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FAQ
School CRM
Creating Contact Attribute Category
Creating Contact Attribute Category
A user must have Development Full role to access
Contact Attribute
s management functions located under Development>Maintenance>
Contact Attribute
s.
Contact Attribute
s Categories are used to organize attributes. These categories can be used for filtering, reporting and search functions.
-
To create a new category, type the desired name for the new category.
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Next, check “Include in Type Calculations” checkbox if the new attribute category will contain attributes for calculating
Contact Type
s.
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Click Create button.
You will see the category you just created in
Contact Attribute
s list below. If you created a category that is used in Type Calculations, the new category now has Up and Down buttons located next to its name. These buttons allow you to move the category up or down, therefore adjusting its priority in
Contact Type
calculations.
See also
Contact Attribute
Contact Type
User
PCR Educator K-12 School Information System is an online database engineered for independent and private schools to deliver the highest level of flexibility, unique experience, transparent communication and customized design. Being a complete cloud-based solution, PCR Educator system guarantees convenient access anytime, anywhere.
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School Name
*
Relation to School
*
select
Administration - Database Manager
Administration - Head of School
Administration - Registrar
Development - Director of Development
Finance - CFO
Finance - Business Manager
IT - Director of Technology
Other - Parent
Other - Staff
Other - Volunteer
Last Name
*
Your First Name
*
Your Email
*
Your Phone #
*
Household
User