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  

See also
Contact Type    Attribute    Contact    Staff    DAT   

Schedule Demo

School Name
Relation to School
select
Last Name
Your First Name
Your Email
Your Phone #
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