After you create attribute categories, you can use form extensions to create tabs or sections in related areas of the program. This allows users to enter attribute information on forms and pages that otherwise do not include attribute fields. For example, you can create attribute categories for constituent records and add a form extension to the Individual, Spouse, Business Add Form. When users add constituents, they can then enter attributes on the tab or section you create with the form extension.
When you create a form extension, you select the form or page to modify; select whether to create a tab or section; enter a label for the tab or section; and select the attribute categories to include.
Note: To include an attribute category on a tab or section that you create with a form extension, the attribute category must limit attributes to one per record. When you create an attribute category, you must select Allow only one per record. For information about how to create attribute categories, see Add Attribute Categories.