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How do I manage properties?

Properties allow you to add custom fields and extra information to different cards in the system. Managing properties is only available to administrators.

 

Access system settings

1. Click your name in the top-right corner.
2. Select "System settings".

System settings MM10 ENG 1

 

 

 

 

 

 

 

 

 

 

Manage properties

3. Open one of the Properties folders, depending on which card type you want to extend (for example: Assets, Persons, Companies).

 

Property MM10 ENG 2

4. You will see a list of all existing properties, including:

  • Property name

  • Property type

  • Where the property is used

From this view, you can:
5. Search for a property
6. Edit an existing property
7. Delete an existing property
8. Add a new property

Manage property MM10 ENG 1