. No coding involved…

How to set up a section in the attribute list in Acumatica:

  1. Create a generic, text attribute. In this example, I called mine HD1, HD2, HD3, etc. for headers.
  2. Type in the description. I start with a bunch of dashes, and then use all capital letters for the text, and more dashes.  Like this:     ———  PRODUCT INTEREST  ———-
  3. Next, add that attribute to the associated Lead Class.
  4. Set the sort order number so the header attribute is above the ones you want in the section.
    Acumatica AttributesHere is what it looks like when users are entering data:
    Acumatica Attributes

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