Add Designation Attributes

You can add attributes to store details about a designation when no field or tab exists for that information. For example, you may add an attribute to record additional reporting codes.

1. From a designation record, select the Attributes tab.

2. Select Add. The Add designation attribute screen appears.

3. In the Category field, select the type of attribute to assign to the designation. Your organization sets up attribute categories in Administration.

4. In the Value field, enter or select the value of the attribute to assign to the fundraising purpose.

5. If the attribute applies to the designation for a specific duration, select start and end dates for the attribute.

6. In the Comments field, enter any additional information about the attribute.

7. Select Save. You return to the Attributes tab.