Having used Milenix MyInfo products for the past 12 years -- from version 4 through version 7, I can safely say that I am not proficient.
I have used MyInfo knowledge bases in what I describe as a freeform manner. Using terminology that pertains to version 7, I work mainly with plain Notes. I also know that each Note has default attributes that fill in automatically.
But I would like to become better in using this program. For example, I would like to create a new type of note for my Contacts. It would have to contain new user attributes such as First Name, Last Name, Company, Address, Mobile phone number, Work phone number, Home phone number, etc. I would also like to create a form called Contact. And I would like a new template called Contact.
What do I do first?
Do I create new user attributes first?
If so, in which Category do I place the new user attributes: Common, Template or Task?
Can I ever create a new Category?
Do I then create the Contact form before creating the new Contact template?
Etc., etc.
Perhaps others on this forum have developed a logical approach that could be standardized and shared with less knowledgeable users such as myself. It would then be beneficial if the Help manual could incorporate such a step-by-step guide as to how accomplish these tasks.
Thanks in advance for any suggestions and input from those more in the know.
Creating user attributes, forms and templates
Hi nocar,
I'm not an expert in MyInfo as I use it as you're using it now but I do have experience in designing databases so can give you a few hints.
A few questions I can answer right away are -
- Can I ever create a new Category? Yes, when you create a new attribute "View-Attributes-New", if you click on the Category box and just start typing it will create a new Category, which you can then select with the drop down menu for other attributes. Think about of the name(s) you want for the Category since deleting them later can be a little confusing and difficult.
- Do I create new user attributes first? Pretty much, but the very first thing I would do is plan out what you want. What fields, in what position and what type of Attribute. The easiest ways are using an outline or even just pencil and paper. This way you can see and think about what kinds of fields you need and where before you go in and do it. It's always easier to have a look at things and have a plan before you start since it can get confusing to change things afterwards.
i.e.-
-Contacts
- First Name (Text)
- Last Name (Text)
- Birthday (Date)
- Christmas Card List (Checkbox)
etc.
After you create the Attributes, then you can follow Petko's earlier post from a different thread - "How do I make a template w/ Attributes In It"
"You need first to create a new form with the attributes that you want to use in the template as described here:
https://manual.myinfoapp.com/#_forms
Then you go to View > Templates, create a new note template and set the note Form to the newly created one."
Wish I could be of more help,
Larry
I'm not an expert in MyInfo as I use it as you're using it now but I do have experience in designing databases so can give you a few hints.
A few questions I can answer right away are -
- Can I ever create a new Category? Yes, when you create a new attribute "View-Attributes-New", if you click on the Category box and just start typing it will create a new Category, which you can then select with the drop down menu for other attributes. Think about of the name(s) you want for the Category since deleting them later can be a little confusing and difficult.
- Do I create new user attributes first? Pretty much, but the very first thing I would do is plan out what you want. What fields, in what position and what type of Attribute. The easiest ways are using an outline or even just pencil and paper. This way you can see and think about what kinds of fields you need and where before you go in and do it. It's always easier to have a look at things and have a plan before you start since it can get confusing to change things afterwards.
i.e.-
-Contacts
- First Name (Text)
- Last Name (Text)
- Birthday (Date)
- Christmas Card List (Checkbox)
etc.
After you create the Attributes, then you can follow Petko's earlier post from a different thread - "How do I make a template w/ Attributes In It"
"You need first to create a new form with the attributes that you want to use in the template as described here:
https://manual.myinfoapp.com/#_forms
Then you go to View > Templates, create a new note template and set the note Form to the newly created one."
Wish I could be of more help,
Larry
Larry,
I very much appreciate the clear explanations, logical steps and practical advice. You have been of great help.
I had not realized that creating a new Category of attributes involved merely typing a new name into Category input box rather than selecting one of the existing default categories.
If others have been stymied by the sequence of processes to take, they now have your step-by-step blueprint to follow.
Thank you.
George
I very much appreciate the clear explanations, logical steps and practical advice. You have been of great help.
I had not realized that creating a new Category of attributes involved merely typing a new name into Category input box rather than selecting one of the existing default categories.
If others have been stymied by the sequence of processes to take, they now have your step-by-step blueprint to follow.
Thank you.
George
-
robert.johnson
- Posts: 1
- Joined: Thu Jun 06, 2024 6:37 pm
Firstly, open MyInfo and navigate to the Attributes section. Begin by creating new user attributes for each field you need, such as First Name, Last Name, Company, Address, Mobile Phone Number, Work Phone Number, and Home Phone Number. When assigning categories to these attributes, consider the following: Common for attributes frequently used across different types of notes, Template for attributes specific to certain templates, and Task for attributes related to task management. Since these attributes are specific to your Contacts, it would be best to place them under the Template category. This organization is crucial for effective CRM data enrichment.
Next, navigate to the Forms section in MyInfo and create a new form called "Contact." Add the new attributes to the Contact form and arrange them in the desired order: First Name, Last Name, Company, Address, Mobile Phone Number, Work Phone Number, and Home Phone Number.
After setting up the form, navigate to the Templates section in MyInfo and create a new template called "Contact." Assign the Contact form to this template to ensure that whenever you create a new note using the Contact template, it will automatically use the Contact form with the specific attributes you have set up. This step further supports CRM data enrichment by standardizing the data entry process.
To use the Contact template, create a new note using it and fill in the attributes for each contact you add. For consistency, ensure that the names of attributes are uniform to avoid confusion. You might also consider setting default values for attributes if needed. Regularly review and manage your templates and categories to keep your knowledge base organized. By doing so, you enhance the effectiveness of CRM data enrichment, ensuring your contact information is comprehensive and accurate.
Next, navigate to the Forms section in MyInfo and create a new form called "Contact." Add the new attributes to the Contact form and arrange them in the desired order: First Name, Last Name, Company, Address, Mobile Phone Number, Work Phone Number, and Home Phone Number.
After setting up the form, navigate to the Templates section in MyInfo and create a new template called "Contact." Assign the Contact form to this template to ensure that whenever you create a new note using the Contact template, it will automatically use the Contact form with the specific attributes you have set up. This step further supports CRM data enrichment by standardizing the data entry process.
To use the Contact template, create a new note using it and fill in the attributes for each contact you add. For consistency, ensure that the names of attributes are uniform to avoid confusion. You might also consider setting default values for attributes if needed. Regularly review and manage your templates and categories to keep your knowledge base organized. By doing so, you enhance the effectiveness of CRM data enrichment, ensuring your contact information is comprehensive and accurate.
Last edited by robert.johnson on Thu Jul 04, 2024 3:20 pm, edited 2 times in total.
Robert, much appreciate your very lucid explanation.