In a constituent batch:

  1. In the batch, select Tools, Edit Batch Setup.
  2. On the Fields tab, select Constituent Information, Attributes.
  3. Select the appropriate attribute fields.
  4. Click Data Entry to begin entering data.

In a gift batch:

  1. In the batch, define constituent fields for the constituent window.
  2. On the Define Constituent Fields screen, open the Biographical, Attributes. 
  3. Select the appropriate attribute fields.
  4. Click OK to return to the data entry screen.
  5. To add the attribute to a constituent, select the constituent in the data entry grid and select the appropriate attribute values in the constituent window. If you don't select values for some constituents in the batch, an attribute will not be added to their record.
 

If adding Yes/No constituent attributes via the constituent window:

  • To add a Yes description, mark the checkbox in the constituent window for the attribute.
  • To add a No description, mark the checkbox and then unmark it.
  • If you do not want to add the attribute to a constituent record, do not mark or unmark the checkbox for the attribute.