Add a constituent attribute

1. Open the record of the constituent with the attribute to add. For information about how to open a constituent record, see Constituent Search.
2. Select the Attributes tab.
3. Under Attributes, click Add on the action bar. The Add constituent attribute screen appears. For information about the items on this screen, see Add Constituent Attribute Screen.
4. In the Category field, select the type of attribute to assign to the constituent. Your organization sets up constituent attribute categories in Administration.
5. Enter or select the value of the attribute category to assign to the constituent.
6. If the attribute applies to the constituent for a finite duration, select the start and end dates of the constituent attribute.
7. In the Comments field, enter any additional information to record about the constituent attribute.
8. Click Save. You return to the Attributes tab.

 

 

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