Update an Attribute

Published: 7th September 2017

These are the steps to take if you need to update an attribute e.g. change Career Status.

Step 1

Click on the Attributes tab on the constituent’s RE record.

Step 2

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.

Step 3

Click on the drop down menu under Description, and choose the relevant option, e.g. Employed.

Step 4

Update the Date field with the date you have changed this attribute (press F3 for today’s date).

Step 5

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.

Step 6

Finally, once you have finished updating the attribute, click Save and Close.