Creating Contact Attribute

A user must have Development Full role to access Contact Attributes management functions located under Development>Maintenance>Contact Attributes. 

- Create new Contact Attribute Category
- Select a Category you would like to place your new attribute under by using the drop-down menu.
- Type in the name of the new attribute into the text box labeled Attribute Name.
- Click the Add Attribute button. 
- Select the desired data type. 
- If text Data Type is selected, you may optionally specify a Lookup Type by using the drop-down menu. Check Allow Custom Text if applicable.
- If Calculate From is selected, select Contact filter by using the drop-down menu to allow the new calculated attribute automatically be assigned to Contacts who match the selected filter.
- Click Apply to save the changes.

You will see the attribute you just created in Contact Attributes list below. If you selected a category that is used in Contact Type Calculations, the new attribute now has Up and Down buttons located next to its name. These buttons allow you to move the attribute up or down, therefore adjusting its priority in Contact Type calculations.
 

See also
Contact Attribute    Contact Type    Contact    User    DAT   
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.

Schedule Demo

School Name *
Relation to School *
select
Last Name *
Your First Name *
Your Email *
Your Phone # *