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.
