Add an attribute category

  1. From Administration, select Attribute categories, then select Add.

  2. Enter a unique name to help identify the category.

  3. In the Record type field, select a record type for the attribute. For example, to use the attribute to track the interests of constituents, select “Constituent.”

  4. To assign the attribute to a group, select the attribute group code table in the Attribute group field. For example, you may assign the attribute categories “Hobbies” and “Arts” to an attribute group called “Outside Interests.”

  5. In the Data type field, select the type of data for users to provide in the attribute category. For example, to allow users to enter text to describe constituent interests, select “Text.” For a detailed explanation of the available data types, see .

    • If you select “Code table,” users select attribute values from a defined list. In the Code table field, select the code table for users to select from. To create a code table, see .

    • If you select “Constituent record,” users can search for and select constituents as the attribute values. In the Search list field, select a search screen for users to find constituents. For example, to allow users to select individual constituents only, select “Individual Search.” Once you add the attribute category, you can change which search list is used.

  6. To limit the category to one per record, select Allow only one per record.

  7. To make the category available as a list column, select Make available in lists. After the program executes a nightly business process which adds the categories and attribute values to lists, the category appears as an option when you select Columns from list pages.

    Tip: We recommend you only select categories you need for lists. If you include a large number, the categories will slow list performance.

  8. Select Save.

Note: If you add a query view after you create an attribute category, the program does not automatically add the attribute category to the new query view. For information about how to add an attribute category to a query view, see .