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FAQ
School CRM
Associating Contact Attributes to Contacts
Associating Contact Attributes to Contacts
A user must have Development Full security role to associate Contacts to Contact Attributes.
There are 4 methods to associate contacts to Contact Attributes:
1. Managing Contact Attributes to Contact Individually
2. Managing Contact Attributes to Contacts in Bulk
3. Importing Contact Attributes
4. Using
Automated Contact Attributes
: when you use
Automated Contact Attributes
, the system automatically associates such attributes to Contacts once a contact fits the filter criteria associated with each Automated Contact Attribute.
See also
Automated Contact Attributes
Contact Attribute
Contact
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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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
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