Associating Contact Attributes to Contact Individually

A user must have Development Full role to associate Contact Attributes to contacts. 

1. Navigate to Contact Details (Development>Contacts>Dashboard>Contact Details>Attributes) 
2. Select Contact Attribute Category 
3. Select Contact Attribute 
4. Select Begin and End Fiscal Years to identify the active period for the assigned attribute. Note, you can leave either of these dropdowns blank. For instance, if a contact was a board member during certain years, it makes sense to specify both begin and end years. However, if a contact is interested in golf, then there is no need to specify the years. 
5. Select Contact Address (default), Primary or Secondary contacts in the next dropdown. This selector allows you to associate an attribute with the whole Contact with specific individuals. For instance, the whole family (Contact Address) may be marked as Parent. At the same time, such attributes as Staff, Alumni, Board Member are typically associated with Primary or Secondary records on the account. 
6. Depending on the selected Contact Attribute Type, you will also be able to: provide a note (Free Text), select a date (Date), enter an integer (Integer), enter a Boolean value (Boolean), or select a value from a dropdown (Lookup).
7. Click Add New 

The new attribute association will appear below.

Note, you will not have the option to associate a calculated attribute to a contact manually. Calculated attributes will appear on the Contact Details page, but you cannot edit or delete these attributes from the list. Because these attributes are calculated and the attribute is removed from a record when it does not apply to a contact anymore, the calculated attributes are not associated with an academic year.

See also
Contact Attribute    Contact Address    Contact    User    DAT   
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