Step 1: Add A New Constituent Attribute
  1. Go to Administration > Attribute Categories Note: If you don’t see this option, you will need the system role of Attribute Categories added to your user account.
  2. Click Add 
  3. Enter a name for your Attribute 
  4. In the Record type field, select Constituent 
  5. Select an Attribute Group if this attribute should also be categorized with other attributes. For example, you may have multiple attributes that are all related to Wealth Screening, so you may choose to add a "Wealth Screening" Attribute Group to these attributes.
  6. In the Data type field, select the type of data that you will enter with your attribute. For example, if you select text, you could enter free text in the attribute value. If you select Code Table, you will only have select options that you can choose in your attribute value. 
    1. If selecting Code Table for your attribute value, you can choose an existing code table from the drop down OR create a new code table by clicking on the new icon.  
    2. If you add a new Code Table, you must also follow these steps to grant permission to the new Code Table
    3. To add new entries to a Code Table, go to Administration > Code Tables and find your Code Table.  
  7. Check the box “Allow only one per record” if you only want to allow one of these attributes per constituent record. 
  8. Click Save.
Step 2: Add Attribute to Constituent Record
  1. Search and Select the desired Constituent
  2. Navigate to the Attributes tab on the constituent record
  3. Click Add
  4. Select Attribute you would like to assign and fill in any other pertinent information in the Add constituent attribute screen
User-added image
  1. Save