Add Attribute Categories

To help better manage the attributes your organization uses, you can add attribute categories. You can use these categories to store information. For example, to track seating preferences for an event, you can create a Seating Preference attribute category so users know where to find this information on constituent records.

You can assign attributes to a category and then assign the category to a group. For example, you can create a Hobbies attribute category and assign the category to constituent records. The next time you open a constituent record and want to record the fact that this constituent’s favorite hobby is golf, “Hobbies” appears as an option in the Category field of the constituent attribute screen accessed from the Attributes tab. Under Code tables in Administration, you can also create an attribute group called Outside Interests. In this group, you might have categories for hobbies and for arts.