Purpose

This function gives you the freedom to add extra fields to a Contact that are not there by default.  This allows you to completely customize the data you are able to collect, categorize and report on.

• Visit Admin > Office Admin > Contact Attributes.  You will see a screen similar to below:

• To create a new attribute, click Create New
• Next, give your new attribute a name in the Name field.  This will help you to identify it in future.  The name should be considered a “bucket” for the attributes to live in that will be created next.  In this example we create an attribute to capture what location features a prospective buyer is interested in. We will name it “Location requirements”.

• Next we are ready to add our attributes.  Press the Options tab up the top
• You can now add in your options.  See below in our example we’ve added “Primary school” as the first option. Click ADD to add as many options as you require.

• After you have added all of the options you’d like, scroll down and press Save.
• Your new attribute will now be showing back at the main Contact Attributes screen

• Now that you have done this, your new options will appear as extra options for Contacts.
• To start using them, simply open a Contact and click on the Attributes tab.  Your new attributes will appear here, as below:

• Once clicked and saved you can then perform advanced searches using your attributes to help you find the Contact you need.