Published: 7th September 2017
These are the steps to take if you need to update an attribute e.g. change Career Status.
Click on the Attributes tab on the constituent’s RE record.
Click on the attribute line you want to amend, e.g. you want to change a Career Status from Self Employed to Employed as a constituent has indicated they no longer work for themselves.
Click on the drop down menu under Description, and choose the relevant option, e.g. Employed.
Update the Date field with the date you have changed this attribute (press F3 for today’s date).
Add a comment in the Comment field, where necessary. In this example, we would add a comment to say how we found out this information e.g. In Person.
Finally, once you have finished updating the attribute, click Save and Close.