Attributes¶
Attributes are custom fields you define yourself and attach to any kind of record in Gem Logic. Whenever the built-in fields on a contact, product, sale, quote, repair, creation, or memo do not cover a piece of information you need to store, an attribute is the right place to put it.
Each attribute is reusable: once you define an attribute on, say, contacts, it appears on every contact and you can fill it in or leave it blank.
Where attributes appear¶
Attributes are available on:
Contacts — both people and companies. Common uses: ID card number, passport number, driver’s license number, VAT or tax id, date of birth, anniversary, customer-since date, external reference from another system, ring size, preferences, allergies.
Sales, quotes, repairs, creations, memos — for any extra information about a specific order, such as a job reference, a stone weight, a workshop instruction, or a delivery note.
Products and variants — for material details, certifications, gemstone characteristics, or any descriptive value you want to filter on and display in your catalog. For products, attributes are also used as filters in the product list and can be pushed to your website.
On the detail page of any of these records you will find an Attributes card (or, for products, attribute rows inside the Details card). Click Add attribute definition to create a new one, then fill in the value directly inline.
Attribute types¶
Each attribute definition has a type that controls how the value is entered:
Word — a short value chosen from a reusable list of options (e.g. “Gold”, “Silver”, “Platinum”). New options can be added on the fly and are available on every other record that uses the same attribute.
Text — free-form text, ideal for longer values such as an ID card number, a serial, or a short note.
Number — a numeric value.
Date — a date, picked through the date picker.
Boolean — a yes / no toggle.
Definitions and values¶
An attribute has two layers:
An attribute definition is the field itself — its name (e.g. “ID card number”), its type, and, for the Word type, its list of allowed options. The definition is created once and is shared across every record of that kind.
An attribute value is what one specific record has filled in for that definition. Clearing the value on a record does not delete the definition or the option list.
This means new attributes you create on one contact immediately appear (empty) on all other contacts, ready to be filled in. The same applies for orders, products, and other record types.
Scoping to a specific order type¶
Order attributes can be scoped to a single order type (sale, quote, repair, creation, or memo). For example, you can create a “Stone weight” attribute that only appears on repairs, or a “Workshop priority” attribute that only appears on creations. Attributes with no order type set appear on every order regardless of type.
Display options¶
When creating or editing an attribute definition you can enable:
Show on documents — the attribute and its value are printed on generated documents (e.g. invoices, repair tickets, quotes).
Show on repair labels (orders only) — the attribute is printed on repair labels next to the barcode.
Show on website (products) — the attribute is exposed on your public website.
These toggles are independent, so you can keep an attribute internal-only by leaving them all off.
Filtering by attributes¶
Custom attributes can be used as filters in list views — most prominently in the product list, where every attribute you define on products automatically becomes a filter option. This makes attributes a flexible way to slice your data without having to ask for a new built-in field.
Managing attribute definitions¶
All attribute definitions can be reviewed and edited from a single list. From any Attributes card you can also create a new definition, rename existing ones, and manage their list of predefined options. The Attribute definitions list can be pinned to the main menu via your profile’s custom menu links for quick access.