Person Attributes

Attributes are "tags" recorded against People and can be used in reporting and mail generation to identify groups of members. Each is recorded as an Attribute and a sub Attribute Type value.

Your Attributes and Attribute Types are set up under Administration / System Configuration / Attributes.

When adding or editing an Attribute in administration, you can:

• Give it an Attribute name.
• Include optional help text, which will appear in a helper icon in Self Service.
• Choose if the Attribute is available for the member to manage themself in self service. 
• Choose if the Attribute will be asked on public forms, such as the public event booking form, merchandise purchases and newsletter subscription form (if enabled on that form)
• Self Service label, which can be different to the name
• The maximum number of responses, or Attribute Types, that a member can have for this Attribute. Unlimited by default.
• The list of Attribute Types available for this Attribute.

Attributes can be recorded against a member in two ways: 

Admin

To add or edit an Attribute and Attribute Type on a peron record;

• Click on the Edit button, which is found on the horizontal Attributes bar located on the Person Profile page.
• Select the Attribute from the Drop Menu.
• Select the Attribute Type from the Drop Menu.
• Click on the Add hyperlink
• From this screen, you may also edit or remove currently linked Attributes.
• Click the Return button to go back to the Members screen

Self Service

If a Attribute is available in Self Service or on a public form, this will be displayed as a drop-down with a single or multiple select option, depending on what limit is set on the configuration of the Attribute. Note that if a Attribute is available in self service AND part of a member directory configuration, the Attribute will also be displayed on the member directory edit self service view.