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Recording Attribute - Individual
Recording Attribute - Individual
1. Navigate to record's details. Example: To record student attributes, go to Admin > Students > Details >
Attribute
s.
2. Select
Attribute Category
3. Select
Attribute
4. If creating a [Development]
Contact
Attribute
s:
a. Select Begin and End Fiscal Years if applicable to identify the active period for the assigned attribute.
Note
: You can leave either of these dropdowns blank.
Example
: If a contact is a board member during certain years, specify both beginning and end years. However, if a contact is interested in golf, leave both years blank.
b. Select
Contact Address
(default), Primary or Secondary. This selector allows you to associate an attribute with the whole
Contact
or with specific individuals.
Example
: the whole family (
Contact Address
) may be marked as Parent. At the same time, such attributes as
Staff
, Alumni, or Board Member are typically associated with Primary or Secondary records on the account.
5. Depending on the selected
Attribute
Type, you can:
-
add a note (Free Text)
-
select a date (Date)
-
enter an integer (Integer)
-
check off a box (Boolean)
-
select a value from a dropdown (Lookup).
Note
: If the attribute allows custom text, you can enter a value not available in the dropdown.
6. Click Add
To create an attribute or
Calculated Attribute
, follow the steps of
Creating Attribute
.
See also
Calculated Attribute
Attribute Category
Creating Attribute
Contact Address
Attribute
Contact
Staff
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.
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Please, make sure that all required fields (marked with *) are completed.
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