Contact Attribute Categories and Attributes Sample Configuration
Posted July 24, 2018
Below is a typical example for Contact Attributes configuration. All the categories below were marked to be included in type calculations. Board Members category has a higher priority than Parent category because it is positioned higher in the list. This means that in case when a contact has attributes from both categories, its contact type will be automatically assigned to the attribute positioned higher in the list.
Board Members
- - - Board Member
- - - Board Chair
Parent
- - - Parent
- - - Parent of Alumni
- - - Parent Non Graduate
- - - Prospect Parent
Alumn
- - - Alumn
Faculty/Staff
- - - Faculty
- - - Staff
Grandparent
- - - Grandparent
- - - Grandparent of Alumn
- - - Grandparent Non Graduate
Friend
- - - Friend
- - - Society Membership
- - - Solicitor
Business
- - - Business
- - - Foundation
- - - Non-profit
- - - Government Agency
- - - Financial Institution
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