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Posted September 29, 2021
Creating Attribute Category
You need the “Full” role in the appropriate module to create an attribute category.  For more information, review Roles Dictionary.

      1. Navigate to Maintenance > [Record Type] Attributes.  Example: To create student attributes, go to Admin > Maintenance > Student Attributes.
      2. Enter the Category Name in the Category field
      3. Check the Include in Type Calculations checkbox if the new attribute category contains attributes for calculating Contact Types.  Note: This step is only applicable to Contact Attributes.
      4. Click Add Category. The new category is now available for use.

To create an attribute or Calculated Attribute, follow the steps of Creating Attribute.

To record an attribute on a record, follow the steps of Recording Attribute.
Update

Streamlined Selector and Widget Configuration

1 min read · Updated April 26, 2026

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