Attributes provide flexibility to your record keeping. With attributes, you can define and store special information about a wide variety of record types. You can identify a category for the attribute and then store an entry specific to that category.
From Administration, you create the attribute categories available to users in the program. Users can assign any necessary values to these categories. For example, if a constituent is a gourmet cook and a cyclist, a user can enter each activity in the constituent’s record with an attribute category of Hobbies. This helps keep attributes neatly organized and helps with reports and queries.
To enable users to enter attributes when they add or edit information throughout the program, you can use form extensions. With form extensions, you can add a tab or section for users to enter attribute information on applicable forms and pages that otherwise do not include fields for attributes.
To view and manage the attributes available to users, go to Administration and click Attribute categories. The Attribute Categories page appears.