Published: 3rd August 2017
Attributes are used for tracking information that may not be held in the various other tabs of a constituent’s RE record. This can be information such as whether they have ever made a donation or if they have responded to a questionnaire.
Generally, attributes are added globally to a constituent’s record and you rarely need to manually add them. If you have any questions about attributes, please contact RE.firstname.lastname@example.org
Go to the Attributes tab on the constituent’s record.
First, you need to select a Category of attribute. Scroll to the most appropriate option and click once. Then move to the Description column.
You can filter to any category of a constituent’s attributes by clicking on the arrow next to Attribute category, in the top left of the tab, just above the Category column.
On the Description column, depending on the Category, you will either have the option of choosing from a drop-down or free typing a suitable entry. Next, skip the column named Short Desc. and move on to the Date column.
Enter the date, either by typing it in the box or choosing from the calendar icon.
The Comments column allows you to free type anything you think may be relevant to this attribute.
Once you have finished adding your attribute, click Save and Close.