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Community Maintenance - Attributes tab

Use the Attributes tab to view and update attributes for the community member.

Opening the Attributes tab

Community Maintenance - Attributes tab fields and buttons

Fields

The fields in the grid area correspond with those in the Detail area.

Field

Description

Attribute

Attribute that applies to the community member.

The list of attributes used at your organisation is set by you depending on your organisation's requirements.

Note: You can also sort the community attributes by the sort order defined for the attribute in Configuration File Maintenance. See Maintaining configuration files.

Value

Value that applies to the attribute for the community member.

Buttons

Button

Description

Add button

To add a new attribute record for the community member:

  1. Click Add button.

    A new record is added in the grid area (denoted with an asterisk).

    Community Maintenance - Attributes tab (adding a new record)

  2. Select an Attribute from the drop-down list.
  3. Type a value for the attribute in the Value field.

Delete button

To delete an existing attribute from a community member:

  1. Select the attribute that you want to delete.
  2. Click Delete button.
  3. The following confirmation dialog is displayed.

    Confirm - about to delete attribute

  4. Click Yes button.

Last modified:4/10/2012 11:52:23 AM

See Also

Maintaining community members

Searching for community members

Creating new community records

Creating a spouse

Deleting community members

Community Maintenance - Occupation tab

Community Maintenance - Occupation Address tab

Community Maintenance - Constits tab

Community Maintenance - Postal Address tab

Community Maintenance - Phone tab

Community Maintenance - Name tab

Community Maintenance - Education tab

Community Maintenance - Qualifications tab

Community Maintenance - Skills tab

Community Maintenance - Other tab

Community Maintenance - Relations tab

Community Maintenance - Flags tab

Community Maintenance - Notify Methods tab

Community Maintenance - Current Comms tab

Community Maintenance - Comms tab

Community Maintenance - Current Events tab

Community Maintenance - Events tab

Community Maintenance - Notes/Bio tab

Community Maintenance - Photo tab

Community Maintenance - Household tab

Community Maintenance - Vehicles tab

Community Maintenance - Keys tab

Community Maintenance - Objects tab

Community Maintenance - Sales tab

Community Maintenance - DocMan tab

Community Maintenance - User Forms tab

Community Maintenance - Maint tab

Community Maintenance - International tab

Community Maintenance - Company tab

Community Maintenance - Home Address tab

Community Maintenance - Company Address tab

Community Maintenance - Correspondence tab

© 2013 Synergetic Management Systems. Published 15 October 2013.

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