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

Step 1

Go to the Attributes tab on the constituent’s record.

Step 2

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.

Step 3

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.

Step 4

Enter the date, either by typing it in the box or choosing from the calendar icon.

Step 5

The Comments column allows you to free type anything you think may be relevant to this attribute.

Step 6

Once you have finished adding your attribute, click Save and Close.