Create Model attribute categories
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2.
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Under Data on the Administration page, click Attribute categories. The Attribute Categories page appears. |
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Click Add. The Add attribute category screen appears. |
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Enter a Name for your new attribute category. |
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In the Record type field, select “Model Scores and Ratings.” |
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Select a Data type. For example, if you use numbers to rate data, select “Number.” |
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To further define attribute categories, you can create attribute groups and assign the category to a group. For example, you can create an attribute group called "Outside Interests" that includes attribute categories of Athletics and Arts. |
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To limit the attribute category to one per record, select the Allow only one per record checkbox. If you select the checkbox and a user tries to use the category multiple times on a record, an error message explains the restriction. |
Note: For detailed instructions about working in Attribute Categories, see the Attribute Categories chapter in the Administration Guide.
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9.
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Click Save to save the new attribute category and return to the Attribute Categories page. |
The new category appears as an option on the Add model scores and ratings attribute screen in the Scores & ratings feature included on a prospect's Wealth Summary tab.